Heptagon Fund ICAV - WCM Global Equity Fund Class XE EUR 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 | 28.93 | 37.86 | 16.29 | -22.01 | 19.84 | 11.22 | ||
+/- Category | 4.70 | 14.16 | 1.73 | -3.93 | 3.82 | 5.16 | ||
+/- Category Index | - | - | -1.77 | -3.04 | -2.47 | 4.21 | ||
% Rank in Category | 16 | 11 | 44 | 77 | 28 | 9 |
Trailing Returns (GBP) | 17/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.54 | 0.15 | -0.85 |
1 Week | -1.02 | -0.77 | -1.93 |
1 Month | 1.91 | -1.84 | -4.25 |
3 Months | 3.49 | -0.20 | -2.63 |
6 Months | 19.15 | 5.03 | 4.37 |
YTD | 14.22 | 5.34 | 2.49 |
1 Year | 27.00 | 10.28 | 3.98 |
3 Years Annualised | 8.06 | 2.45 | -0.83 |
5 Years Annualised | 12.97 | 2.63 | 0.59 |
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 | 15.10 | - | - | - |
2023 | 6.92 | 3.63 | -0.84 | 9.08 |
2022 | -13.97 | -11.53 | 5.04 | -2.45 |
2021 | -2.47 | 9.53 | 2.97 | 5.72 |
2020 | -6.74 | 27.57 | 5.16 | 10.19 |
2019 | 14.77 | 10.86 | 1.90 | -0.56 |
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