WCM Select Global Growth Equity Fund N1/A (H-EUR)/ LU2169560526 /
| NAV2024-12-19 | Chg.-0.1000 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 99.7000EUR | -0.10% | reinvestment | Equity Worldwide | Natixis Inv. M. Int. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | - | - | - | - | - | - | - | - | 5.60 | -2.35 | -4.70 | - |
| 2022 | -18.01 | -1.21 | -0.89 | -13.57 | -6.37 | -7.62 | 13.57 | -5.42 | -11.64 | 4.81 | 2.84 | -6.76 | -42.75% |
| 2023 | 8.58 | -3.90 | 2.18 | -0.80 | 5.56 | 5.06 | 1.97 | -6.38 | -4.71 | -4.48 | 10.59 | 9.31 | +23.23% |
| 2024 | 2.39 | 8.45 | 4.12 | -5.35 | 6.49 | 1.94 | -0.75 | 6.67 | 5.36 | 3.70 | 16.25 | -3.89 | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 19.09% | 21.47% | 18.91% | 25.49% | -% |
| Sharpe ratio | 2.78 | 3.06 | 2.77 | 0.06 | - |
| Best month | +16.25% | +16.25% | +16.25% | +16.25% | - |
| Worst month | -5.35% | -3.89% | -5.35% | -18.01% | - |
| Maximum loss | -12.00% | -12.00% | -12.00% | -44.45% | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
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 | +53.53% | ||
|---|---|---|---|
| 6 Months | +29.89% | ||
| 1 Year | +55.20% | ||
| 3 Years | +14.09% | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | -0.30% | ||
| Year | |||
| 2023 | +23.23% | ||
| 2022 | -42.75% | ||
