Heptagon Fund ICAV - WCM Global Equity Fund JGD GBP Inc
Fund
ISIN IE000TI01PW3 / Valor null
NAV (2025-02-13)
GBP 168.23+2.35%
Heptagon Fund ICAV - WCM Global Equity Fund JGD GBP 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.