Heptagon Fund ICAV - WCM Global Equity Fund C USD Acc

ISIN: IE00BYZ09Q19

Categoria Morningstar: Global Large-Cap Growth Equity

Società: Heptagon Capital

The investment objective of the Fund is to achieve long-term capital growth. The Fund aims to achieve its investment objective by investing primarily in equity securities of large cap global companies located worldwide, including in emerging markets, which are listed or traded on Recognised Markets. Large cap global companies are generally considered to be companies that have a market capitalisation in excess of $5 billion.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 29,03 3 anni: 6,61 5 anni: 14,51 Inizio: 13,31 2024: 12,91 2023: 22,34 2022: -26,42 2021: 23,61 2020: 30,11
Rendimento annuo: Categoria 1 anno: 18,72 3 anni: 4,10 5 anni: 10,53 Inizio: - 2024: 6,48 2023: 18,79 2022: -22,48 2021: 22,14 2020: 17,10
Rendimento annuo: Percentile 1 anno: 22,00 3 anni: 52,00 5 anni: 13,00 Inizio:- 2024: 21,00 2023: 30,00 2022: 78,00 2021: 46,00 2020: 11,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 16,71 3 Sharpe Ratio: 0,00 5 Correlazione: 96,30 Beta: 0,96 Alfa: -1,69 Tracking error: 5,11 Info Ratio: -0,36
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Growth Equity. Data: 2024-02-22
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Growth Equity. Data: 2024-02-22