TWC Select Global Wealth CrtrsVntgPrivWlth - Managed Fund

Fund Objective

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.

Fund Strategy

Fund Performance Comparison

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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	-2.18%	-6.79%	-2.8%	-%	-%	-%	-%	-%
Growth return	-1.22%	-0.11%	-%	-%	-%	-%	-%	-%
Income return	-0.96%	-6.68%	-%	-%	-%	-%	-%	-%
Market index (MSCI World Ex Australia NR AUD)
Total return	-0.9%	2.55%	8.85%	12.53%	21.5%	22.08%	15.57%	13.23%

As at 28 Feb 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.

Average Allocation of Peers

International Equities: 90.83%

Australian Equities: 7.02%

Cash: 1.66%

Property & Infrastructure: 0.21%

Fixed Interest: -0.01%

Alternatives: 0.29%

General Information

Fund Details

Type	Description
Fund Name	TWC Select Global Wealth CrtrsVntgPrivWlth
APIR Code	BQC2379AU
Sector/Asset Class	Equity World Large Blend
Morningstar Rating	Not Rated
Legal Structure	Investment Fund
Fund Inception	1 Aug 2025
Fund Size	n/a
Entry Price	$0.9886 (as at 28 Feb 2026)
Exit Price	$0.9866 (as at 28 Feb 2026)
Fund Status	Open

Offer information

Type	Description
MER	0.75% (as at 6 Sep 2024)
Minimum initial investment	$100,000
Minimum additional investments	$50,000

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FAQs about the TWC Select Global Wealth CrtrsVntgPrivWlth

What is the objective of the TWC Select Global Wealth CrtrsVntgPrivWlth managed fund?

The objective 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.

What is the strategy for the TWC Select Global Wealth CrtrsVntgPrivWlth managed fund?

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.

What is the APIR code of the TWC Select Global Wealth CrtrsVntgPrivWlth managed fund?

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

What was TWC Select Global Wealth CrtrsVntgPrivWlth’s total return last month?

TWC Select Global Wealth CrtrsVntgPrivWlth’s total return last month was -2.18%. This was made up of a growth return of -1.22% and an income return of -0.96%. These returns were calculated as at 28 Feb 2026.

What was TWC Select Global Wealth CrtrsVntgPrivWlth’s total return for the last three months?

TWC Select Global Wealth CrtrsVntgPrivWlth’s total return for the last three months was -6.79%. This was made up of a growth return of -0.11% and an income return of -6.68%%. These returns were calculated as at 28 Feb 2026.

What is TWC Select Global Wealth CrtrsVntgPrivWlth’s one-year total return?

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 28 Feb 2026.

What is TWC Select Global Wealth CrtrsVntgPrivWlth’s three-year total return?

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 28 Feb 2026.

What is the asset allocation of the TWC Select Global Wealth CrtrsVntgPrivWlth managed fund?

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

International Equities: 100%

Australian Equities: 0%

Cash: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

What sector/asset class does the TWC Select Global Wealth CrtrsVntgPrivWlth managed fund belong to?

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

What is the size of the TWC Select Global Wealth CrtrsVntgPrivWlth managed fund?

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

What is the inception date of the TWC Select Global Wealth CrtrsVntgPrivWlth managed fund?

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

What is the current entry price of the TWC Select Global Wealth CrtrsVntgPrivWlth managed fund?

The current entry price of the TWC Select Global Wealth CrtrsVntgPrivWlth managed fund is $0.9886 per unit and the current exit price is $0.9866 per unit (as at 28 Feb 2026).

What is the current exit price of the TWC Select Global Wealth CrtrsVntgPrivWlth managed fund?

The current exit price of the TWC Select Global Wealth CrtrsVntgPrivWlth managed fund is $0.9866 per unit and the current entry price is $0.9886 per unit (as at 28 Feb 2026).

What is the minimum investment amount for the TWC Select Global Wealth CrtrsVntgPrivWlth managed fund?

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

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.

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