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Heptagon WCM Global Equity CGD GBP Inc (0P0001BHQ7.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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23,105.10
-56.10
(-0.24%)
At close: 09:00PM BST
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
14.04%
5-year average return
12.65%
Number of years up
5
Number of years down
1
Best 1-yr total return (27 May 2024)
37.45%
Worst 1-yr total return (27 May 2024)
N/A
Best 3-yr total return
37.45%
Worst 3-yr total return
2.51%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
0P0001BHQ7.L
Category
YTD
11.11%
0.00%
1-month
-3.40%
0.00%
3-month
7.89%
0.00%
1-year
25.42%
0.00%
3-year
5.12%
0.00%
5-year
12.39%
0.00%
10-year
0.00%
0.00%
Last bull market
0.00%
0.00%
Last bear market
0.00%
0.00%
Annual total return (%) history
Year
0P0001BHQ7.L
Category
2024
N/A
N/A
2023
19.48%
N/A
2022
-22.24%
N/A
2021
15.94%
N/A
2020
37.45%
N/A
2019
28.50%
N/A
2018
1.97%
N/A
2017
N/A
N/A
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
15.01%
N/A
N/A
N/A
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%
2018
-3.41%
9.75%
7.22%
-10.28%
2017
3.98%
N/A
N/A
N/A
Rank in category (by total return)
YTD
10
1-month
65
3-month
11
1-year
14
3-year
37
5-year
11
Load adjusted returns
1-year
18.01%
3-year
3.01%
5-year
11.02%
10-year
N/A
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