WCM Select Global Growth Equity Fund N1/A (GBP)/ LU2338974343 /
| NAV2024-12-19 | Chg.+1.4600 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 135.7100GBP | +1.09% | reinvestment | Equity Worldwide | Natixis Inv. M. Int. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | - | - | - | - | - | - | 7.30 | 0.46 | 3.94 | 1.23 | -6.71 | - |
| 2022 | -17.10 | -1.01 | 1.51 | -9.11 | -6.54 | -3.70 | 13.70 | -0.80 | -7.41 | 2.03 | -0.04 | -7.25 | -32.68% |
| 2023 | 6.44 | -2.06 | 0.32 | -2.28 | 7.23 | 2.63 | 0.97 | -4.73 | -0.95 | -3.77 | 6.29 | 8.76 | +19.21% |
| 2024 | 2.61 | 4.63 | 9.12 | -4.36 | 4.92 | 2.82 | -2.18 | 4.40 | 3.41 | 8.35 | 17.65 | -2.46 | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 19.12% | 21.22% | 18.87% | 24.06% | -% |
| Sharpe ratio | 3.06 | 3.47 | 3.05 | 0.27 | - |
| Best month | +17.65% | +17.65% | +17.65% | +17.65% | - |
| Worst month | -4.36% | -2.46% | -4.36% | -17.10% | - |
| Maximum loss | -10.70% | -10.70% | -10.70% | -36.14% | - |
| Outperformance | - | - | - | - | - |
All quotes in GBP
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| WCM Select Global Growth Equity ... | reinvestment | 152.8100 | +58.88% | - | |
| WCM Select Global Growth Equity ... | reinvestment | 164.5500 | +61.31% | - | |
| WCM Select Global Growth Equity ... | reinvestment | 133.7700 | +57.84% | +23.94% | |
| WCM Select Global Growth Equity ... | reinvestment | 136.6500 | +58.01% | +24.35% | |
| WCM Select Global Growth Equity ... | reinvestment | 99.7000 | +55.20% | +14.09% | |
| WCM Select Global Growth Equity ... | reinvestment | 129.9400 | +56.59% | +21.03% | |
| WCM Select Global Growth Equity ... | reinvestment | 130.5800 | +56.07% | +19.79% | |
| WCM Select Global Growth Equity ... | reinvestment | 129.2300 | +57.23% | +22.50% | |
| WCM Select Global Growth Equity ... | reinvestment | 135.7100 | +60.45% | +31.03% | |
| WCM Select Global Growth Equity ... | reinvestment | 121.0600 | +66.41% | +33.24% | |
| WCM Select Global Growth Equity ... | reinvestment | 160.5400 | +60.54% | - |
Performance
| YTD | +58.69% | ||
|---|---|---|---|
| 6 Months | +32.97% | ||
| 1 Year | +60.45% | ||
| 3 Years | +31.03% | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +35.67% | ||
| Year | |||
| 2023 | +19.21% | ||
| 2022 | -32.68% | ||
