WCM Select Global Growth Equity Fund F/A (USD)/ LU2312270833 /
| NAV6/20/2025 | Chg.-0.4900 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 154.2600USD | -0.32% | 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 | 6.17 | -1.62 | 5.62 | -2.34 | -4.53 | - |
| 2022 | -17.91 | -1.04 | -0.43 | -13.38 | -6.23 | -7.24 | 13.89 | -5.18 | -11.22 | 5.19 | 3.35 | -6.36 | -40.52% |
| 2023 | 8.91 | -3.72 | 2.41 | -0.70 | 5.69 | 5.23 | 2.14 | -6.20 | -4.63 | -4.37 | 10.83 | 9.48 | +25.72% |
| 2024 | 2.45 | 8.55 | 4.23 | -5.24 | 6.64 | 2.04 | -0.64 | 6.78 | 5.50 | 3.79 | 16.27 | -3.78 | +55.33% |
| 2025 | 7.47 | -2.95 | -6.63 | 5.66 | 16.32 | -0.21 | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 29.67% | 28.93% | 25.48% | 23.76% | -% |
| Sharpe ratio | 1.48 | 1.31 | 2.15 | 1.31 | - |
| Best month | +16.32% | +16.32% | +16.32% | +16.32% | - |
| Worst month | -6.63% | -6.63% | -6.63% | -11.22% | - |
| Maximum loss | -23.45% | -23.45% | -23.45% | -23.45% | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| WCM Select Global Growth Equity ... | reinvestment | 185.1700 | +59.22% | +145.68% | |
| WCM Select Global Growth Equity ... | reinvestment | 186.0000 | +50.22% | +123.85% | |
| WCM Select Global Growth Equity ... | reinvestment | 159.9900 | +57.42% | +138.54% | |
| WCM Select Global Growth Equity ... | reinvestment | 163.5200 | +57.59% | +139.31% | |
| WCM Select Global Growth Equity ... | reinvestment | 118.9400 | +54.95% | +122.73% | |
| WCM Select Global Growth Equity ... | reinvestment | 154.7900 | +56.18% | +132.94% | |
| WCM Select Global Growth Equity ... | reinvestment | 155.2800 | +55.64% | +130.52% | |
| WCM Select Global Growth Equity ... | reinvestment | 154.2600 | +56.82% | +135.76% | |
| WCM Select Global Growth Equity ... | reinvestment | 151.3400 | +48.47% | +117.85% | |
| WCM Select Global Growth Equity ... | reinvestment | 130.2500 | +46.00% | +115.68% | |
| WCM Select Global Growth Equity ... | reinvestment | 180.8500 | +48.48% | - |
Performance
| YTD | +19.43% | ||
|---|---|---|---|
| 6 Months | +18.20% | ||
| 1 Year | +56.82% | ||
| 3 Years | +135.76% | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +54.26% | ||
| Year | |||
| 2024 | +55.33% | ||
| 2023 | +25.72% | ||
| 2022 | -40.52% | ||
