Overview

WCM Global Growth Limited (WQG or the Company) is a listed investment company investing in global equities.

The Company provides investors with access to an actively managed portfolio of quality global companies found primarily in the high growth Consumer, Technology and Health Care sectors.

The portfolio is managed by WCM Investment Management, LLC (WCM), a leading global equities specialist based in California. Founded in 1976, WCM is trusted globally with over A$167.3 billion (as at 31 March 2026) in assets under management. The firm is owned by its employees who have a fundamental belief that corporate culture is the most powerful force behind a company’s ability to grow its competitive advantage. This process has resulted in WCM's Quality Global Growth Strategy outperforming the MSCI World Index by an annualised 4.07% over more than a decade (inception 31 March 2008).

In the Australian market, WCM proudly serves over 10,000 institutional, wholesale and retail investors.

WQG offers investors regular, fully franked dividends paid quarterly under a progressive dividend policy which means dividends are expected to increase over time. WQG investors have an opportunity to access a fully franked income stream from a portfolio of global companies.

WQG provides investors with:

  • Increasing quarterly dividends
  • Fully franked income
  • Excellent long-term performance
  • A portfolio of 30-40 quality global stocks
  • Easy trading via the ASX

Platforms

WCM Global Growth Limited is available via the following platforms:

  • AMP North
  • BT Panorama
  • BT Wrap
  • Hub24
  • Macquarie
  • Mason Stevens
  • Netwealth

Key Fund Info

Key Fund Facts

ASX Code WQG
Investment Manager AGP International Management Pty Ltd
Investment Adviser WCM Investment Management, LLC
Benchmark MSCI All Country World ex Australia USD Gross Total Return Index reported in AUD
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 0.75% for the 12 month period based on the ending portfolio value

Investment Guidelines

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

Announcements

DateDescriptionDocument
12/06/2026 Update – Notification of buy-back – WQG View
12/06/2026 Renewal of Existing On-Market Share Buy-Back View
11/06/2026 Investment Update and NTA Statement 31 May 2026 View
11/06/2026 Investment Update and NTA Statement 31 May 2026 View
10/06/2026 Weekly NTA 5 June 2026 View
02/06/2026 Weekly NTA 29 May 2026 View
26/05/2026 Weekly NTA 22 May 2026 View
19/05/2026 Weekly NTA 15 May 2026 View
15/05/2026 Update – Dividend/Distribution – WQG View
14/05/2026 Investment Update 30 April 2026 View
13/05/2026 Dividend/Distribution – WQG View
13/05/2026 Q3 FY26 Quarterly Dividend Announcement View
12/05/2026 Weekly NTA 8 May 2026 View
05/05/2026 Weekly NTA 1 May 2026 View
28/04/2026 Weekly NTA 24 April 2026 View
21/04/2026 Weekly NTA 17 April 2026 View
20/04/2026 Change of Company Secretary View
14/04/2026 Investment Update and NTA Statement 31 March 2026 View
14/04/2026 Weekly NTA 10 April 2026 View
08/04/2026 Weekly NTA 2 April 2026 View

Why Invest

Proven Word-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 4.07% since its inception in 2008.

Unique Investment Process

WCM’s two key criteria for selecting an investment 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 moat is more important than its absolute width or size.

Fully Franked Income

Access an increasing, fully franked income stream, derived from a portfolio of quality global companies.

Increasing Quarterly Dividends

The Company has a progressive quarterly dividend policy, meaning dividends are forecast to increase in the future.

Quality Global Stocks

WCM’s focus on quality global stocks with expanding economic moats leads it towards high growth sectors such as Technology, Health Care and Consumer. For Australian investors this provides significant diversification benefits, as these sectors represent a relatively small proportion of the local market.

Focused, Low-turnover Portfolio

The portfolio holds no more than 30 – 40 companies, chosen from a universe of over 2,100. This construction results in a high conviction portfolio ensuring the investment team’s best ideas aren’t diluted by less compelling ones.

Traded on the ASX

WCM Global Growth Limited trades on the ASX under the ticker code ‘WQG’, so you can invest via your stockbroker in the same way you would purchase any shares.

The Manager

Founded in 1976, WCM Investment Management, LLC is a leading global equities specialist based in California. WCM is trusted globally with over A$167.3 billion (as at 31 March 2026).
The firm is owned by its employees who have a fundamental belief that corporate culture is the most powerful force behind a company’s ability to grow its competitive advantage.


 

Paul Black

Co-CEO & Portfolio Manager

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Sanjay Ayer

Portfolio Manager

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Michael Trigg

Co-CEO & Portfolio Manager

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Jon Tringale

Portfolio Manager

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Valentina Stojanovska Cal

Independent Non-executive Chair

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Martin Switzer

Chief Executive Officer and Managing Director

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Stephen Merlicek

Independent Non-executive Director

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Paul Rickard

Non-executive Director

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Paul Black

Co-CEO & Portfolio Manager

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Sanjay Ayer

Portfolio Manager

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Michael Trigg

Co-CEO & Portfolio Manager

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Jon Tringale

Portfolio Manager

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Valentina Stojanovska Cal

Independent Non-executive Chair

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Martin Switzer

Chief Executive Officer and Managing Director

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Stephen Merlicek

Independent Non-executive Director

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Paul Rickard

Non-executive Director

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How To Invest

WCM Global Growth Limited trades on the ASX under the ticker code ‘WQG’, so you can invest via your stock broker in the same way you would purchase any ordinary shares.

With a Full Service Broker
With a Full Service Broker

If you don’t have an existing Full Service Stockbroker relationship, visit the ASX website.

With an Online Broker
With an Online Broker

Purchase shares directly through your online broker with the ticker code WQG.

Through Your Financial Adviser
Through Your Financial Adviser

Contact your financial adviser to invest.

Not Sure?
Not Sure?

If you have any questions, please contact us on
1300 052 054 or email invest@associateglobal.com.