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Fund name Sector TER AMC Standard
Initial
Charge		 Discount Discount Initial Charge
Via TQ Invest		 Saving 1 Buy price Sell price Yield Valuation Date Year to 31/12/2007 Year to 31/12/2008 Year to 31/12/2009 Year to 31/12/2010 Year to 31/12/2011
IFSL Bestinvest Income and Growth Portfolio Inst Inc View performance charts for the IFSL Bestinvest Income and Growth Portfolio Inst Inc Mixed Investment 40%-85% Shares 1.81% 1.00% 5.00% 0.00% 0.00% 5.00% 104.40p 2.10% 26/01/2012 n/a n/a 22.36% 10.12% -4.40% Call us now
IFSL Bestinvest Income Portfolio Fund Acc View performance charts for the IFSL Bestinvest Income Portfolio Fund Acc Mixed Investment 20%-60% Shares 2.32% 1.50% 5.00% 3.00% 3.00% 2.00% £320.40 110.10p 2.70% 26/01/2012 n/a n/a 22.20% 8.29% -3.06%
IFSL Bestinvest Income Portfolio Fund Inc View performance charts for the IFSL Bestinvest Income Portfolio Fund Inc Mixed Investment 20%-60% Shares 2.32% 1.50% 5.00% 3.00% 3.00% 2.00% £320.40 99.90p 2.70% 26/01/2012 n/a n/a 22.51% 8.33% -3.17%
IFSL Bestinvest Income Portfolio Inst Acc View performance charts for the IFSL Bestinvest Income Portfolio Inst Acc Mixed Investment 20%-60% Shares 1.82% 1.00% 5.00% 0.00% 0.00% 5.00% 111.40p 2.70% 26/01/2012 n/a n/a 22.68% 8.75% -2.77% Call us now
IFSL Bestinvest Income Portfolio Inst Inc View performance charts for the IFSL Bestinvest Income Portfolio Inst Inc Mixed Investment 20%-60% Shares 1.82% 1.00% 5.00% 0.00% 0.00% 5.00% 101.60p 2.70% 26/01/2012 n/a n/a 22.83% 8.79% -2.83% Call us now
IFSL Blacksquare Diversified Abs Ret A Fund Acc View performance charts for the IFSL Blacksquare Diversified Abs Ret A Fund Acc Absolute Return 3.27% 1.50% 5.00% 0.00% 0.00% 5.00% 86.27p n/a 26/01/2012 n/a n/a n/a n/a n/a Call us now
IFSL Blacksquare Diversified Abs Ret B Fund Acc View performance charts for the IFSL Blacksquare Diversified Abs Ret B Fund Acc Absolute Return 2.77% 1.00% n/a 0.00% 0.00% n/a 86.43p n/a 26/01/2012 n/a n/a n/a n/a n/a Call us now
IFSL Blacksquare MM Abs Ret A Fund Acc View performance charts for the IFSL Blacksquare MM Abs Ret A Fund Acc Absolute Return 3.69% 1.50% 5.00% 0.00% 0.00% 5.00% 98.59p n/a 26/01/2012 n/a n/a n/a n/a -4.10% Call us now
IFSL Blacksquare MM Abs Ret B Fund Acc View performance charts for the IFSL Blacksquare MM Abs Ret B Fund Acc Absolute Return 3.19% 1.00% n/a 0.00% 0.00% n/a 99.53p n/a 26/01/2012 n/a n/a n/a n/a -3.61% Call us now
IFSL Brooks Macdonald Balanced A Fund Acc View performance charts for the IFSL Brooks Macdonald Balanced A Fund Acc Mixed Investment 40%-85% Shares 2.14% 1.00% 1.00% 0.00% 0.00% 1.00% 136.60p 0.50% 26/01/2012 2.09% -24.33% 22.05% 12.96% -3.99% Call us now
IFSL Brooks Macdonald Balanced B Fund Acc View performance charts for the IFSL Brooks Macdonald Balanced B Fund Acc Mixed Investment 40%-85% Shares 2.64% 1.50% 5.00% 0.00% 0.00% 5.00% 133.30p 0.30% 26/01/2012 1.95% -24.71% 22.14% 12.31% -4.37%
IFSL Brooks Macdonald Cautious Growth A Fund Acc View performance charts for the IFSL Brooks Macdonald Cautious Growth A Fund Acc UK Equity Income 2.75% 1.00% n/a 0.00% 0.00% n/a 97.58p 1.70% 26/01/2012 n/a n/a n/a n/a n/a Call us now
IFSL Brooks Macdonald Cautious Growth A Fund Inc View performance charts for the IFSL Brooks Macdonald Cautious Growth A Fund Inc UK Equity Income 2.75% 1.00% 1.00% 0.00% 0.00% 1.00% 97.18p 1.70% 26/01/2012 -2.97% -29.13% 22.53% 11.23% -5.04% Call us now
IFSL Brooks Macdonald Cautious Growth B Fund Acc View performance charts for the IFSL Brooks Macdonald Cautious Growth B Fund Acc UK Equity Income 3.25% 1.50% n/a 0.00% 0.00% n/a 96.73p 0.80% 26/01/2012 n/a n/a n/a n/a n/a
IFSL Brooks Macdonald Cautious Growth B Fund Inc View performance charts for the IFSL Brooks Macdonald Cautious Growth B Fund Inc UK Equity Income 3.25% 1.50% 5.00% 0.00% 0.00% 5.00% 96.73p 0.80% 26/01/2012 -3.04% -29.16% 21.91% 10.63% -5.51%
IFSL Brooks Macdonald Defensive Capital A Fund Acc View performance charts for the IFSL Brooks Macdonald Defensive Capital A Fund Acc Specialist 1.09% 1.00% n/a 0.00% 0.00% n/a 155.60p n/a 26/01/2012 1.77% -18.57% 20.30% 10.99% 5.16% Call us now
IFSL Brooks Macdonald Defensive Capital B Fund Acc View performance charts for the IFSL Brooks Macdonald Defensive Capital B Fund Acc Specialist 1.59% 1.50% 3.00% 0.00% 0.00% 3.00% 146.80p n/a 26/01/2012 1.77% -18.57% 19.74% 10.67% 0.08%
IFSL Brooks Macdonald Defensive Capital C Fund Acc View performance charts for the IFSL Brooks Macdonald Defensive Capital C Fund Acc Specialist 0.64% 0.55% n/a 0.00% 0.00% n/a 150.40p n/a 26/01/2012 1.77% -18.57% 20.39% 11.64% 1.02% Call us now
IFSL Brooks Macdonald Defensive Income A Fund Inc View performance charts for the IFSL Brooks Macdonald Defensive Income A Fund Inc Mixed Investment 20%-60% Shares 2.09% 1.00% 1.00% 0.00% 0.00% 1.00% 101.90p 3.20% 26/01/2012 -1.19% -15.72% 16.63% 7.78% 2.10% Call us now
IFSL Brooks Macdonald Defensive Income B Fund Inc View performance charts for the IFSL Brooks Macdonald Defensive Income B Fund Inc Mixed Investment 20%-60% Shares 2.59% 1.50% 5.00% 0.00% 0.00% 5.00% 99.79p 3.10% 26/01/2012 -1.44% -16.37% 16.16% 7.43% 0.48%

Key

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1Discount and saving based on a typical ISA investment of £10,680.00 through the Cofunds platform.

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    Income Funds

    Income funds are set up so that when income is earned the fund manager will pay that income out to the investor in the form of a cash payment. Alternatively, the investor can choose to buy more units with that income.

    Accumulation Funds

    Accumulation funds automatically reinvests all income earned back into the fund. This is usually reflected in an increase in the price of the fund.

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    Performance

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    Yield

    Yield is an indication of the amount of income generated by a fund's investments in relation to the price.

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    Alpha

    The alpha is a measure of the difference between a fund's actual return and its expected level of performance, given its level of risk (as measured by beta). A positive alpha indicates that a fund has performed better than expected based on its beta, whereas a negative alpha indicates poorer performance.

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    Beta

    The beta is a measure of a stock's price volatility in relation to the rest of the market. In other words, how does the stock's price move relative to the overall market.

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    Sharpe

    The Sharpe Ratio is a risk-adjusted measure used to determine reward per unit of risk. The higher the Sharpe ratio, the better the fund's historical risk-adjusted performance.

The value of investments and the income from them can go down as well as up. Past performance should not be regarded as a guide to the future. The investments described may not be suitable for all recipients and this content does not constitute personalised investment advice. Torquil Clark Ltd can take no responsibility for investment decisions you may take as a result of this website. Please read our full Important Investment Risk Information.

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