Heptagon Fund ICAV - WCM Global Equity Fund Class A USD AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |||
Price Return | 27.73 | 36.62 | 15.25 | -22.71 | 18.77 | 10.88 | ||
+/- Category | 3.50 | 12.93 | 0.68 | -4.63 | 2.75 | 4.82 | ||
+/- Category Index | - | - | -2.82 | -3.74 | -3.54 | 3.87 | ||
% Rank in Category | 24 | 12 | 50 | 79 | 34 | 11 |
Trailing Returns (GBP) | 17/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.54 | 0.15 | -0.85 |
1 Week | -1.04 | -0.79 | -1.94 |
1 Month | 1.84 | -1.92 | -4.33 |
3 Months | 3.26 | -0.43 | -2.86 |
6 Months | 18.62 | 4.50 | 3.84 |
YTD | 13.83 | 4.95 | 2.10 |
1 Year | 25.86 | 9.14 | 2.84 |
3 Years Annualised | 7.09 | 1.48 | -1.80 |
5 Years Annualised | 11.95 | 1.61 | -0.42 |
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 | 14.83 | - | - | - |
2023 | 6.68 | 3.40 | -1.07 | 8.84 |
2022 | -14.16 | -11.73 | 4.80 | -2.66 |
2021 | -2.69 | 9.28 | 2.74 | 5.48 |
2020 | -6.95 | 27.29 | 4.92 | 9.94 |
2019 | 14.52 | 10.62 | 1.64 | -0.80 |
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