EF New Horizon Cautious A Class IncomeRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 4.6 | 1.9 | -11.5 | 4.7 | 2.8 |
![]() | +/-Cat | 0.8 | -1.5 | -1.2 | -1.6 | 0.3 |
![]() | +/-B’mrk | -0.6 | -1.8 | -0.4 | -3.1 | 0.1 |
Category: GBP Allocation 20-40% Equity | ||||||
Category Benchmark: Morningstar UK Mod Caut Tgt... |
Key Stats | ||
NAV 16/07/2024 | GBX 108.63 | |
Day Change | 0.01% | |
Morningstar Category™ | GBP Allocation 20-40% Equity | |
IA (formerly IMA) Sector | Mixed Investment 0-35% Shares | |
ISIN | GB00B0ZRJS62 | |
Fund Size (Mil) 28/06/2024 | GBP 30.78 | |
Share Class Size (Mil) 16/07/2024 | GBP 0.04 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 11/04/2024 | 2.39% |
Investment Objective: EF New Horizon Cautious A Class Income |
The aim of the Fund is long-term capital growth, with a limited risk perspective, through conservative investment in a diversified portfolio of derivatives, collective investment schemes, investment trusts, other transferable securities, cash or near cash, deposits and money market instruments. Subject to the requirements of the Regulations, the portfolio will normally remain fully invested. There will, however, be no restrictions on the underlying content of the investments held, in terms of investment type, geographical or economic sector, meaning that the Investment Manager has the absolute discretion to weight the portfolio towards any investment type or sector, including cash, at any time. Unregulated collective investment schemes may be used up to the full extent permitted by the Regulations. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Simon Callow 18/08/2018 | ||
Anthony Holt 18/08/2018 | ||
Inception Date 21/11/2006 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Mixed Investment 0-35% Shares | Morningstar UK Mod Caut Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for EF New Horizon Cautious A Class Income | 30/06/2024 |
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