Overview

The WCM Quality Global Growth Equity Strategy Composite 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 (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 3.99% 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).

Australian investors can access WCM’s Quality Global Growth Equity Strategy Composite via a listed investment company (ASX:WQG) an exchange-traded managed fund (ASX:WCMQ) and an unlisted managed fund. Each investment offers exposure to the same underlying portfolio of quality global companies managed by WCM.

  • Proven world-class manager
  • Global income opportunity
  • Unique investment process
  • Quality global stocks
  • Active all-weather portfolio

Platform Availability

The WCM Quality Global Growth Equity Strategy Composite is available via the following platforms:

  • AMP North
  • Ausmaq
  • BT Panorama
  • BT Wrap
  • Colonial FirstWrap
  • Hub24
  • Investment Exchange
  • Macquarie
  • Netwealth
  • Omniport
  • Powerwrap

Performance

How To Invest

Investors can access the WCM Quality Global Growth Strategy Composite via three Australian investment vehicles designed to accommodate the differing preferences of individual investors. Each investment vehicle provides the same exposure to WCM’s Quality Global Growth Strategy Composite.

 

WCM Quality Global
Growth (Quoted
Managed Fund)
WCM Global
Growth Limited
WCM Quality
Global Growth
(Managed Fund)
ASX Code WCMQ WQG n/a
Application Form n/a n/a Click here
Inception Date 31 August 2018 23 June 2017 February 2019
Managed by WCM Investment Management
1.25% Management Fee
Benchmark: MSCI All Country World Index (ex-Australia)
Lonsec ‘Recommended’ Rating
Actively Managed Exchange-traded Managed Fund
Listed Investment Company
Unlisted Managed Fund

 

Why Invest

Proven World-class Manager

Proven World-class Manager

WCM has an outstanding long-term track record of global equity management. WCM’s Quality Global Growth Equity Strategy Composite has outperformed the MSCI World Index by an annualised 3.99% 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

Unique Investment Process

WCM’s two key criteria for any company to be considered for inclusion in the 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

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 its WCM Quality Global Growth Equity Strategy having delivered downside capture of close to 76% since inception, meaning the portfolio has experienced on average half of the loss of the benchmark during market declines.

Focused and Low-turnover Portfolio

Focused and Low-turnover Portfolio

The Strategy 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 to and post inclusion in the portfolio, resulting in avoidance of unnecessary and excessive trading.

Quality Global Stocks

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 portfolio has a relatively low exposure to banks and basic resources, the two heavyweight sectors in the ASX.

Traded on the ASX

Traded on the ASX

The WCM Quality Global Growth Equity Strategy Composite is available via an exchange-traded managed fund (ASX:WCMQ) or a listed investment company (ASX:WQG), which means it can be easily bought and sold on the ASX just like any ordinary shares. Investors will have the convenience of CHESS/HIN statements.

The Manager

Founded in 1976, WCM Investment Management 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 & President

Jon Tringale

Portfolio Manager

http://damai.balikpapan.go.id/assets/css/scatter-hitam/ https://scatterhitam-slot.com https://tth.com.tc/ https://gna.university/ https://guiqac.gnauniversity.edu.in/ http://tourism.gov.eg/ powergaming88 http://e-office.utu.ac.id/asset/assets/plugins/gacor/ powergaming88 powergaming88 powergaming88 powergaming88 powergaming88 powergaming88 powergaming88 powergaming88 slot zeus nolimit city sv388 https://pariamantimur.pariamankota.go.id/assets/ https://sipatudia.bpsdm.sumbarprov.go.id/assets/mahjong/ slot jepang http://46.250.237.148:8005/ http://simokata.tabanankab.go.id/dist/img/thailand/ scatter hitam slot thailand link slot thailand 777 slot powergaming88 slot luar negeri slot gacor maxwin slot gacor hari ini slot gacor terbaru mahjong ways 2 slot thailand jp slot slot bni slot bri slot bsi slot danamon slot gopay slot server korea slot malaysia slot amerika slot rusia fan tan monopoly live lightning roulette mega ball sweet bonanza candyland mega sic bo mega baccarat andar bahar sbobet88 ktm303 slot dubai slot qris powergaming88 Slot Thailand Slot Zeus Pg Soft Starlight Princess Slot Gacor Maxwin Joker123 Sv388 Slot Thailand Slot Thailand Slot Qris slot thailand joker123 mahjong ways 2 888slot slot jepang slot thailand slot mahjong ways slot qris slot deposit dana slot dana nolimit city slot thailand sv388 slot888 slot kamboja http://labse.ce.undip.ac.id/sejarah/gacorx/ Slot Thailand Starlight Princess Mahjong Ways 2 Slot Maxwin slot thailand slot filipina slot88 slot thailand slot mahjong NEW SLOT POLA GACOR https://mandiri-gacor.angkolatimur.tapselkab.go.id/ jp slot slot ganas https://cheat-gacor.angkolatimur.tapselkab.go.id/ crazy time live slot qris https://sqris.angkolatimur.tapselkab.go.id/ slot akurat qris https://pragmaticplay.dharmasatyasarana.co.id/ https://dana.sidamaju.skom.id/ https://joker123.putramuko.co.id/ https://akun-pro-rusia.mariyadl.sch.id/ slot zeus server thailand server hongkong slot ovo slot gopay slot linkaja joker123 nolimit city sv388 starlight princess mahjong ways pg slot slot zeus sv388 idn slot https://joker123.elearningmansatuokit.sch.id/ slot server thailand slot thailand https://slot-thailand.itr.ac.id/ https://pn-watansoppeng.go.id/media/jui/server-thailand/ https://dinkes.hsu.go.id/wp-content/uploads/server-thailand/ nolimit city slot ovo slot gopay pragmati play starlight princess slot pg soft slot mahjong slot zeus digmaan slot mania slot zeus server thailand ying77 slot thailand judi bola live casino sv388 pg soft slot dana mahjong ways slot mania slot x500 ladangtoto slot server kamboja digmaan digmaan slot88 scv388 sabung ayam online slot live casino sicbo online slot thailand ladangtoto sv388 ladangtoto powergaming88 66kbet powergaming88 slot thailand ladangtoto slot thailand server thailand slot thailand slot thailand slot thailand slot gacor ladangtoto2 ying77 bet server thailand slot thailand ying77 slot88 ladangtoto ladangtoto slot maxwin sv388 sv388 slot gacor 66k bet slot dana sabung ayam inline slot mahjong slot toto slot server thailand slot gacor slot server thailand slot thailand situs slot wwg slot slot daftar judi slot online indonesia slot gacor slot mawin slot gacor slot thailand slot gacor slot gacor demo slot pragmatic sv388 slot88 pgsoft Daftar Judi Slot Online Indonesia Paling Gacor di Indonesia Daftar Situs Judi Slot Online SLOT88 lucky neko slot gacor slot88 slot kakek slot maxwin slot thailand Slot Mahjong Ways 2 Mudah Jackpot Paus di PG Soft Hari ini 2023 Lucky Neko Situs Slot Gacor Pgsoft Hari Ini SITUS SABUNG AYAM SV388 ONLINE DAFTAR LINK LOGIN APK AGEN SV388 https://disarpus.padangpariamankab.go.id/assets/888slot/ https://dpmptsp.muratarakab.go.id/wp-includes/js/dist/thai/ https://dinkes.hsu.go.id/scatter-hitam/ https://wisuda.smkind-mm2100.sch.id/hitam/ https://sso.untirta.ac.id/example/crud/scatter-hitam/ https://pmb.itsnupekalongan.ac.id/vendor/bin/scatter-hitam/ http://damai.balikpapan.go.id/assets/css/scatter-hitam/" https://saraga.itb.ac.id/css/ https://pertanian.tapselkab.go.id/kcfinder/thailand/ https://sikiper.untirta.ac.id/vendor/psr/888slt/ https://abdimas.stiemkalianda.ac.id/docs/manual/thailand/ https://sip-banjar.banjarkab.go.id/css/scatter-hitam/ https://sipanja.paserkab.go.id/UI/vendors/idn/ https://sikerma.untirta.ac.id/application/views/sv388/ https://pdc.polikant.ac.id/wp-content/themes/scatter-hitam/ https://www.chemistryfair.ui.ac.id/thai/ https://jurnal.univa-labuhanbatu.ac.id/public/site/scatter-hitam/ http://teknikinformatika.fasilkom.mercubuana.ac.id/wp-admin/maint/zeus/ https://kamboja.mtsn1banjar.sch.id/ https://zeusslot.angkolatimur.tapselkab.go.id/ https://www.poltekelbajo.ac.id/scatter-hitam/ http://888slot.smpn2cileungsi.sch.id/ https://lpm.univa-labuhanbatu.ac.id/wp-content/themes/jnews/scatter-hitam/ https://cctv.pn-sengkang.go.id/ https://scatterhitam-slot.com https://tth.com.tc/ https://gna.university/ https://guiqac.gnauniversity.edu.in/ http://tourism.gov.eg/ powergaming88 http://e-office.utu.ac.id/asset/assets/plugins/gacor/ powergaming88 powergaming88 powergaming88 powergaming88 powergaming88 powergaming88 powergaming88 powergaming88 slot zeus nolimit city sv388 https://pariamantimur.pariamankota.go.id/assets/ https://sipatudia.bpsdm.sumbarprov.go.id/assets/mahjong/ slot jepang http://46.250.237.148:8005/ http://simokata.tabanankab.go.id/dist/img/thailand/ scatter hitam slot thailand link slot thailand 777 slot powergaming88 slot luar negeri slot gacor maxwin slot gacor hari ini slot gacor terbaru mahjong ways 2 slot thailand jp slot slot bni slot bri slot bsi slot danamon slot gopay slot server korea slot malaysia slot amerika slot rusia fan tan monopoly live lightning roulette mega ball sweet bonanza candyland mega sic bo mega baccarat andar bahar sbobet88 ktm303 slot dubai slot qris powergaming88 Slot Thailand Slot Zeus Pg Soft Starlight Princess Slot Gacor Maxwin Joker123 Sv388 Slot Thailand Slot Thailand Slot Qris slot thailand joker123 mahjong ways 2 888slot slot jepang slot thailand slot mahjong ways slot qris slot deposit dana slot dana nolimit city slot thailand sv388 slot888 slot kamboja http://labse.ce.undip.ac.id/sejarah/gacorx/ Slot Thailand Starlight Princess Mahjong Ways 2 Slot Maxwin slot thailand slot filipina slot88 slot thailand slot mahjong NEW SLOT POLA GACOR https://mandiri-gacor.angkolatimur.tapselkab.go.id/ jp slot slot ganas https://cheat-gacor.angkolatimur.tapselkab.go.id/ crazy time live slot qris https://sqris.angkolatimur.tapselkab.go.id/ slot akurat qris https://pragmaticplay.dharmasatyasarana.co.id/ https://dana.sidamaju.skom.id/ https://joker123.putramuko.co.id/ https://akun-pro-rusia.mariyadl.sch.id/ slot zeus server thailand server hongkong slot ovo slot gopay slot linkaja joker123 nolimit city sv388 starlight princess mahjong ways pg slot slot zeus sv388 idn slot https://joker123.elearningmansatuokit.sch.id/ slot server thailand slot thailand https://slot-thailand.itr.ac.id/ https://pn-watansoppeng.go.id/media/jui/server-thailand/ https://dinkes.hsu.go.id/wp-content/uploads/server-thailand/ nolimit city slot ovo slot gopay pragmati play starlight princess slot pg soft slot mahjong slot zeus digmaan slot mania slot zeus server thailand ying77 slot thailand judi bola live casino sv388 pg soft slot dana mahjong ways slot mania slot x500 ladangtoto slot server kamboja digmaan digmaan slot88 scv388 sabung ayam online slot live casino sicbo online slot thailand ladangtoto sv388 ladangtoto powergaming88 66kbet powergaming88 slot thailand ladangtoto slot thailand server thailand slot thailand slot thailand slot thailand slot gacor ladangtoto2 ying77 bet server thailand slot thailand ying77 slot88 ladangtoto ladangtoto slot maxwin sv388 sv388 slot gacor 66k bet slot dana sabung ayam inline slot mahjong slot toto slot server thailand slot gacor slot server thailand slot thailand situs slot wwg slot slot daftar judi slot online indonesia slot gacor slot mawin slot gacor slot thailand slot gacor slot gacor demo slot pragmatic sv388 slot88 pgsoft Daftar Judi Slot Online Indonesia Paling Gacor di Indonesia Daftar Situs Judi Slot Online SLOT88 lucky neko slot gacor slot88 slot kakek slot maxwin slot thailand Slot Mahjong Ways 2 Mudah Jackpot Paus di PG Soft Hari ini 2023 Lucky Neko Situs Slot Gacor Pgsoft Hari Ini SITUS SABUNG AYAM SV388 ONLINE DAFTAR LINK LOGIN APK AGEN SV388