asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: WQG
release_schedule:
structure: Listed Investment Company
commentary_block:
factsheet_url:
fund_features:
WCM Global Growth Limited (WQG) is a listed investment company that invests in a portfolio of global growth equities, excluding Australia. WQG seeks to deliver long-term capital appreciation through an investment in what the Manager considers to be quality global growth stocks. The company seek to provide portfolio returns (before fees and expenses) that exceed the benchmark index, the MSCI ACWI ex-Australia (AUD), by 3%p.a over a rolling 3 year period. WCM has developed a unique investment strategy based on rigorous bottom-up analysis to identify quality stocks with sustainable growth potential.
- The valuation discipline is to invest in shares at a fair price where there is a margin of safety that helps provide downside protection.
- The portfolio is managed with a high conviction, active approach and is concentrated across 20-40 high quality growth companies.
- The portfolio is diversified across global sub-sectors and countries, both developed markets and emerging markets, based upon WCM’s rigorous bottom-up analysis. Up to 7% of the portfolio may be held in cash.
- The Company has adopted a currency policy that the portfolio will be unhedged.