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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

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.04%
5-year average return12.65%
Number of years up5
Number of years down1
Best 1-yr total return (27 May 2024)37.45%
Worst 1-yr total return (27 May 2024)N/A
Best 3-yr total return37.45%
Worst 3-yr total return2.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001BHQ7.LCategory
YTD11.11%0.00%
1-month-3.40%0.00%
3-month7.89%0.00%
1-year25.42%0.00%
3-year5.12%0.00%
5-year12.39%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001BHQ7.LCategory
2024
N/AN/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/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202415.01%N/AN/AN/A
20236.84%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%
201914.69%10.78%1.80%-0.65%
2018-3.41%9.75%7.22%-10.28%
20173.98%N/AN/AN/A

Rank in category (by total return)

YTD10
1-month65
3-month11
1-year14
3-year37
5-year11

Load adjusted returns

1-year18.01%
3-year3.01%
5-year11.02%
10-yearN/A