Overview

The WCM Quality Global Growth Fund (Managed Fund) (the Fund) is an Australian registered managed investment scheme investing in global equities.

The Fund provides investors with access to an actively managed portfolio of quality global companies found primarily in the high growth consumer, technology and healthcare sectors.

The portfolio is managed by WCM Investment Management, LLC (WCM), a California-based specialist global equity firm with an outstanding long-term investment track record.

WCM's investment process is based on the belief that corporate culture is the biggest influence on a company's ability to grow its competitive advantage or 'moat'. This process has resulted in WCM's Quality Global Growth Equity Strategy Composite outperforming the MSCI World Index by an annualised 3.97% per annum over more than a decade (inception 31 March 2008), with total firm assets under management growing to over A$139.2 billion (as at 31 March 2024).

The performance objective of the portfolio is to exceed its benchmark over rolling three-year time periods, and to experience lower volatility than the benchmark.

The Fund’s Class B units are hedged back into Australian dollars with the aim of reducing the risk associated with exposure to international currencies.

  • Proven world-class manager
  • Unique investment process
  • Quality global stocks
  • Active all-weather portfolio
  • Currency hedging

Platforms

The WCM Quality Global Growth Fund (Managed Fund) is available via the following platforms:

  • Ausmaq
  • AMP North
  • BT Panorama
  • BT Wrap
  • Colonial First Wrap
  • HUB24
  • Investment Exchange
  • IOOF
  • IOOF Employer Super
  • IOOF Expand
  • Macquarie
  • Netwealth
  • Omniport
  • PowerWrap
  • Praemium
  • Pursuit Select
  • Rhythm
  • Wealth02

Key Fund Info

Key Fund Facts

Fund Name WCM Quality Global Growth Fund (Managed Fund)
Responsible Entity AGP Investment Management Limited
Investment Manager WCM Investment Management, LLC
Benchmark MSCI All Country World ex-Australia Net Total Return Index 100% hedged to AUD (reported in Australian dollars)
Hedging Yes (Class B units only)
Minimum Investment $20,000 initial investment, $10,000 additional investment
Management Fee 1.25% p.a.
Administration Fee 0.10% p.a.
Performance Fee 10% excess return above the Benchmark after Management Fee

Fee is capped at 0.375% for the 6 month period based on the ending portfolio value

Investment Guidelines

Global listed equities (ex-Australia) 93% – 100%
Cash 0% – 7%

Why Invest

Proven World-class Manager

WCM has an outstanding long-term track record of global equity management. Their Quality Global Growth strategy has outperformed the MSCI World Index by an annualised 3.97% since its inception in 2008. Consistency of performance has been a large factor behind the firm managing assets on behalf of many of the world’s biggest pension plans including a number of large Australian superannuation funds.

Unique Investment Process

WCM’s two key criteria for any company to be considered for inclusion in the WCMQ Strategy are:

 

  1. a rising competitive advantage (or expanding economic moat) and
  2. a corporate culture that supports the expansion of this moat.

WCM believes the direction of a company’s economic moat is of more importance than its absolute width or size.

Active All-weather Portfolio

A key to building long-term wealth is to maximise participation in rising markets while limiting the impact of market weakness. The fund has been designed as an ‘all weather one’ capable of strong relative performance in both up and down markets. WCM’s focus on high quality companies with expanding moats is a proven approach for achieving this objective. This is evidenced by their Quality Global Growth strategy having delivered downside capture of close to 50% since inception, meaning the portfolio has experienced on average half of the loss of the benchmark during market declines.

Focused and Low-turnover Portfolio

The fund invests in a portfolio of no more than 20 – 40 companies. These companies are chosen from a universe of close to 2,100. This results in a high conviction portfolio ensuring that the investment team’s best ideas aren’t diluted by less compelling ones. The average holding period of each company is five to seven years. This means that each company is deeply researched prior and post inclusion in the portfolio, resulting in avoidance of unnecessary and excessive trading.

Quality Global Stocks

WCM’s focus on quality global stocks with expanding economic moats leads it towards high growth sectors such as technology, healthcare and consumer. For Australian investors this provides significant diversification benefits, as these sectors represent a relatively small proportion of the local market. The Fund has a relatively low exposure to banks and basic resources, the two heavyweight sectors in the ASX.

Currency Hedging

The Fund’s Class B units are hedged back into Australian dollars with the aim of reducing the risk associated with exposure to international currencies.

The Manager

Founded in 1976, WCM Investment Management, LLC is a California-based specialist active global and emerging markets asset management firm.
The firm is majority employee owned and manages in excess of A$139.2 billion (as at 31 March 2024) of assets on behalf of institutional and retail investors around the world including Australia.

Key investment professionals include:

Paul Black

CEO & Portfolio Manager

Sanjay Ayer

Portfolio Manager

Michael Trigg

Portfolio Manager and President

Jon Tringale

Portfolio Manager

How To Invest

Download the PDS
Download the PDS

Download and read the product disclosure statement (PDS)

Download
Complete the Application Form
Complete the Application Form

Complete our online application form at the link below. Please contact 1300 052 054 if you require assistance.

Apply Now
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