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WCM Investment Management | Focused Global Growth Fund | WCM believes that attractive returns can only be achieved by structuring portfolios distinct from the market indices. As a result, we concentrate and distill our best ideas into our Focused Global Growth Fund.
Funds
  • Focused International Growth Fund
  • Focused Global Growth Fund
  • Focused Emerging Markets Fund
  • International Small Cap Growth Fund
Focused Global Growth Fund WCMGX | WFGGX
WCMGX

CUSIP
46141P818 

Share Class
Institutional

Inception Date
June 28, 2013

Minimum Initial Investment
Regular Accounts $100,000
Automatic Investment Plan $5,000

Capital Gains / Dividends
Annually

Fees
1.00% redemption fee if redeemed within 30 days

Expense Ratio
Gross 1.91%
*Net 1.26%

Advisor
WCM Investment Management
281 Brooks Street
Laguna Beach, CA 92651

WFGGX

CUSIP
46141P826

Share Class
Investor

Inception Date
June 28, 2013

Minimum Initial Investment
Regular Accounts $1,000
Automatic Investment Plan $100

Capital Gains / Dividends
Annually

Fees
1.00% redemption fee if redeemed within 30 days

Expense Ratio
Gross 2.16%
*Net 1.51%

Advisor
WCM Investment Management
281 Brooks Street
Laguna Beach, CA 92651

*The Fund's advisor has contractually agreed to waive its fees and/or pay for operating expenses of the Fund to ensure that the total annual fund operating expenses do not exceed 1.15% and 1.40% of average net assets of the Fund's Institutional Class and Investor Class shares, respectively. This agreement is in effect until April 30, 2027, and it may be terminated before that date only by the Trust's Board of Trustees.

 IMPORTANT INFORMATION

The Fund's prospectus and summary prospectus are accompanied on the page above and included the Fund's investment objectives, risks, charges and expenses, and other information.

Foreign investments present risks due to currency fluctuations, economic and political factors, government regulations, differences in accounting standards and other factors. These risks are magnified in emerging markets. The Fund is non-diversified and may hold fewer securities than a diversified fund. Holding fewer securities increases the risk that the value of the Fund could go down because of the poor performance of a single investment. From time to time, the Fund may invest a large portion of its assets in companies in one or more economic industries, and thus may be more susceptible to negative events affecting those industries than other mutual funds.

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