LSE - Delayed Quote GBp

LF Heartwood Balanced Multi Asset Fund A Accumulation (0P0000Q1PQ.L)

147.00
+1.00
+(0.68%)
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. 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 Moderate Allocation
Fund Family Heartwood Wealth Management Ltd
Net Assets 988.6M
YTD Return -5.14%
Yield 0.84%
Morningstar Rating
Inception Date Mar 29, 2010

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 50
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

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