EF New Horizon Cautious C Class AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 2.64 | -5.13 | 7.98 | 5.88 | 3.15 | -10.39 | 5.92 | 3.46 |
+/- Category | -2.23 | -1.25 | -1.10 | 2.05 | -0.30 | -0.10 | -0.36 | 0.92 |
+/- Category Index | - | - | - | 0.72 | -0.55 | 0.68 | -1.81 | 0.69 |
% Rank in Category | 88 | 77 | 67 | 22 | 62 | 49 | 61 | 20 |
Trailing Returns (GBP) | 16/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.02 | -0.04 | -0.28 |
1 Week | 0.26 | -0.24 | -0.50 |
1 Month | 0.92 | -0.19 | -0.02 |
3 Months | 2.19 | -0.81 | -1.56 |
6 Months | 4.52 | 0.38 | -0.37 |
YTD | 3.76 | 0.47 | -0.13 |
1 Year | 9.56 | 0.94 | -0.03 |
3 Years Annualised | -0.17 | 0.00 | -0.53 |
5 Years Annualised | 1.49 | 0.02 | -0.44 |
10 Years Annualised* | 2.39 | -0.43 | -1.35 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.78 | 0.67 | - | - |
2023 | 0.50 | 0.05 | 0.87 | 4.44 |
2022 | -4.06 | -6.92 | -1.59 | 1.97 |
2021 | -0.74 | 2.41 | 0.90 | 0.56 |
2020 | -8.92 | 9.94 | 1.59 | 4.09 |
2019 | 4.23 | 2.48 | 2.18 | -1.07 |
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