LSE - Delayed Quote GBp

EF Brunswick Growth Portfolio B Acc GBP (0P0000KWF0.L)

211.10 +208.99 (+9,913.28%)
At close: July 9 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return 5.13%
5y Average Return 3.06%
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return (Jul 9, 2024) 20.02%
Worst 1Y Total Return (Jul 9, 2024) --
Best 3Y Total Return 20.02%
Worst 3Y Total Return -1.08%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000KWF0.L
Category
YTD
6.13%
0.00%
1-Month
0.59%
0.00%
3-Month
4.52%
0.00%
1-Year
7.80%
0.00%
3-Year
-0.26%
0.00%
5-Year
4.11%
0.00%
10-Year
6.54%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000KWF0.L
Category
2024
--
--
2023
-0.68%
--
2022
-10.46%
--
2021
9.63%
--
2020
8.67%
--
2019
20.02%
--
2018
-8.06%
--
2017
19.09%
--

2016
16.89%
--
2015
5.43%
--
2014
4.42%
--
2013
16.43%
--
2012
5.40%
--
2011
-14.38%
--
2010
7.27%
--
2009
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.07% -- -- --
2023 -1.81% -0.99% 1.09% 1.06%
2022 -5.53% -8.70% -1.06% 4.91%
2021 1.14% 4.68% 1.06% 2.47%
2020 -22.38% 17.52% 4.42% 14.09%
2019 7.43% 5.23% 1.12% 5.00%
2018 -3.11% 5.13% 0.55% -10.23%
2017 6.90% 4.20% 1.99% 4.83%
2016 -0.92% 2.05% 12.60% 2.67%
2015 6.73% -1.35% -6.72% 7.34%

2014 0.37% -0.31% 1.07% 3.25%
2013 12.42% -4.05% 4.41% 3.38%
2012 8.98% -5.38% 1.08% 1.12%
2011 0.79% -0.95% -16.17% 2.31%
2010 -2.37% -6.15% 5.65% 10.81%
2009 1.21% -- -- --

Rank in Category (By Total Return)

YTD 47
1-Month 76
3-Month 15
1-Year 95
3-Year 95
5-Year 92

Load Adjusted Returns

1-Year 7.80%
3-Year -0.26%
5-Year 4.11%
10-Year 6.54%

Performance & Risk

YTD Return 5.13%
5y Average Return 3.06%
Rank in Category (ytd) 47
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.81
Morningstar Risk Rating

Fund Overview

Category --
Fund Family WAY Fund Managers Limited
Net Assets 581.54k
YTD Return 6.13%
Yield 3.60%
Morningstar Rating
Inception Date Jul 20, 2009

Fund Summary

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