WCMQ
Asset Logo

WCM Quality Global Growth Fund (Quoted Managed Fund)

🇦🇺 ASX

🤖 TECHNOLOGY

📈 HIGH PRICE GROWTH

🌏 GLOBAL

Compare
Add to watchlist
👑 Overview

📈 Performance

📙 Holdings

💰 Distributions

💵 Cost

🤓 Advanced

👨‍👩‍👧‍👦 Community

📈

+ 14.64%
Annual Growth

5 years average annual growth

💰

6.36%
Annual distribution yield

Based on the most recent distribution

💵

$ 500
Minimum Order

Due to regulatory requirements

🌏

1
Pearlers Invested

Since January 2020

👑 Overview

Key information
🔎 Fund Overview

WCMQ.AX was created on 2018-09-03 by WCM. The fund's investment portfolio concentrates primarily on total market equity. 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.

🌐 Website

📈 Performance

Price History

+111.16%

1M

1Y

All Time

Graph

Table

How could long term investing grow your wealth?*

Based on an initial investment of

$

and recurring investments every

for

$

Your wealth could grow to...
$90,815.08

after 5 years

$275,706.17

after 10 years

*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.

Unsure how much or often to invest?
🗓️ Investing frequency calculator

Determine the investment frequency needed to reach your goals

Try it out →
💵 Investing amount calculator

Determine the recurring investment needed to reach your goals

Try it out →
⏱️ Investing duration calculator

Determine how long you will need to invest to reach your goals

Try it out →

📙 Top Holdings

Show more
AppLovin Corp Ordinary Shares - Class A
6.22%

3i Group Ord

4.56%

Novo Nordisk AS Class B

4.09%

Updated as of 30 September 2024

Industry Exposure
🤖 Information
32%
📙 Other
18%
🩺 Health
17%
🏭 Industrials
11%
🛍️ Consumer
11%
🏦 Financials
11%
Country Exposure
🇺🇸 United States
71%
🇨🇦 Canada
5%
🇩🇰 Denmark
4%
🇹🇼 Taiwan
4%
🇬🇧 United Kingdom of Great Britain and Northern Ireland
3%
🇮🇳 India
3%
🇳🇱 Netherlands
2%
🇮🇹 Italy
2%
🇸🇪 Sweden
2%
🇪🇸 Spain
2%
🇸🇬 Singapore
1%

💰 Distributions

Payouts

💰 Annual Distribution Yield*

6.36%

💰 Annual Distribution Earnings Per $1,000 invested**

$63.64

💰 Most Recent Distribution Franked Percentage Estimate

0.00%

💰 Average Distribution Franked Percentage Estimate

0.00 %

💰 Distribution reinvestment

Learn more

* Based on the most recent distribution

** Calculated by multiplying the most recent distribution yield by $1,000

Estimate your distribution

If you held

$

of WCMQ, your last distribution payment(s) would have been:

$ 604.25

on Fri Jul 19 2024

$ 622.88

on Wed Jul 20 2022

*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.

Distribution History

1Y

5Y

10Y

Graph

Table

Year
Yearly Distribution Earnings Per Share
Franking Estimate

2024

$0.00

0.00%

2023

$0.00

0.00%

2022

$0.40

NaN%

2021

$0.23

NaN%

2020

$0.21

0.00%

2019

$0.00

0.00%

2018

$0.00

0.00%

2017

$0.00

0.00%

2016

$0.00

0.00%

2015

$0.00

0.00%

💵 Costs

💵

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

💼

1.25%
Management Fee

Included in unit price, not charged by Pearler

💸

Want to know the long term costs?
Calculate the historic long term costs to hold your investments
💸 Net fee calculator

🤓 Advanced information

Technical Info

💰 Price*

$10.60

💰 Price To Earnings Ratio

0.00

💰 Price To Book Ratio

0.00

💰 Leveraged

No

💰 Inverse

No

*Price may be up to 24 hours old

👩‍👩‍👦 Community Insights

How our community is investing

🌏 Pearlers invested in WCMQ

1

📊 Total Capital Earnings

$2K

🔃 Average investment frequency

42 weeks

💵 Average investment amount

$6,596

Last time a customer invested in WCMQ

522 days
WCMQ investor breakdown
💵 Income of investors

More than 200k

150k - 200k

100k - 150k

50%

50k - 100k

50%

Less than 50k

👶 Age of investors

18 - 25

26 - 34

35 - 90

100%
🙋 Legal gender of investors

Female

Male

100%

Pearlers who invest in WCMQ also invest in...

Vanguard Australian Shares Index ETF

VAS

VAS.AX was created on 2009-05-04 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard Australian Shares Index ETF seeks to track the return of the S&P/ASX 300 Index before taking into account fees, expenses and tax.

🙌 Performance (5Yr p.a)

3.39%

📊 Share price

$101.10 AUD

🇦🇺 AUSTRALIA

⛳️ DIVERSIFIED

🧱 MATERIALS

💸 FINANCIALS

Find Out More

QUAL.AX was created on 2014-10-29 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars.

🙌 Performance (5Yr p.a)

17.99%

📊 Share price

$58.44 AUD

🤖 TECHNOLOGY

🌏 GLOBAL

🩺 HEALTH CARE

📈 HIGH PRICE GROWTH

📞 COMMUNICATIONS

NDQ.AX was created on 2015-05-26 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to track the performance of the NASDAQ-100 Index (before fees and expenses). The NASDAQ-100 comprises 100 of the largest non-financial companies listed on the NASDAQ market, and includes many companies that are at the forefront of the new economy.

🙌 Performance (5Yr p.a)

27.60%

📊 Share price

$50.88 AUD

🇺🇸 UNITED STATES

📈 HIGH PRICE GROWTH

🤖 TECHNOLOGY

HACK.AX was created on 2016-08-30 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The fund aims to track the performance of an index (before fees and expenses) that provides exposure to the leading companies in the global cybersecurity sector.

🙌 Performance (5Yr p.a)

18.18%

📊 Share price

$14.07 AUD

🤖 TECHNOLOGY

🇦🇺 EX AUSTRALIA

📈 HIGH PRICE GROWTH

QLTY.AX was created on 2018-11-05 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. QLTY.AX aims to track an index (before fees and expenses) that comprises 150 global companies (ex-Australia) ranked by highest quality score

🙌 Performance (5Yr p.a)

12.91%

📊 Share price

$31.41 AUD

🌏 GLOBAL

🤖 TECHNOLOGY

📈 HIGH PRICE GROWTH

Want more shares? Try these...

White Cliff Minerals Ltd. is an exploration company, which engages exploration of gold, copper, and nickel deposits. The company is headquartered in Perth, Western Australia. The company went IPO on 2007-12-14. The Company’s projects include Coppermine River Project, Radium Point Uranium Project, Reedy South Gold Project, The Bentley project, Lake Tay REE Project, and The Diemals Li/REE Ni/Cu Project. The Coppermine River Project covers approximately 805 square kilometers (km2) of flood basalts, including multiple, prospective mineral showings/outcrops. The Radium Point Project covers approximately 3,300km2 in the Echo Bay district of the northern Great Bear magmatic zone (GBMZ) and comprises a hydrothermally altered and mineralized Proterozoic continental andesitic stratovolcano-plutonic complex. The Reedy South Gold Project overs 272km2 of the prospective Cue goldfields, and consists of one Mining License, five Exploration Leases. The Bentley project is situated approximately 45 kilometers north of Warburton and 550km east of Laverton, in the West Musgraves. The Diemals Li/REE Ni/Cu project consists of eight tenements.

🙌 Performance (5Yr p.a)

33.33%

📊 Share price

$0.02 AUD

📈 HIGH PRICE GROWTH

⛏️ MINING

📊 Share price

$0.01 AUD

📊 Share price

$0.01 AUD

Wildcat Resources Ltd. is a mineral exploration company, which focuses on discovery of gold and lithium. The company is headquartered in Perth, Western Australia. The company went IPO on 2004-08-04. The Company’s projects include Tabba Tabba Lithium-Tantalum Project, Bolt Cutter Lithium Project, Mt Adrah Gold Project and Bolt Cutter Gold Project. Its 100 % owned Tabba Tabba Lithium-Tantalum Project is located just 50 kilometers (km) from Port Hedland, Western Australia. The firm has approximately 446 square kilometers (km2) land position with two 100% owned granted tenements (E45/5623 and E45/5612) and six 100% owned applications (E45/6201, E45/6202, E45/6302, E45/6303, E45/6304 & E45/6204) prospective for lithium and gold in the Mallina Province, Pilbara, Western Australia. The Mt Adrah Project comprises 493 km2 of tenements straddling 52km of strike of the Gilmore Suture Zone. The Project is prospective for intrusive-related gold systems (IRGS) such as Hobbs Pipe; narrow and stockwork gold veins; epithermal gold deposits; and volcanogenic massive sulfide (VMS) deposits.

🙌 Performance (5Yr p.a)

205.00%

📊 Share price

$0.23 AUD

⛏️ MINING

Compare
Add to watchlist