EF New Horizon Cautious B Class IncomeRegister 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 | 2.19 | -5.73 | 7.16 | 5.14 | 2.41 | -11.05 | 5.21 | 3.10 |
+/- Category | -2.67 | -1.86 | -1.92 | 1.31 | -1.03 | -0.76 | -1.07 | 0.55 |
+/- Category Index | - | - | - | -0.02 | -1.28 | 0.02 | -2.52 | 0.33 |
% Rank in Category | 93 | 88 | 79 | 33 | 75 | 61 | 73 | 31 |
Trailing Returns (GBP) | 16/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.01 | -0.05 | -0.29 |
1 Week | 0.23 | -0.26 | -0.52 |
1 Month | 0.85 | -0.26 | -0.09 |
3 Months | 2.01 | -0.99 | -1.75 |
6 Months | 4.13 | 0.00 | -0.76 |
YTD | 3.35 | 0.06 | -0.54 |
1 Year | 8.77 | 0.14 | -0.82 |
3 Years Annualised | -0.88 | -0.70 | -1.24 |
5 Years Annualised | 0.77 | -0.70 | -1.16 |
10 Years Annualised | 1.81 | -1.01 | -1.93 |
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 | 2.59 | 0.49 | - | - |
2023 | 0.35 | -0.13 | 0.70 | 4.25 |
2022 | -4.23 | -7.09 | -1.76 | 1.76 |
2021 | -0.92 | 2.23 | 0.72 | 0.38 |
2020 | -9.08 | 9.75 | 1.41 | 3.91 |
2019 | 3.99 | 2.30 | 2.01 | -1.26 |
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