Heptagon Fund ICAV - WCM Global Equity Fund CGD GBP IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | ||
Price Return | 1.97 | 28.50 | 37.45 | 15.94 | -22.24 | 19.48 | 11.11 | |
+/- Category | 6.72 | 4.27 | 13.75 | 1.38 | -4.16 | 3.46 | 5.05 | |
+/- Category Index | - | - | - | -2.12 | -3.27 | -2.82 | 4.10 | |
% Rank in Category | 12 | 19 | 11 | 46 | 78 | 30 | 10 |
Trailing Returns (GBP) | 17/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.54 | 0.15 | -0.85 |
1 Week | -1.03 | -0.78 | -1.93 |
1 Month | 1.89 | -1.87 | -4.28 |
3 Months | 3.42 | -0.27 | -2.71 |
6 Months | 18.98 | 4.85 | 4.19 |
YTD | 14.09 | 5.21 | 2.36 |
1 Year | 26.62 | 9.90 | 3.60 |
3 Years Annualised | 7.74 | 2.12 | -1.16 |
5 Years Annualised | 12.63 | 2.28 | 0.25 |
10 Years Annualised | - | - | - |
Category: Global Large-Cap Growth Equity | |||
Category Index: Morningstar Gbl Growth TME NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 15.01 | - | - | - |
2023 | 6.84 | 3.55 | -0.92 | 9.00 |
2022 | -14.04 | -11.59 | 4.96 | -2.52 |
2021 | -2.54 | 9.45 | 2.89 | 5.64 |
2020 | -6.81 | 27.48 | 5.08 | 10.10 |
2019 | 14.69 | 10.78 | 1.80 | -0.65 |
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