EF New Horizon Balanced Income & Growth D Class AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
|
Annual Returns (GBP) | 30/04/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 30/04 | ||||
Price Return | 3.98 | 8.14 | -11.02 | 6.68 | 3.09 | |||
+/- Category | -0.10 | 0.08 | -0.56 | -0.85 | 1.24 | |||
+/- Category Index | -1.31 | 0.15 | -1.76 | -2.58 | 0.92 | |||
% Rank in Category | 51 | 49 | 64 | 62 | 16 |
Trailing Returns (GBP) | 20/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.04 | -0.01 | 0.17 |
1 Week | 0.18 | -0.33 | -0.05 |
1 Month | 2.78 | -0.43 | -0.33 |
3 Months | 3.51 | -0.49 | -0.42 |
6 Months | 9.26 | 0.90 | 0.68 |
YTD | 4.73 | 0.62 | 0.00 |
1 Year | 11.06 | 1.80 | 0.27 |
3 Years Annualised | 2.30 | 0.57 | -0.93 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.15 | - | - | - |
2023 | -0.07 | 0.45 | 0.88 | 5.35 |
2022 | -3.87 | -8.11 | -0.88 | 1.63 |
2021 | 0.29 | 4.37 | 1.95 | 1.33 |
2020 | -15.47 | 13.41 | 2.43 | 5.89 |
|
Advertisement |