Irish GBp
Aegon International Newton Stockmarket Managed A (0P00009XWF.L)
At close: December 27 at 8:00 PM GMT
Fund Summary
The SL Newton Multi-Asset Growth Life Fund invests primarily in the Newton Multi-Asset Growth Fund. The aim of the Newton Multi-Asset Growth Fund is summarised below. The objective of the Sub-Fund is to achieve capital growth and income from a portfolio of UK and international securities including without limitation, equities, fixed income, property, commodities, cash, near cash and deposits. Derivatives may be used for efficient portfolio management only.
Risk Overview
| Morningstar Risk Rating | -- |
| Best 1Y Total Return | 23.11% |
| Worst 1Y Total Return | -26.63% |
| Number of Years Up | 14 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | -- |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating | -- |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P00009XWF.L | Category Average | 0P00009XWF.L | Category Average | 0P00009XWF.L | Category Average | |
| Alpha | -1.31 | -0.03 | -2.36 | -0.03 | -1.25 | -0.02 |
| BETA | 0.96 | 0.01 | 0.91 | 0.01 | 0.92 | 0.01 |
| Mean Annual Return | 0.89 | 0 | 0.48 | 0.01 | 0.62 | 0 |
| R-squared | 86.9 | 0.86 | 83.22 | 0.88 | 88.36 | 0.91 |
| Standard Deviation | 11.65 | 0.12 | 11.76 | 0.12 | 12.96 | 0.18 |
| Sharpe Ratio | 0.76 | 0 | 0.39 | 0.01 | 0.52 | 0 |
| Treynor Ratio | 9.13 | 0.03 | 4.46 | 0.06 | 6.69 | 0.02 |
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