http://citywire.co.uk/fund/heptagon­future­trends­equity/c567110
Heptagon Future Trends Equity C USD Acc
Ranked 2/650 in Equity ­ Global over 3 months
Who runs this fund? Alex Gunz Currently running 1 fund Fund Group
Heptagon How has this fund performed over 3 months?
Discrete monthly performance Heptagon Future Trends Equity C USD Acc
Feb 17 Mar 17 Apr 17 Mar 17
Apr 17
May 17
2.82%
2.01%
6.89%
Discrete monthly performance (%) for the 3 month period from Jan 17 to May 17 (month end to month end, bid/bid, gross income reinvested, calculated in £)
Fund performance statistics: Lipper Limited Copyright
http://citywire.co.uk/fund/heptagon­future­trends­equity/c567110
How does Heptagon Future Trends Equity C USD Acc compare to the sector over 3 months?
Total Return Rank
Fund
1/650
MainFirst ­ Global Equities A
16.89%
2/650
Heptagon Future Trends Equity C USD Acc
12.11%
3/650
Lindsell Train Global Equity B
11.74%
4/650
S&W Aubrey Global Conviction Ret A Acc
10.91%
5/650
Morgan Stanley Global Opportunity A USD
10.37%
Max. Loss Rank
Fund
1/650
Morgan Stanley Global Advantage A USD
0.00%
1/650
Brown Advisory Global Leaders C USD
0.00%
1/650
Heptagon Future Trends Equity C USD Acc
0.00%
1/650
Partners Group Listed ­Listed Income EUR I
0.00%
1/650
JSS Equity ­ Global Opportunities C USD cap
0.00%
Risk Rank
Fund
528/650
Kennox Strategic Value Professional Inc
9.05
530/650
Robeco QI Global Conservative Equities D EUR
9.06
531/650
Heptagon Future Trends Equity C USD Acc
9.07
532/650
Old Mutual Fidelity Global Focus A Acc
9.08
532/650
Ivy+ Balanced Growth C Inst EUR
9.08
Sharpe Ratio Rank
Fund
21/650
MI Thornbridge Global Opportunities A Acc
1.64
23/650
LOYS Sicav ­ LOYS Global System P
1.60
24/650
Heptagon Future Trends Equity C USD Acc
1.51
25/650
Nordea 1 ­ Global Ideas Equity BP USD
1.48
26/650
Fidelity Funds ­ Global Demographics A­ACC­USD
1.47
Fund performance statistics: Lipper Limited Copyright
http://citywire.co.uk/fund/heptagon­future­trends­equity/c567110
Info
Fund information Launch Date
Share Class size
Base Currency
ISIN
12 Jan 2016
$5.7m
USD
IE00BYWKMJ85
Purchase Info
Minimum initial investment
Minimum additional investment
$1000000
N/A
Charges Annual management charge
1%
Initial charge
N/A
Fund performance statistics: Lipper Limited Copyright