Heptagon Fund ICAV - WCM Global Equity Fund Class Y2 USD AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2023 |
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Annual Returns (GBP) | 30/09/2023 | |||||||
2021 | 2022 | 30/09 | ||||||
Price Return | 16.64 | -21.80 | 10.03 | |||||
+/- Category | 2.08 | -3.72 | - | |||||
+/- Category Index | -1.42 | -2.83 | - | |||||
% Rank in Category | 43 | 77 | 32 |
Trailing Returns (GBP) | 02/10/2023 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.56 | 1.25 | 0.25 |
1 Week | 0.43 | 0.68 | -0.47 |
1 Month | -0.60 | -4.36 | -6.77 |
3 Months | -0.24 | -3.93 | -6.36 |
6 Months | 3.44 | -10.69 | -11.35 |
YTD | 10.65 | 1.77 | -1.08 |
1 Year | 8.00 | -8.73 | -15.02 |
3 Years Annualised | 3.54 | -2.08 | -5.36 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: Global Large-Cap Growth Equity | |||
Category Index: Morningstar Gbl Growth TME NR USD |
Quarterly Returns (GBP) | 30/09/2023 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2023 | 6.98 | 3.68 | -0.79 | - |
2022 | -13.91 | -11.46 | 5.11 | -2.40 |
2021 | -2.40 | 9.61 | 3.05 | 5.80 |
2020 | - | - | 4.84 | 9.82 |
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