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Appropriate independent advice should be obtained before making any such decision. This information is sourced from our partner Financial Express. We believe the data to be correct however you should take care in using any information. You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested.

Past performance is not necessarily a guide to future performance. About us Contact us Subscribe to magazine Digital Magazine Newsletter sign-up. Capital Conserver Purposeful portfolios: Regular Income Conservative Investment Trust portfolio Adventurous Investment Trust portfolio Mixed Asset: Tactical Asset Allocator Shares: Scot Eq Newton Baln Mgd Pn Compare fund.

Overview Performance Holdings Management Classes. FE Risk Scores measure the riskiness of instruments relative to the FTSE index of shares.

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Weekly volatility is measured over three years with recent behaviour counting more heavily than earlier behaviour. Cash-type investments will have scores close to zero. Funds will tend to have scores in the range. The FTSE is always scored at There is no upper limit.

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Performance snapshot 1 Year. Performance vs Sector 1 Year. Alpha is a measure of a fund's over- or under-performance by comparison to its benchmark. Beta estimates a fund's volatility by comparison to that of its benchmark. A fund with a beta close to 1 means that the fund will move generally in line with the benchmark. Higher than 1 and the fund is more volatile than the benchmark and vice versa. This commonly-used measure calculates the level of return over and above the return of a notional risk-free investment, such as cash.

The difference in returns is then divided by the fund's volatility. The resulting ratio is an indication of the amount of excess return generated per unit of risk. Volatility or standard deviation , when applied to an investment fund, expresses its risk. It shows how widely a range of returns varied from the fund's average return over a particular period.

This measures the standard deviation of a fund's excess returns over the returns of an index or benchmark portfolio. As such, it can be an indication of 'riskiness' in the manager's investment style. A Tracking Error below 2 suggests a passive approach.

At 3 and above the the manager will be deploying a more active investment style. This is a useful risk-adjusted measure of actively managed fund performance. It is calculated by deducting the returns of the fund's benchmark from the fund's overall returns, then dividing the result by its tracking error. The higher the Information Ratio the better.

It is generally considered that a figure of 0. An indication of how closely correlated a fund is to an index or a benchmark. Values for R-Squared range between 0 and 1, with 0 indicating no correlation at all and 1 showing a perfect match.

Values upwards of 0. Region 1 UK Scot Eq Newton Balanced Managed Pn Initial charge - Annual charge 1. The pros and cons of cashing in a final salary pension.

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This fund aims to achieve a balance between capital growth and income by investing in a portfolio of predominantly UK and international company shares, bonds and other financial instruments. Scot Eq Ext Bal Coll ex MLC Pn.

BlackRock LGIM Oseas Consn Idx Pn. Scot Eq Sequel Adven Jrny Pn. Scot Eq Sequel Adventurous Pn. Aegon Adv Core LFS Pfl Pn. Name Since Biography Iain Stewart. Iain is Investment Leader in the Real Return team and a member of the investment strategy group. He joined Newton in , and specialises in the management of relative and absolute return multi-asset mandates. Iain is a member of a number of committees at Newton including the Investment Strategy Group.

He is an associate member of the UK Society of Investment Professionals UKSIP , and holds a research Ph. D from the Ministry of Agriculture, Fisheries and Food. Matthew is a global multi-asset manager.

He is a member of the multi asset model group and has specific responsibility for managing a number of global equity and multi asset portfolios. Since joining Newton in he has acquired varied experience working on a range of mandates, and has been a member of the real return team since the strategy was launched in He was awarded the CFA qualification in MI Chelverton UK Equ Grth. Stan Life Inv UK Opps.

Old Mutual UK Mid Cap. Old Mutual Equity 1. Columbia Thrdnedle UK Sel Tst. Fidelity Special Values PLC. Artemis Alpha Tst plc. Aurora Investment Trust plc. Invesco Perp Sel UK Eq plc. Stan Life UK Eq Unconstrained Pn. FL Old Mutual UK Mid Cap Pn.

Aviva Old M UK MdCap Pn. SIP Old Mut UK Mcap Pn. OMW Old Mutual Equity 1. OMW Old Mtl UK Mid Cap. Boost FTSE 3x LD ETP. Old Mutual UK SmCos Fcus. Boost FTSE 2x LD ETP. Old Mutual UK Dynmc Eq. Barclays GA UK Opps.