Heptagon Fund ICAV - WCM Global Equity Fund ID USD Inc header image

Heptagon Fund ICAV - WCM Global Equity Fund ID USD Inc

Fund

ISIN IE00BYZ0B874 / Valor null

NAV (2025-04-24)
USD 138.58+1.85%

Heptagon Fund ICAV - WCM Global Equity Fund ID USD Inc
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General Objective

The fund aims to achieve long-term capital growth by investing primarily in equity securities of large cap global companies located throughout the world.

Fund Exposure

The fund is exposed to a diverse range of sectors, with top holdings in companies from the communication services, consumer discretionary, and consumer staples sectors. It also has exposure to various countries, with a significant allocation to the United States, Taiwan, and Canada.

Risks

The fund is subject to special risk considerations including geographic concentration risk, portfolio concentration risk, and operational risk. Additionally, the investment return and principal value of an investment may fluctuate, and changes in exchange rates can have an adverse effect on the value of the investment. Investors should carefully consider the risks and charges before investing in the fund.

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Source

https://www.heptagon-capital.com/funds/heptagon-fund-icav-wcm-global-equity-fund-c-usd-acc/

Tags:
global equities msci acwi large cap

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