McInroy & Wood Balance Fund Personal Inc

FUNDEUFUNDGBXGB00B7RRJ163
Yield:1.39%
Latest Price
6348.80p
+28.90 (+0.46%)
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
+5.82%
over 1y
Annualized Return
+8.68%
CAGR
Volatility
7.6%
annualized
Max Drawdown
-7.3%
trough 23 Mar 2026
Sharpe Ratio
1.15
risk-adjusted return
Best Day
+1.27%
1 Apr 2026
Worst Day
-1.67%
9 Mar 2026
Data Points
172
1 Sept 2025 – 7 May 2026