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Global equity · WCM Investment Management

Alquity WCM World Growth Fund

A concentrated portfolio of high-quality global businesses with widening competitive advantages.

Global equityQuality growthConcentratedLuxembourg UCITS
Factsheets and KIDs

Strategy

The Fund invests in large-cap, publicly traded companies that benefit from long-lasting tailwinds, possess growing economic competitive advantages, maintain high barriers to entry, and are led by innovative management teams. A distinctive part of WCM’s process is its in-depth analysis of corporate culture, which it treats as a key investment tool and a leading indicator of a company’s ability to widen its competitive advantage over time. The fund employs a high-conviction approach, typically holding between 30 and 50 large-cap companies.

Risk management is achieved through a disciplined valuation framework relative to each company’s earnings growth potential. Diversification is considered both traditionally, across sectors, industries, countries, and currencies, and through a less conventional lens based on opportunity profiles, categorising holdings as transitional (promising new products and services), traditional (sustainable earnings growth), or opportunistic (undervalued or overlooked by the market).

The portfolio manager

Andrew Wiechert, Drew French and Rob Quirk, CFA
Investment Strategy Group, WCM Investment Management, California

The fund is managed by an experienced three-person Investment Strategy Group: Andrew Wiechert, Portfolio Manager & Business Analyst, who joined WCM in 2007 and brings 19 years of industry experience; Drew French, Portfolio Manager & Business Analyst, who has been with WCM since 2013 with 12 years of experience; and Rob Quirk, CFA, Portfolio Manager & Business Analyst, who joined in 2018 with 17 years of industry experience. The team is supported by a dedicated group of culture research analysts and business analysts with an average of 18 years of investment experience, ensuring comprehensive research coverage and institutional knowledge that compounds over time.

Factsheets and KIDs

Factsheets, UCITS KIIDs and PRIIPs KIDs are published per share class. Choose the documents for the share class and currency you hold or are considering.

Share classCurrencyISINFactsheetUCITS KIIDPRIIPs KID
Class IUSDLU3283450560Factsheet PDF →Contact us →KID PDF →
Class IGBPLU3313160759Factsheet PDF →Contact us →Contact us →
Class EUSDLU2231746806Factsheet PDF →KIID PDF →KID PDF →
Class AUSDLU0372757277Factsheet PDF →KIID PDF →KID PDF →
Class BUSDLU0372757517Factsheet PDF →KIID PDF →KID PDF →
Class ZUSDLU3283450644Factsheet PDF →Contact us →KID PDF →

Fund & SICAV documents

Shared across share classes.

Prospectus PDF → Application form PDF → SFDR disclosures PDF → Annual report PDF → Semi-annual report PDF →

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