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You are here: Manager factsheet

Catriona Blackwell

Standard Life Wealth
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FE Trustnet verdict
Overall, performing better than the peer group composite. Over a fairly lengthy track record, the manager has, period by period, consistently managed to outperform the peer group. Stockpicking has made a contribution to results, which have tended to be relatively better in a falling market.
Manager profile
Catriona joined Newton as a graduate trainee in 2006 after graduating from the University of Bristol with a BA Honours in History. Since then she has completed the Investment Management Certificate qualification and is Level 2 candidate in the Chartered Financial Analyst program. Since joining Newton Catriona has worked as part of the team looking after offshore and international clients and manages a variety of individual, company and trust portfolios.
Total return for Catriona Blackwell
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
Quartile 1
Quartile 2
Quartile 3
Quartile 4
Discrete calendar year performance : Catriona Blackwell

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Catriona Blackwell 8.8 4.8 19.8 7.3 - - - - - -
Peer Group Composite 5.4 3.5 22.1 5.2 - - - - - -
Over / Under 3.4 1.3 -2.3 2.1 - - - - - -
Performance vs peer group composite: Catriona Blackwell
How a manager matches up against his peers gives you some idea of how talented he is. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
Overall markets
Outperformed peer group composite
3 years
out of a possible 4
Overall markets
Underperformed peer group composite
1 year
out of a possible 4
Rising markets
Outperformed peer group composite
3 years
out of a possible 4
Falling markets
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
Stan Life Wealth Falcon Co-managed (deputy) UT Global since Jul 13 2011 to present
Funds managed previously
Fund Periods
No previously managed funds
Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.