WCM Select Global Growth Equity Fund S2/A (USD)/ LU2169559510 /
| NAV6/11/2025 | Chg.+1.4200 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 186.0600USD | +0.77% | reinvestment | Equity Worldwide | Natixis Inv. M. Int. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | -0.96 | -0.35 | -13.29 | -6.14 | -7.16 | 13.97 | -5.09 | -11.14 | 5.29 | 3.43 | -6.26 | -23.38% |
| 2023 | 8.98 | -3.63 | 2.50 | -0.62 | 5.78 | 5.32 | 2.23 | -6.12 | -4.55 | -4.29 | 10.93 | 9.58 | +27.03% |
| 2024 | 2.55 | 8.65 | 4.33 | -5.16 | 6.73 | 2.12 | -0.56 | 6.87 | 5.58 | 3.89 | 16.36 | -3.69 | +56.97% |
| 2025 | 7.57 | -2.87 | -6.55 | 5.75 | 16.43 | 1.31 | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 30.31% | 29.23% | 25.49% | 24.09% | -% |
| Sharpe ratio | 1.78 | 1.19 | 2.37 | 1.36 | - |
| Best month | +16.43% | +16.43% | +16.43% | +16.43% | - |
| Worst month | -6.55% | -6.55% | -6.55% | -11.14% | - |
| Maximum loss | -23.35% | -23.35% | -23.35% | -23.35% | - |
| 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 | +21.78% | ||
|---|---|---|---|
| 6 Months | +16.90% | ||
| 1 Year | +62.33% | ||
| 3 Years | +144.53% | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +86.06% | ||
| Year | |||
| 2024 | +56.97% | ||
| 2023 | +27.03% | ||
| 2022 | -23.38% | ||
