In 2025, investors are going to be confronted with several crucial questions such as the impact of a Trump trade war on global markets, concerns about the direction of US monetary policy and who will win the AI arms race.
As these events unfold, allocating to the right global equities manager can be the key to unlocking substantial alpha and help you navigate the complexity of international markets.
About WCM Investment Management
WCM is a California based global equities specialist with total firm assets under management of A$148 billion1.
In the Australian market WCM proudly serves over 10,000 institutional, wholesale and retail investors.
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 returning 14.95% since inception in 2008, outperforming its Benchmark2 by an annualised 4.52%. The strategy has also returned 45.38% over the past 12 months3 and delivered returns in excess of the benchmark over one, five and 10 years, and since inception.
How to Invest
Investors can access the Strategy 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:
- A listed investment company (ASX:WQG)
- An exchanged-traded managed fund (ASX:WCMQ)
- An unlisted managed fund
1As at December 2024.
2Benchmark refers to the MSCI All Country World Index (with gross dividends reinvested reported in Australian Dollars and unhedged).
3This figure is based on the performance of the Strategy after fees using a 1% maximum annual management fee for the Strategy. Performance figures are annualised and as at 31 January 2025 in AUD and include the reinvestment of all income.
DISCLAIMER: AGP Investment Management Limited (AGP IM) (ABN 26 123 611 978, AFSL 312247) is a wholly owned subsidiary of Associate Global Partners Limited (AGP), a financial institution listed on the ASX (APL). AGP IM is the responsible entity for WCM Quality Global Growth Fund - Active ETF (ARSN 625 955 240) (ASX: WCMQ) and WCM Quality Global Growth Fund (Managed Fund) (ARSN 630 062 047).
AGP International Management Pty Ltd (AIML) (ABN 33 617 319 123) is the investment manager for WCM Global Growth Limited (ASX: WQG), a listed investment company) and is a corporate authorised representative of AGP (CAR No. 1254169). WCM Investment Management, LLC (WCM) is the underlying manager and applies its WCM Quality Global Growth Equity Strategy (the Strategy), excluding Australia, in managing each of WQG, WCMQ and WCM Quality Global Growth Fund (Managed Fund) (the Funds). WCM does not hold an AFSL. WQG and CIML are part of the AGP Group.
Even though the Strategy, excluding Australia, is applied to each of WQG, WCMQ and WCM Quality Global Growth Fund (Managed Fund) certain factors including, but not limited to, differences in cash flows, fees, expenses, performance calculation methods, portfolio sizes and composition may result in variances between the investment returns for each portfolio. The performance of the Strategy is not the performance of the portfolios and is not an indication of how WQG, WCMQ and WCM Quality Global Growth Fund (Managed Fund) would have performed in the past or will perform in the future.
This material has been prepared by AGP IM for general information purposes only. The material should not be viewed as a solicitation or offer of advice or services by WCM, AGP or AGP IM. It does not contain investment recommendations nor provide investment advice. It does not take into account the objectives, financial situation or needs of any particular individual. Investors should, before acting on this material, consider the appropriateness of the material.
Neither AGP IM, AGP, their related bodies corporate, entities, directors or officers guarantees the performance of, or the timing or amount of repayment of capital or income invested in the Funds or that the Funds will achieve its investment objectives. Past performance is not indicative of future performance.
Any economic or market forecasts are not guaranteed. Any references to particular securities or sectors are for illustrative purposes only and are as at the date of publication of this material. This is not a recommendation in relation to any named securities or sectors and no warranty or guarantee is provided that the positions will remain within the portfolio of the Funds. The reader should not assume that an investment in the securities identified was or will be profitable.
Investors should seek professional investment, financial or other advice to assist the investor determine the individual tolerance to risk and needs to attain a particular return on investment. In no way should the investor rely on information contained in this material.
Investors should read the Product Disclosure Statement (PDS) of the Funds or any relevant offer document in full before making a decision to invest in these products. The Funds’ Target Market Determination can be obtained by visiting www.associateglobal.com.
