LF Heartwood Growth Multi Asset I Acc

Fund

Fund Info

  • Yield History0.96%
  • 3 Year sharpe0.92
  • 3 Year alpha-1.42
  • Distribution Typeaccumulation
  • BenchmarkMSCI World GR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.47%
  • SectorUnclassified Sector
  • Manager GroupHeartwood Wealth
  • DomicileUnited Kingdom
  • ISINGB00B4L57C25

Investment Strategy

The investment objective of the Sub-fund is to deliver a capital growth return equivalent to the Consumer Price Index plus 4% per annum net of fees over a rolling five-year period. 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. The Sub-fund will aim to achieve this by investing in a diversified range of asset types with emphasis on equities and other higher risk investments. The Sub-fund may invest directly and indirectly in equities, bonds, warrants, money market instruments, deposits, cash, near cash and collective investment schemes. The Sub-fund may invest in derivatives for both investment and efficient portfolio management purposes. The Sub-fund may gain indirect exposure, through collective investment schemes and transferable securities to assets including, but not limited to, commercial property, hedge funds and commodities. The Sub-fund has no geographical restrictions.