The volatility rating of a fund indicates how much the fund price might move compared to other funds. The higher the volatility rating, the less stable the fund price is likely to be. You can use this to help you choose between funds with different volatility ratings.
The volatility ratings of our funds are calculated using the European Security and Markets Authority (ESMA) guidelines, which use a 7 point scale to rate funds based on 5 year annualised volatilities.
Higher volatility ratings typically mean greater potential investment returns over the longer term. But high volatility funds can suddenly fall or rise in value.
Volatility ratings are regularly reviewed and the ratings may change over time.
The volatility rating is not the only factor you should consider when selecting a fund. If you’re not sure which funds to choose please seek advice from a financial adviser.
|MyFolio Active funds||Volatility rating*||
|MyFolio Active I||3||1.15%|
|MyFolio Active II||4||1.20%|
|MyFolio Active III||4||1.25%|
|MyFolio Active IV||4||1.30%|
|MyFolio Active V||4||1.35%|
|MyFolio Market funds||Volatility rating*||
|MyFolio Market I||3||0.95%|
|MyFolio Market II||4||1%|
|MyFolio Market III||4||1.05%|
|MyFolio Market IV||4||1.10%|
|MyFolio Market V||5||1.15%|
|Synergy Fund||Volatility rating*||Annual management charge|
|Euro Global Liquidity||1||1%|
|Absolute Return Global Bond Strategies||3||1.2%|
|Global Absolute Return Strategies||3||1.35%|
|Global Inflation Linked Bond||4||1%|
|European Smaller Companies||5||1.50%|
|Global Smaller Companies||5||1.55%|
|UK Smaller Companies||5||1.30%|
|North American Equity||5||1%|
|Asia Pacific Equity||5||1%|
|European Ethical Equity||5||1.30%|
*Source: Standard Life Investments as at 28 February 2017
**Not available on the Synergy PRSA
We recommend you speak to a financial adviser before choosing funds