WCM Select Global Growth Equity Fund S2/A (GBP)/ LU2312270593 /
| NAV1/7/2025 | Chg.-2.2400 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 169.3700GBP | -1.31% | reinvestment | Equity Worldwide | Natixis Inv. M. Int. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | -0.97 | 1.56 | -9.08 | -6.49 | -3.65 | 13.74 | -0.75 | -7.37 | 2.08 | 0.00 | -7.20 | -13.94% |
| 2023 | 6.50 | -2.02 | 0.37 | -2.23 | 7.27 | 2.68 | 1.02 | -4.68 | -0.91 | -3.73 | 6.33 | 8.82 | +19.87% |
| 2024 | 2.66 | 9.37 | 4.46 | -4.31 | 4.96 | 2.86 | -2.13 | 4.45 | 3.45 | 8.40 | 17.70 | -2.26 | - |
| 2025 | 2.75 | - | - | - | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 19.54% | 21.53% | 18.61% | -% | -% |
| Sharpe ratio | 15.84 | 3.68 | 3.42 | - | - |
| Best month | +2.75% | +17.70% | +17.70% | +17.70% | - |
| Worst month | -2.26% | -2.26% | -4.31% | -9.08% | - |
| Maximum loss | -1.31% | -10.69% | -10.69% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in GBP
Tranches
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| WCM Select Global Growth Equity ... | reinvestment | 156.6600 | +62.88% | +56.66% | |
| WCM Select Global Growth Equity ... | reinvestment | 169.3700 | +66.20% | +69.37% | |
| WCM Select Global Growth Equity ... | reinvestment | 137.0900 | +61.83% | +31.87% | |
| WCM Select Global Growth Equity ... | reinvestment | 140.0500 | +62.00% | +32.30% | |
| WCM Select Global Growth Equity ... | reinvestment | 102.0600 | +59.12% | +21.33% | |
| WCM Select Global Growth Equity ... | reinvestment | 133.1100 | +60.55% | +28.77% | |
| WCM Select Global Growth Equity ... | reinvestment | 133.7400 | +60.01% | +27.43% | |
| WCM Select Global Growth Equity ... | reinvestment | 132.4100 | +61.20% | +30.32% | |
| WCM Select Global Growth Equity ... | reinvestment | 139.6500 | +65.31% | +43.72% | |
| WCM Select Global Growth Equity ... | reinvestment | 124.1200 | +70.49% | +42.57% | |
| WCM Select Global Growth Equity ... | reinvestment | 164.8900 | +64.89% | - |
Performance
| YTD | +2.75% | ||
|---|---|---|---|
| 6 Months | +35.03% | ||
| 1 Year | +66.20% | ||
| 3 Years | +69.37% | ||
| 5 Years | - | ||
| Since start | +69.37% | ||
| Year | |||
| 2023 | +19.87% | ||
| 2022 | -13.94% | ||