The WCM Quality Global Growth Strategy

The WCM Quality Global Growth strategy 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 strategy outperforming the MSCI World Index by an annualised 5.6% per annum over more than a decade, with total firm assets under management growing to over $49 billion.

Australian investors can access the WCM Quality Global Growth strategy via a choice of an exchange-traded managed fund, a listed investment company, or an unlisted managed fund.

Objectives

  • To exceed the benchmark MSCI All Country World Index ex-Australia before taxes and fees over rolling three-year time periods

  • To experience lower volatility than the benchmark

Benefits

  • Proven world class manager
  • Unique culture-focused investment process
  • Downside protection
  • Active all-weather portfolio

The WCM Quality Global Growth Strategy

The WCM Quality Global Growth strategy 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 strategy outperforming the MSCI World Index by an annualised 5.6% per annum over more than a decade, with total firm assets under management growing to over $49 billion.

Australian investors can access the WCM Quality Global Growth strategy via a choice of an exchange-traded managed fund, a listed investment company, or an unlisted managed fund.

Objectives

  • To exceed the benchmark MSCI All Country World Index ex-Australia before taxes and fees over rolling three-year time periods

  • To experience lower volatility than the benchmark

Benefits

  • Proven world class manager
  • Unique culture-focused investment process
  • Downside protection
  • Active all-weather portfolio
Expression of Interest

Performance

Performance WCM QGG(%) MSCI ACWI(%) VALUE ADD(%)
1 Year 24.2 11.4 12.8
3 Years 18.4 14.3 4.2
5 Years 18.3 12.9 5.4
10 Years 16.6 12.3 4.3
Inception 14.0 8.3 5.6

Based on the performance of the WCM Quality Global Growth composite strategy with inception date 31 March 2008. Performance data to 31 March 2019 in AUD. Past performance is not indicative of future performance. to view full performance disclaimer.

How To Invest

Investors can access the WCM Quality Global Growth strategy via three Australian investment vehicles. Each structure provides investors the same exposure to the WCM Investment Management's Quality Global Growth strategy.
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
Managed by WCM Investment Management
Inception date 31 August 2018 23 June 2017 February 2019
1.25% management fee
Benchmark: MSCI All Country World Index (ex-Australia)
Lonsec 'Recommended' rating
Responsible Entity: Switzer Asset Management
Actively Managed exchange-traded managed fund
Listed Investment Company
Unlisted Managed Fund

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$49 billion of assets on behalf of institutional and retail investors around the world including Australia.

Key investment professionals include:

Paul Black

Portfolio Manager & Co-CEO

Sanjay Ayer

Portfolio Manager & Business Analyst

Peter Hunkel

Portfolio Manager & Business Analyst

Kurt Winrich

Portfolio Manager & Co-CEO

Michael Trigg

Portfolio Manager & Business Analyst

Media

The Executive Series – CommSec

WCM Investment Management Co-CEO, Kurt Winrich speaks with Tom Piotrowski about WCM’s launch of its Exchange Traded Managed Fund (ETMF).

Read more +

More Media

Contact

The WCM Quality Global Growth strategy is promoted and distributed in Australia by Contango Asset Management. Call 02 9048 7888 or email invest@contango.com.au to speak with one of the team.

Martin Switzer

CEO, Contango Asset Management

BEc (University of Sydney)