MyFolio Active fund choices

Everyone wants to invest successfully. Spreading the risk is a key part of that

If you want to find out more about the MyFolio Active fund range, call us on 01- 639 7080. Calls may be monitored and/or recorded to protect both you and us and help with our training. Call charges will vary.

The five risk levels

You have five risk-rated investment choices with MyFolio Active funds

We offer five risk-rated investment options so it makes it simple for you to make the right fund choice. If you're not sure about what your attitude to investment risk might be, you can use the Risk questionnaire.

If you want more information on the MyFolio Active fund range you can read our MyFolio Active Making investing as simple as 1-2-3-4-5 (PDF, 4.1mb) online or print it out to read later.

MyFolio Active funds will not be suitable for you if you do not wish to take any risk with your investments.

Low risk investment

MyFolio Active I (lower risk)

This may suit you best if:

  • You're conservative with your investments
  • You're prepared to take a small amount of risk to achieve modest or relatively
    stable returns
  • You also accept there may be some short-term periods of fluctuation in value

Lower-to-medium risk investment

MyFolio Active II (lower-to-medium risk)

This may suit you best if:

  • You're relatively cautious with your investments
  • You want to try and achieve a reasonable return and you're prepared to accept
    some risk in doing so
  • You also accept relatively modest yet frequent fluctuations in value

Medium risk investment

MyFolio Active III (medium risk)

This may suit you best if:

  • You take a balanced view of investment risk
  • You don't seek risky investments but don't avoid them either
  • You're prepared to accept fluctuations in the value of your investments to try
    and achieve better long-term returns

Medium-to-higher risk investment

MyFolio Active IV (medium-to-higher risk)

This may suit you best if:

  • You are relatively comfortable with investment risk
  • You're aiming for higher long-term returns and understand this can also mean
    sustained periods of poor performance
  • You're prepared to accept significant fluctuations in value to try and achieve
    better long-term returns

High risk investment

MyFolio Active V (higher risk)

This may suit you best if:

  • You're very comfortable with investment risk
  • You aim for high long-term investment returns and do not overly worry about
    periods of poorer performance in the short-to-medium term
  • You're prepared to accept the full extent and frequency of stock market fluctuations

Warning: The value of this investment may go down as well as up

Warning: This investment may be affected by changes in currency exchange rates

Warning: If you invest in this product you may lose some or all of the money you invest