WCMQ PDS
The Product Disclosure Statement (PDS) explains the fees, tax status and some of the risks.
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The WCMQ Fund is issued by Switzer and investments are managed by WCM Investment Management. WCMQ uses an active investment approach and invests with high conviction in shares of companies that its investment team deem to be high-quality, growth-style companies.
ETF share prices are updated using end of day data from the ASX. FUM, fee and spread data is updated monthly, with a delay. Refer to the ETF’s PDS and the ASX website for up-to-date information.
A Best ETFs No Rating rating is a fund rating our analysts apply to funds, LICs, mFunds, or ETFs that represents a ‘pending’ or ‘not yet researched’ status for the fund/ETF.
Please note, our rating methodology, research cycle, and process are currently being updated and will soon include full analyst ETF notes, reports, interviews, research, and ratings on select Australian ETFs and funds.
Be sure to subscribe to our mailing list or take our free ETF course while you wait for the updated features. If you’re a fund manager looking to get your fund independently rated by our team, please get in contact.
WCMQ invest in global shares, with a minimum requirement to have 93% of the fund/ETF invested in shares at any one time, with the remainder in cash. The ETF can invest in shares from both developed and emerging markets.
WCMQ is an active ETF which could help an investor build-out his or her long-term growth assets. Given the ETF’s relatively high fees and low funds under management, we believe investors should have a high level of confidence in both Switzer and WCM’s ability to invest well (after adjusting for fees) and grow the fund’s investable assets (so it reaches scale).
The Best ETFs technical analysis chart pack shows the 12-month share price movements, Stochastic bands and traded volume (for both up and down days). This chart uses end-of-day data, so it’s for illustrative purposes only.
*The warnings on this page are applied by our ETF research team. Please know that these warnings are based on quantitative metrics and our internal methodology. These risks are not exhaustive and therefore they should not be relied upon. Always read the PDS of the function and speak to your financial adviser before acting on this information.
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General Financial Advice warning
The information on this website is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.
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The
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in Australia?
Right now, there are 200+ ETFs on the ASX. Then there are index funds. Hundreds of managed funds. LICs. REITs. And everything in between. Wouldn’t it be nice to make ONE investment and build the strong Core of your portfolio — with just one click?
Rask’s lead ETF research analyst and investing team have identified our #1 ETF for 2021 and beyond. Our analyst team has put together a full research report and a step-by-step investment guide to buying this ETF.
Unsubscribe anytime. Read our Terms, Financial Services Guide, Privacy Policy. We’ll never sell your email address. Our company is Australian-owned.
The
BEST ETF
in Australia?
Right now, there are 200+ ETFs on the ASX. Then there are index funds. Hundreds of managed funds. LICs. REITs. And everything in between. Wouldn’t it be nice to make ONE investment and build the strong Core of your portfolio — with just one click?
Rask’s lead ETF research analyst and investing team have identified our #1 ETF for 2021 and beyond. Our analyst team has put together a full research report and a step-by-step investment guide to buying this ETF.
Unsubscribe anytime. Read our Terms, Financial Services Guide, Privacy Policy. We’ll never sell your email address. Our company is Australian-owned.
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