Monday, 17 September 2018

WCMQ

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The WCM Quality Global Growth Fund (ASX:WCMQ) is an actively managed exchange-traded managed fund that gives Australian investors access to a concentrated portfolio of high-quality global growth companies. [1, 2]
Key Overview
  • Focus: Invests in 30 to 40 global stocks, mostly in high-growth areas like technology, health care, and consumer sectors (excluding Australia). [1, 2]
  • Manager: Managed by California-based WCM Investment Management, which looks for companies with strong corporate cultures and growing competitive advantages (economic moats). [1, 2, 3]
  • Goal: Aims to beat the MSCI All Country World ex-Australia Index by more than 3% per year over rolling three-year periods. [1, 2]
  • Income: Provides quarterly income payments with a minimum 5% annual cash distribution target. [1]
Fund Details
  • Listing Date: September 2018
  • Trading: Easily traded on the Australian Securities Exchange (ASX) just like a normal share. [1, 2, 3]
Further Exploration
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