LSE - Delayed Quote GBp

LF Heartwood Income Plus Multi Asset Fund A Income (0P0000Q1PG.L)

103.00
+1.00
+(0.98%)
As of July 8 at 9:00:00 PM GMT+1. Market Open.

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
500
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Amber by Request
  • Amber

Fund Summary

To deliver a total return (the combination of income and capital growth) that at the end of any five year period is equivalent to achieving a total return of the Consumer Price Index plus 3% each year over that period, after all costs and charges have been taken. The Sub-fund aims to generate a greater proportion of its total return from income rather than capital growth. There is no guarantee that the objective will be met or that a positive return will be delivered over any time period and capital is at risk.

Fund Overview

Category GBP Allocation 60-80% Equity
Fund Family Heartwood Wealth Management Ltd
Net Assets 112.85M
YTD Return -8.09%
Yield 4.37%
Morningstar Rating
Inception Date Mar 29, 2010

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 69
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

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