WCM Select Global Growth Equity Fund I/A (USD)/ LU2169559866 /
| NAV6/11/2025 | Chg.+1.2300 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 162.3600USD | +0.76% | reinvestment | Equity Worldwide | Natixis Inv. M. Int. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | - | - | - | 0.62 | 5.74 | 5.63 | 6.20 | -1.59 | 5.67 | -2.31 | -4.50 | - |
| 2022 | -17.88 | -1.02 | -0.40 | -13.34 | -6.19 | -7.21 | 13.92 | -5.15 | -11.19 | 5.23 | 3.38 | -6.33 | -40.28% |
| 2023 | 8.93 | -3.69 | 2.44 | -0.67 | 5.72 | 5.27 | 2.18 | -6.18 | -4.60 | -4.33 | 10.86 | 9.52 | +26.20% |
| 2024 | 2.50 | 8.58 | 4.27 | -5.21 | 6.66 | 2.08 | -0.61 | 6.82 | 5.53 | 3.83 | 16.30 | -3.75 | +55.95% |
| 2025 | 7.51 | -2.92 | -6.59 | 5.68 | 16.36 | 1.29 | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 30.32% | 29.23% | 25.49% | 24.08% | -% |
| Sharpe ratio | 1.75 | 1.16 | 2.33 | 1.33 | - |
| Best month | +16.36% | +16.36% | +16.36% | +16.36% | +16.36% |
| Worst month | -6.59% | -6.59% | -6.59% | -11.19% | -17.88% |
| Maximum loss | -23.42% | -23.42% | -23.42% | -23.42% | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| WCM Select Global Growth Equity ... | reinvestment | 186.0600 | +62.33% | +144.53% | |
| WCM Select Global Growth Equity ... | reinvestment | 185.6900 | +52.43% | +119.16% | |
| WCM Select Global Growth Equity ... | reinvestment | 162.3600 | +61.28% | +139.75% | |
| WCM Select Global Growth Equity ... | reinvestment | 165.9400 | +61.45% | +140.53% | |
| WCM Select Global Growth Equity ... | reinvestment | 119.6000 | +57.97% | +121.73% | |
| WCM Select Global Growth Equity ... | reinvestment | 157.1200 | +60.00% | +134.12% | |
| WCM Select Global Growth Equity ... | reinvestment | 157.6200 | +59.44% | +131.69% | |
| WCM Select Global Growth Equity ... | reinvestment | 156.5600 | +60.64% | +136.96% | |
| WCM Select Global Growth Equity ... | reinvestment | 152.7500 | +51.60% | +115.60% | |
| WCM Select Global Growth Equity ... | reinvestment | 132.5700 | +50.02% | +115.07% | |
| WCM Select Global Growth Equity ... | reinvestment | 183.3000 | +51.83% | - |
Performance
| YTD | +21.43% | ||
|---|---|---|---|
| 6 Months | +16.52% | ||
| 1 Year | +61.28% | ||
| 3 Years | +139.75% | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +62.36% | ||
| Year | |||
| 2024 | +55.95% | ||
| 2023 | +26.20% | ||
| 2022 | -40.28% | ||
