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WCM Global Growth (WQG) investor relations material
WCM Global Growth H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Delivered a 6.61% return for the half-year ended 31 December 2025, underperforming the MSCI All Country World ex-Australia Index benchmark return of 9.85%.
Since inception (31 August 2018), achieved an annualized return of 15.88%, outperforming the benchmark's 13.05%.
Continued to invest in line with target asset allocations and fund constitution.
Financial highlights
Profit before finance costs attributable to unitholders was $27.5 million, up from $8.9 million in the prior year period.
Total investment income reached $30.2 million, compared to $77.1 million in the previous year.
Distributions paid and payable totaled $8.95 million (0.24 cents per unit).
Net assets attributable to unitholders increased to $371.3 million from $350.1 million at 30 June 2025.
Outlook and guidance
No significant events after the reporting period expected to impact financial position or results.
- Raising $85M at a discount, with strong returns, premium trading, and rising dividends.WQG
Investor presentation18 Feb 2026 - Net profit surged 53% to $69.5m, with a 31% portfolio return and higher dividends declared.WQG
H2 202531 Aug 2025 - Net profit up 21.9% to $45.3m, portfolio return 25.63%, and final dividend raised to 1.81cps.WQG
H2 202413 Jun 2025 - Net profit surged 426% to $47.1M, with portfolio returns and NTA per share hitting record highs.WQG
H1 20255 Jun 2025
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Next WCM Global Growth earnings date
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