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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.

Fund Summary

EF New Horizon Balanced Inc & Gr B Inc

Cobham Road
+44 1202 855856

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 Operations

Last Dividend --
Last Cap Gain --
Holdings Turnover -274.40%
Average for Category --

Fees & Expenses

Expense 0P00001PFF.L Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Anthony is a multi-asset investment manager. His career began at Deutsche Asset and Wealth Management before moving to Pershing (part of the BNY Mellon Group) as part of the International Settlements team, and then to WH Ireland, in Manchester. Anthony then joined Ascencia Investment Management in 2016. He holds the CFA UK IMC, Certificate in ESG investment and Investment Management Diploma.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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