Heptagon Fund ICAV - Heptagon European Focus Equity Fund IE EUR Acc

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Morningstar Rating™(Relative to Category)30/06/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average2 star
5-YearAverageAbove Average3 star
10-Year--Not Rated
OverallAverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Heptagon Fund ICAV - Heptagon European Focus Equity Fund IE EUR Acc
  • Morningstar DM Europe Grt TME NR EUR
%
Volatility Measurements30/06/2024
 
3-Yr Std Dev17.45 %
3-Yr Mean Return2.27 %
 
3-Yr Sharpe Ratio-0.03
 
Modern Portfolio Statistics30/06/202430/06/2024
 Standard IndexBest Fit Index
 Morningstar DM Europe Grt TME NR EUR  MSCI Europe Growth NR EUR
3-Yr Beta1.131.14
3-Yr Alpha-4.84-4.27
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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