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Heptagon Kopernik Glb AllCp Eq CG £ Acc (0P0001587W.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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31,003.80+32.90 (+0.11%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.18%
5-year average return14.41%
Number of years up5
Number of years down4
Best 1-yr total return (2 May 2024)81.73%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return81.73%
Worst 3-yr total return-0.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001587W.LCategory
YTD2.62%0.00%
1-month3.22%0.00%
3-month2.62%0.00%
1-year13.31%0.00%
3-year7.56%0.00%
5-year13.49%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001587W.LCategory
2024
N/AN/A
2023
11.25%N/A
2022
-3.45%N/A
2021
22.20%N/A
2020
34.35%N/A
2019
6.69%N/A
2018
-6.31%N/A
2017
-0.98%N/A
2016
81.73%N/A
2015
-6.70%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.62%N/AN/AN/A
20230.74%-0.47%7.24%3.45%
2022-3.74%-7.05%2.04%5.76%
20218.24%9.65%2.39%0.56%
2020-11.64%35.98%0.66%11.08%
20192.55%6.71%-0.80%-1.72%
2018-5.20%4.19%-5.11%-0.03%
20170.97%-8.76%5.97%1.43%
201615.95%29.25%14.36%6.04%
20153.70%-2.18%-10.57%2.85%

Rank in category (by total return)

YTD83
1-month46
3-month83
1-year46
3-year31
5-year5

Load adjusted returns

1-year6.62%
3-year5.40%
5-year12.12%
10-yearN/A