EF New Horizon Balanced Income & Growth D Class AccumulationRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 4.0 | 8.1 | -11.0 | 6.7 | 3.1 | |
+/-Cat | -0.1 | 0.1 | -0.6 | -0.9 | 1.2 | |
+/-B’mrk | -1.3 | 0.1 | -1.8 | -2.6 | 0.9 | |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 09/05/2024 | GBX 113.42 | |
Day Change | -0.02% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | Mixed Investment 20-60% Shares | |
ISIN | GB00BYWWS071 | |
Fund Size (Mil) 30/04/2024 | GBP 49.06 | |
Share Class Size (Mil) 09/05/2024 | GBP 0.13 | |
Max Initial Charge | - | |
Ongoing Charge 11/04/2024 | 1.25% |
Investment Objective: EF New Horizon Balanced Income & Growth D Class Accumulation |
The aim of the Fund is to achieve medium to long-term growth in both income and capital, through investment in a diversified portfolio of collective investment schemes, investment trusts, other transferable securities, cash or near cash, deposits, money market instruments and derivatives. 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 | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Simon Callow 18/08/2018 | ||
Anthony Holt 18/08/2018 | ||
Inception Date 12/10/2015 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Mixed Investment 20-60%Shares | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for EF New Horizon Balanced Income & Growth D Class Accumulation | 30/04/2024 |
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
|