WCM Global Growth Fund Surpasses 100 Billion Yen in Assets Under Management

WCM Global Growth Fund Surpasses 100 Billion Yen

The WCM Global Growth Stock Select Fund has achieved a significant milestone by surpassing 104.3 billion yen in total assets under management (AUM) as of September 30, 2025. This marks a pivotal moment for the fund, which aims to deliver sustainable growth through its unique investment strategy focused on high-quality companies with strong corporate cultures.

Since its inception on October 13, 2021, the fund faced challenges as financial policies normalized in various countries following the resolution of the COVID-19 pandemic. High-quality growth stocks experienced increased selling pressure. Despite these market headwinds, the fund adopted a steadfast approach centered around its proprietary analysis method, which prioritizes sustainable growth. This resolve has allowed the fund's net asset value to recover and thrive, resulting in the resumption of dividend payments starting February 2024.

The fund operates on a principle of transparency, with its net asset value being calculated on a basis that includes reinvested distributions, excluding any direct costs, fees, or taxes. Investors should note that past performance is not indicative of future results and that various risks, including market fluctuations and liquidity risks, can impact investment outcomes.

Investment Strategy and Future Outlook

The fund's investment strategy revolves around identifying and investing in high-quality companies with a strong emphasis on corporate culture. By focusing on businesses that are poised for sustainable growth, the fund endeavors to provide its investors with long-term value, regardless of market conditions.

Asset management is conducted by Asahi Life Asset Management Co., Ltd., a reputable institution in the financial sector. They are regulated by the Financial Services Agency of Japan and are a member of the Investment Trust Association and the Japan Investment Advisors Association. The custodian of the fund's assets is Mizuho Trust & Banking Co., Ltd., which ensures the safe management of investor funds.

As transparency remains a cornerstone of their operations, investors can easily access information about the fund, including performance metrics and updates, through their official website here.

The management team at Asahi Life Asset Management has consistently emphasized the importance of maintaining investor trust through diligent management and strategic investments that support asset growth. They reaffirm their commitment to enhancing investor wealth through careful and calculated investment decisions.

Conclusion

As the WCM Global Growth Fund continues to evolve, its consistent strategy rooted in high-quality investments serves as a beacon of trust for both individuals and institutional investors. The management team emphasizes its dedication to asset growth and invites all investors to continue their support as they strive to meet investment goals amid an ever-changing economic landscape. For inquiries, investors can reach out to Asahi Life Asset Management at their dedicated hotline on business days during working hours.

It's essential for investors to read the investment trust explanatory documents thoroughly before proceeding with any investments, as the fund does not guarantee the principal investment and is not subject to deposit insurance or similar protections. Stay informed and engaged with the fund as it embarks on this promising journey toward sustainable growth.