LF Heartwood Balanced Multi Asset Fund I Income

FUNDEUFUNDGBXGB00B4NX0471
Yield:1.06%
Latest Price
186.90p
+0.96 (+0.52%)
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
+12.71%
over 1y
Annualized Return
+19.27%
CAGR
Volatility
8.2%
annualized
Max Drawdown
-7.0%
trough 23 Mar 2026
Sharpe Ratio
2.34
risk-adjusted return
Best Day
+1.50%
8 Apr 2026
Worst Day
-1.83%
23 Mar 2026
Data Points
173
1 Sept 2025 – 7 May 2026