Investment trust
EJFI EJF Investments Ltd GBP
ISIN JE00BF0D1M25London Stock Exchange: EJFI
- Investment trusts
- Investment trust
- ISA
- SIPP
Latest close
LSE£1.37
on
As of , at least 15 min delayed
At a glance
As of 13/11/2026, EJFI (EJF Investments Ltd GBP, ISIN JE00BF0D1M25) closed at £1.37 on the London Stock Exchange. Over the five years to 13/11/2026 its price changed by +6.6% (income paid out is not included), or −16.8% after UK CPIH inflation.
Past returns
- 1 year to 13/11/2026
- +10.5%
- +6.6% after inflation (UK CPIH)
- 3 years to 13/11/2026
- +25.7%
- +13.6% after inflation (UK CPIH)
- 5 years to 13/11/2026
- +6.6%
- −16.8% after inflation (UK CPIH)
£1,000 put in five years ago would have been worth about £1,066 on 13/11/2026 — about £832 in today’s spending power, once price rises are taken out. Past performance is not a guide to future returns.
Returns: worked out from recorded daily closes. Inflation: UK CPIH, latest month published.
How we work it out:ReturnsReturns after inflationTotal returnReal returnCPIH
Calendar-year and 12-month returns
Calendar-year returns of EJF Investments Ltd GBP in pounds (price only, income paid out not included): 2022 +2.3%, 2023 −23.1%, 2024 +17.2%, 2025 +3.8%; 2026 to 13/11/2026 +10.9%. Returns of EJF Investments Ltd GBP in pounds (price only, income paid out not included) over the 12 months to 30/09/2026: +10.5%; to 30/09/2025: +12.7%; to 30/09/2024: −0.9%; to 30/09/2023: −5.9%; to 30/09/2022: −8.2%.
| Year | Return | After inflation | Return shown as a bar |
|---|---|---|---|
| to | +10.9% | +7.4% | |
| to | +3.8% | +0.2% | |
| to | +17.2% | +13.2% | |
| −23.1% | −26.2% | ||
| +2.3% | −6.3% |
| 12 months to | Return | After inflation |
|---|---|---|
| from | +10.5% | +6.6% |
| from | +12.7% | +8.3% |
| from | −0.9% | −3.4% |
| from | −5.9% | −11.6% |
| from | −8.2% | −15.6% |
As of , inflation: UK CPIH
How we work it out:Calendar-year returnsWhat a calendar-year return isAccumulating and distributing
Risk: volatility and largest fall
Volatility (annualised)
14.5%over 5 years
| 1 year | 9.0% |
|---|---|
| 3 years | 13.4% |
| 5 years | 14.5% |
Annualised from weekly returns. Higher means bumpier.
- Largest fall since November 2021
- −31.6%
- From to
- Lowest 12-month return
- −26.3%
- 12 months to
- Highest 12-month return
- +28.9%
- 12 months to
- Below its highest weekly close since November 2021
- 2.1%
- High of , latest
In words: Volatility of EJF Investments Ltd GBP in pounds, annualised from weekly returns to 13/11/2026: 9.0% over 1 year, 13.4% over 3 years, 14.5% over 5 years. Largest fall in the price of EJF Investments Ltd GBP since November 2021, in pounds: −31.6% from 16/12/2022 to 12/04/2024. The lowest 12-month return of EJF Investments Ltd GBP in pounds (price only, income paid out not included) since January 2021 was −26.3% (12 months to 24/11/2023); the highest was +28.9% (12 months to 14/03/2025). On 13/11/2026 the price of EJF Investments Ltd GBP was 2.1% below its highest weekly close since November 2021 (02/10/2026), in pounds.
As of , price only — income paid out is not included
How we work it out:Risk figuresFallsVolatilityLargest fall
In plain English
EJF Investments Ltd GBP is an investment trust.
You buy and sell it through a share-dealing account or platform during stock-market hours, like a share.
Investment trusts: Companies on the stock exchange that invest in other assets. Their share price can be above or below the value of what they own.
Key facts
- Ticker
- EJFI
- ISIN
- JE00BF0D1M25
- Structure
- Investment trust
- A company listed on the stock exchange that invests in other assets; its price can differ from the value of what it holds.
- Domicile
- Jersey
- Can usually be held in
- ISA and SIPP
- Check with your platform: each decides which funds it offers.
- Currency hedged
- No
- Price currency
- Pounds (GBP)
- Category
- Investment trusts
Price chart
Over the last year, the closing price went from £1.24 on 14/11/2025 to £1.37 on 13/11/2026 (+10.5%). The lowest close shown was £1.22 on 23/01/2026 and the highest £1.40 on 02/10/2026.
One close a week. Before 26/08/2026 the closes are from the weekly price history for this listing; from then on, the closing prices we have recorded. Price only — income paid out is not included.
As of , at least 15 min delayed
Five years of prices, and after inflation
260 weekly closes, from 12/11/2021 to 13/11/2026. The same history in November 2026 pounds, adjusted with CPIH inflation.
Create a free account to see the 5-year price chart and the after-inflation chart
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How we work it out:Prices and returnsNAV and price
Risk and return in depth
Sharpe, Sortino and Calmar ratios
Sharpe, Sortino and Calmar ratios over 1, 3 and 5 years, from weekly returns in pounds.
With a free accountRolling returns
The full range of 250 rolling 12-month returns since January 2021, and of 146 rolling three-year returns, in pounds, with how often they were above zero.
With a free accountLargest falls and recoveries
The 3 largest falls since November 2021, in pounds, with how many weeks each took to reach its low and to recover.
With a free account
Create a free account to see the risk ratios, every rolling return and each large fall and its recovery
Sign-up takes an email address. There is no card to enter and nothing to pay.
Moves compared with a similar fund
Correlation and beta of weekly returns in pounds against iShares Core MSCI World UCITS ETF, over the three years to 13/11/2026 (151 weeks).
Pro
Pro — currently by invitation
Pro includes moves against a comparable fund
Pro is open by invitation while it is being built. There is nothing to buy. To ask about access, email [email protected].
Questions people ask
What is the ISIN of EJFI?
The ISIN of EJFI is JE00BF0D1M25. An ISIN identifies one exact share class of a fund; EJFI is its ticker on the London Stock Exchange.
What were EJFI’s returns in each of the last five years?
Calendar-year returns of EJFI in pounds (price only, income paid out not included): 2022 +2.3%, 2023 −23.1%, 2024 +17.2%, 2025 +3.8%; 2026 to 13/11/2026 +10.9%. Past performance is not a guide to future returns.
How has EJFI done after inflation?
Over the five years to 13/11/2026 EJFI’s price changed by +6.6% (income paid out is not included), or −16.8% after UK CPIH inflation. Past performance is not a guide to future returns.
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Fund documents and methods
Methodology:ReturnsCategoriesAll methods
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