Heptagon Fund ICAV - WCM Global Equity Fund Class AGD GBP IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2021 | 2022 | 2023 | 30/04 | |||||
Price Return | 15.26 | -22.70 | 18.79 | 10.89 | ||||
+/- Category | 0.69 | -4.62 | 2.77 | 4.83 | ||||
+/- Category Index | -2.81 | -3.72 | -3.52 | 3.88 | ||||
% Rank in Category | 50 | 79 | 34 | 11 |
Trailing Returns (GBP) | 20/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.11 | 0.79 | -0.21 |
1 Week | -0.32 | -0.07 | -1.22 |
1 Month | 3.30 | -0.46 | -2.87 |
3 Months | 4.69 | 1.00 | -1.44 |
6 Months | 18.33 | 4.21 | 3.55 |
YTD | 13.96 | 5.07 | 2.22 |
1 Year | 24.92 | 8.20 | 1.90 |
3 Years Annualised | 6.83 | 1.22 | -2.06 |
5 Years Annualised | - | - | - |
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 | 14.84 | - | - | - |
2023 | 6.69 | 3.40 | -1.07 | 8.84 |
2022 | -14.16 | -11.72 | 4.81 | -2.66 |
2021 | -2.68 | 9.28 | 2.74 | 5.49 |
2020 | - | - | 4.92 | 9.94 |
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