Heptagon Fund ICAV - WCM Global Equity Fund Class S USD AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 29/02/2024 |
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Annual Returns (GBP) | 29/02/2024 | |||||||
2021 | 2022 | 2023 | 29/02 | |||||
Price Return | 15.83 | -22.32 | 19.37 | 11.23 | ||||
+/- Category | 1.26 | -4.24 | 3.34 | 4.44 | ||||
+/- Category Index | -2.24 | -3.35 | -2.94 | 3.48 | ||||
% Rank in Category | 47 | 78 | 31 | 10 |
Trailing Returns (GBP) | 27/03/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.35 | 0.11 | 0.48 |
1 Week | 1.21 | 0.94 | 1.65 |
1 Month | 3.31 | 0.66 | 1.39 |
3 Months | 15.53 | 6.48 | 6.57 |
6 Months | 26.11 | 8.19 | 3.37 |
YTD | 14.96 | 6.03 | 6.00 |
1 Year | 31.98 | 10.18 | 5.42 |
3 Years Annualised | 8.21 | 2.45 | 2.54 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: Global Large-Cap Growth Equity | |||
Category Index: Morningstar Gbl Growth TME NR USD |
Quarterly Returns (GBP) | 29/02/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2023 | 6.82 | 3.53 | -0.94 | 8.97 |
2022 | -14.06 | -11.62 | 4.93 | -2.54 |
2021 | -2.57 | 9.42 | 2.87 | 5.62 |
2020 | - | 27.45 | 5.05 | 10.08 |
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