Heptagon Yacktman US Equity IGD GBP Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History0.23%
  • 3 Year sharpe1.29
  • 3 Year alpha8.16
  • Distribution Typeincome
  • BenchmarkS&P 500 NR USD
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.30%
  • IA Sector-
  • Manager GroupHeptagon
  • DomicileIreland
  • ISINIE00B94RDY44

Investment Strategy

The investment objective of the fund is to achieve long-term capital growth. The fund will mainly invest in common stocks of US companies believed to be under-valued.

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