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Heptagon Yacktman US Equity C Acc

Ranked 114 out of 123 in - US over 12 months
All calculations are in EUR unless stated

Objective

The Fund aims to achieve capital growth by investing predominately in a concentrated portfolio of U.S.Equities.

Showing fund performance in Norway View performance globally

Performance

US over : 31/05/2017 - 31/05/2018
  • Rank 114/123 Total Return
  • Rank 2/123 Standard Deviation
  • Rank 16/123 Max Drawdown
Fund Name Currency Risk
1 JPM US Hedged Equity C Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

5.4

2 Heptagon Yacktman US Equity C Acc EUR

6.3

3 SIG Lyrical I EUR Acc EUR

7.5

4 Allianz US Equity Fund - W (H-EUR)

Currency exposure is hedged

Currency exposure is hedged

EUR

7.5

5 Amundi Fds Wells Fargo US Concentrated Core AU C EUR

7.8

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.5%
2017 1.6% 4.7% -5.6% -2.5% 5.4%
2016 13.5% -0.9% 4.7% -0.1% 9.5%
2015 3.9% 8.5% -5.7% -5.6% 7.6%
2014 25.6% 0.5% 4.4% 9.1% 9.8%
2013 20.7% 14.5% 2.6% -2.0% 4.7%
2012 7.8% 4.6% 4.0% 2.2% -3.0%
2011 8.9% -1.3% 0.4% -2.2% 12.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. France
  4. Germany
  5. Ireland
  6. Norway
  7. Spain
  8. Sweden
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date14/12/2010
  • Share Class size21Mn
  • Base currencyUSD
  • ISIN IE00B3LHWB51

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).