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LSE - Delayed Quote GBP

EF New Horizon Balanced Inc & Gr B Inc (0P00001PFF.L)

1.6965
+0.0051
+(0.30%)
As of May 2 at 9:00:00 PM GMT+1. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -1.22%
5y Average Return 4.38%
Number of Years Up 13
Number of Years Down 6
Best 1Y Total Return (May 2, 2025) 25.32%
Worst 1Y Total Return (May 2, 2025) --
Best 3Y Total Return 25.32%
Worst 3Y Total Return -0.43%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00001PFF.L
Category
YTD
-0.69%
0.00%
1-Month
-2.57%
0.00%
3-Month
-0.69%
0.00%
1-Year
1.94%
0.00%
3-Year
1.29%
0.00%
5-Year
5.64%
0.00%
10-Year
2.88%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00001PFF.L
Category
2025
--
--
2024
6.78%
--
2023
6.08%
--
2022
-11.29%
--
2021
7.64%
--
2020
3.40%
--
2019
12.52%
--
2018
-8.72%
--

2017
6.51%
--
2016
14.03%
--
2015
1.01%
--
2014
-0.80%
--
2013
25.32%
--
2012
14.02%
--
2011
-7.15%
--
2010
19.22%
--
2009
23.07%
--
2008
-25.40%
--
2007
-0.30%
--
2006
17.46%
--
2005
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.69% -- -- --
2024 4.03% 0.22% 1.01% 1.40%
2023 -0.30% 0.41% 0.70% 5.23%
2022 -3.97% -8.22% -0.98% 1.64%
2021 0.17% 4.25% 1.84% 1.21%
2020 -15.59% 13.25% 2.26% 5.77%
2019 5.70% 3.14% 2.26% 0.92%
2018 -5.28% 3.97% -0.97% -6.40%
2017 3.51% 0.63% 0.47% 1.78%
2016 2.90% 2.80% 6.68% 1.04%

2015 5.31% -4.50% -2.98% 3.52%
2014 -1.32% -0.25% -2.14% 2.98%
2013 8.56% -0.45% 8.44% 6.94%
2012 7.62% -4.30% 6.79% 3.66%
2011 0.55% -1.73% -9.46% 3.78%
2010 6.69% -6.80% 11.07% 7.94%
2009 -8.83% 10.30% 18.44% 3.33%
2008 -9.02% -2.28% -7.75% -9.03%
2007 2.15% 2.21% -2.96% -1.59%
2006 7.70% -4.27% 5.67% 7.81%
2005 4.50% -- -- --

Rank in Category (By Total Return)

YTD 66
1-Month 63
3-Month 66
1-Year 84
3-Year 76
5-Year 54

Load Adjusted Returns

1-Year -3.16%
3-Year -0.43%
5-Year 4.56%
10-Year 2.36%

Performance & Risk

YTD Return -1.22%
5y Average Return 4.38%
Rank in Category (ytd) 66
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

Fund Overview

Category --
Fund Family WAY Fund Managers Limited
Net Assets 52.26M
YTD Return -0.69%
Yield 2.38%
Morningstar Rating
Inception Date Nov 21, 2006

Fund Summary

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