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Heptagon Future Trends Equity IE EUR Acc - IE00BYWKN739
Obiettivo di investimento dichiarato
The investment objective of the Fund is to achieve long-term capital growth. The Fund aims to achieve its investment objective by investing primarily in a concentrated portfolio of equity securities of companies located worldwide which are listed or traded on Recognised Markets. The Fund is a global fund insofar as its investments are not confined or concentrated in any particular geographic region or market.
Anagrafica e indicatori
| ISIN: IE00BYWKN739 | Benchmark dichiarato: 100% MSCI World NR USD |
| Prezzo/Nav al 18/04/2024: 101,65 EUR | Benchmark Morningstar: Morningstar Gbl Growth TME NR USD |
| Investimento minimo: 2.000.000,00 EUR | Società di Gestione: Heptagon |
| Categoria Morningstar: Azionari Internazionali Large Cap Growth | Valuta: EUR |
Commissioni
| Commissioni | Da prospetto |
|---|---|
| Commissione di ingresso massima | 3,00% |
| Commissione di uscita massima | 0,00% |
| Commissione di gestione | 1,15% |
| Commissione di performance | ND |
Rating e rischio
Rendimenti
| Rendimenti | Fondo | Categoria |
|---|---|---|
| Rendimento YTD % | 0,07% | 5,42% |
| Rendimento 1 anno % | 2,05% | 16,82% |
| Rendimento 3 anni % | ND | 2,62% |
| Rendimento 5 anni % | ND | 9,16% |
| Rendimento 10 anni % | ND | 10,34% |
Visualizzazione documentazione offerta
Fondi acquistabili
Il fondo Heptagon Future Trends Equity IE EUR Acc al momento non è acquistabile su FondiOnline.it. Puoi sottoscrivere in alternativa i seguenti fondi per la categoria Azionari Internazionali Large Cap Growth.
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Le informazioni su Fondi Comuni di Investimento, Sicav e Fondi Pensione Aperti messe a disposizione sul Sito sono di esclusiva proprietà di Morningstar Italy S.r.l. (http://www.morningstar.it/it/). Innofin non è pertanto in alcun modo responsabile della veridicità, completezza e aggiornamento delle Informazioni.
