Key stats
About WCMQUALGRO TMF UNITS
Home page
Inception date
Sep 3, 2018
Replication method
Physical
Distributes
Capital Gains
Primary advisor
WCM Investment Management LLC
ISIN
AU0000018103
To exceed the benchmark MSCI All Country World Index ex-Australia before taxes and fees over rolling three-year time periods, and to experience lower volatility than the benchmark.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Health Technology
Technology Services
Finance
Stocks95.10%
Health Technology22.39%
Technology Services21.34%
Finance11.54%
Retail Trade9.81%
Electronic Technology8.96%
Process Industries4.68%
Producer Manufacturing4.48%
Consumer Non-Durables3.86%
Commercial Services3.81%
Transportation2.24%
Consumer Durables1.99%
Bonds, Cash & Other4.90%
Cash4.90%
Stock breakdown by region
North America73.04%
Asia13.79%
Europe8.31%
Latin America4.87%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history