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Heptagon Yacktman US Equity C Acc

Ranked 106 out of 120 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 : 30/04/2017 - 30/04/2018

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 size23Mn
  • 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).