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Heptagon WCM Global Equity AGD GBP Inc (0P0001K2RK.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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14,281.70+223.90 (+1.59%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.52%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (7 May 2024)18.79%
Worst 1-yr total return (7 May 2024)N/A
Best 3-yr total return18.79%
Worst 3-yr total return1.91%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001K2RK.LCategory
YTD14.84%0.00%
1-month3.33%0.00%
3-month14.84%0.00%
1-year27.87%0.00%
3-year7.69%0.00%
5-year0.00%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001K2RK.LCategory
2024
N/AN/A
2023
18.79%N/A
2022
-22.70%N/A
2021
15.26%N/A
2020
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.84%N/AN/AN/A
20236.69%3.40%-1.07%8.84%
2022-14.16%-11.72%4.81%-2.66%
2021-2.68%9.28%2.74%5.49%
20204.92%9.94%N/AN/A

Rank in category (by total return)

YTD8
1-month19
3-month8
1-year14
3-year38
5-yearN/A

Load adjusted returns

1-year20.31%
3-year5.53%
5-yearN/A
10-yearN/A