Heptagon Fund ICAV - WCM Global Equity Fund Class CE 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 | 28.50 | 37.45 | 15.94 | -22.24 | 19.49 | 11.11 | ||
+/- Category | 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 | 19 | 11 | 46 | 78 | 30 | 10 |
Trailing Returns (GBP) | 20/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.11 | 0.80 | -0.20 |
1 Week | -0.31 | -0.06 | -1.21 |
1 Month | 3.35 | -0.41 | -2.82 |
3 Months | 4.84 | 1.15 | -1.29 |
6 Months | 18.67 | 4.55 | 3.89 |
YTD | 14.21 | 5.33 | 2.48 |
1 Year | 25.66 | 8.93 | 2.64 |
3 Years Annualised | 7.46 | 1.85 | -1.43 |
5 Years Annualised | 12.82 | 2.48 | 0.44 |
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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