UK markets close in 29 minutes

Heptagon Driehaus US MicroCapEqCGHGBPAcc (0P0001G0RA.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
19,848.70-382.00 (-1.89%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.94%
5-year average return13.20%
Number of years up3
Number of years down1
Best 1-yr total return (30 Apr 2024)80.22%
Worst 1-yr total return (30 Apr 2024)N/A
Best 3-yr total return80.22%
Worst 3-yr total return-3.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001G0RA.LCategory
YTD14.57%0.00%
1-month4.17%0.00%
3-month14.57%0.00%
1-year24.87%0.00%
3-year-3.17%0.00%
5-year15.07%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001G0RA.LCategory
2024
N/AN/A
2023
10.89%N/A
2022
-34.80%N/A
2021
23.01%N/A
2020
80.22%N/A
2019
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.57%N/AN/AN/A
20231.75%8.86%-7.74%8.52%
2022-21.38%-22.80%7.98%-0.52%
202112.25%7.03%-4.04%6.70%
2020-25.62%53.86%12.76%39.67%
20196.34%-10.97%16.05%N/A

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year17.49%
3-year-5.12%
5-year13.68%
10-yearN/A