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Heptagon WCM Global Equity CE EUR Acc (0P0001EVRZ.F)

Frankfurt - Frankfurt Delayed Price. Currency in EUR
209.70-0.29 (-0.14%)
At close: 09:00PM CET

Heptagon WCM Global Equity CE EUR Acc

171, Old Bakery Street

Management Information
,Lead Manager since March 31, 2022
Jon joined WCM in 2015; his primary responsibility is portfolio management for our global, fundamental growth strategies. Since he began his investment career in 2008, Jon’s experience includes positions as an Analyst on the trading floor with Wedbush Securities, and as Vice President at Gerson Lehrman Group. Jon earned his B.S. (cum laude) in Finance from San Jose State University (California).
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

Fund FamilyHeptagon Capital Limited
Net AssetsN/A
YTD Return4.61%
Morningstar Rating★★★★
Inception DateDec 21, 2023

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover26.81%
Average for CategoryN/A

Fees & Expenses

Expense0P0001EVRZ.FCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A