About the Fund

The WCM International Small Cap Growth Fund (the Fund) is an Australian managed investment scheme investing in global equities.

The Fund provides wholesale investors with access to a high conviction, actively managed diversified portfolio of listed, quality, high growth small capitalisation companies sourced from developed (ex US) and emerging markets.

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 International Small Cap Growth strategy outperforming the MSCI ACWI ex US Small Cap Index by an annualised 5.95% per annum since inception (31 December 2014), with total firm assets under management growing to over A$139.2 billion (as at 31 March 2024).

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