IFSL Brooks Macdonald Balanced A Acc

FUNDEUFUNDGBXGB00B054QF32
Latest Price
350.40p
+3.90 (+1.13%)
as of 7 May 2026

Educational tool only — Fund data is shown for informational purposes. This is not financial advice or a recommendation to buy or sell any security.

Price History

Performance

Total Return
+9.57%
over 1y
Annualized Return
+14.41%
CAGR
Volatility
6.8%
annualized
Max Drawdown
-6.2%
trough 30 Mar 2026
Sharpe Ratio
2.13
risk-adjusted return
Best Day
+1.54%
9 Apr 2026
Worst Day
-1.44%
20 Mar 2026
Data Points
173
1 Sept 2025 – 7 May 2026