TWC Select Global Wealth CrtrsVntgPrivWlth - Managed Fund

The objective of the TWC Select Global Wealth CrtrsVntgPrivWlth managed fund is The fund aims to achieve annualised returns exceeding the benchmark after all fees and expenses measured over a market cycle; which we consider to be five to seven years. Returns are not guaranteed.

The strategy of the TWC Select Global Wealth CrtrsVntgPrivWlth managed fund is The Fund is committed to a systematic; repeatable and evidence-based process; designed to establish the relative attractiveness of all stocks in investment universe at a consistent point in time. The Fund's investment philosophy is driven by the fundamental notion of shareholder wealth creation. In simple terms; this investment process seeks to identify and invest in corporate management teams that have a proven track record of consistently earning real economic returns that exceed their cost of capital.

The APIR code of the TWC Select Global Wealth CrtrsVntgPrivWlth managed fund is BQC2379AU.

TWC Select Global Wealth CrtrsVntgPrivWlth’s total return last month was -1.22%. This was made up of a growth return of -1.22% and an income return of 0%. These returns were calculated as at 31 Dec 2025.

TWC Select Global Wealth CrtrsVntgPrivWlth’s total return for the last three months was -0.11%. This was made up of a growth return of -0.11% and an income return of 0%%. These returns were calculated as at 31 Dec 2025.

TWC Select Global Wealth CrtrsVntgPrivWlth’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Dec 2025.

TWC Select Global Wealth CrtrsVntgPrivWlth’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Dec 2025.

The asset allocation of the TWC Select Global Wealth CrtrsVntgPrivWlth managed fund is :

The TWC Select Global Wealth CrtrsVntgPrivWlth managed fund belongs to the Equity World Large Blend sector/asset class.

As at , the size of the TWC Select Global Wealth CrtrsVntgPrivWlth managed fund was $ million.

The TWC Select Global Wealth CrtrsVntgPrivWlth managed fund has an inception date of 1 Aug 2025.

The current entry price of the TWC Select Global Wealth CrtrsVntgPrivWlth managed fund is $1.0476 per unit and the current exit price is $1.0456 per unit (as at 31 Dec 2025).

The current exit price of the TWC Select Global Wealth CrtrsVntgPrivWlth managed fund is $1.0456 per unit and the current entry price is $1.0476 per unit (as at 31 Dec 2025).

The minimum initial investment amount for the TWC Select Global Wealth CrtrsVntgPrivWlth managed fund is $100,000. Minimum additional investment is $50000.