InvestSMART

TWC Select Global Wealth Creators Seed - Managed Fund

Fund Objective
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.
Fund Strategy
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 Performance Comparison

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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.42% 5.23% 17.72% -% -% -% -% -%
Growth return 0.42% 5.23% 17.61% -% -% -% -% -%
Income return 0% 0% 0.11% -% -% -% -% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 3.32% 6.34% 18.35% 22.32% 25.76% 20.9% 17.3% 12.82%
As at 31 Oct 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

General Information

Fund Details
Type Description
TWC Select Global Wealth Creators Seed
BQC7959AU
Equity World Large Blend
Not Rated
Investment Fund
1 Dec 2024
n/a
$1.1131 (as at 31 Oct 2025)
$1.1109 (as at 31 Oct 2025)
Open
Offer information
Type Description
Minimum initial investment $100,000
Minimum additional investments $50,000

FAQs about the TWC Select Global Wealth Creators Seed

The objective of the TWC Select Global Wealth Creators Seed 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 Creators Seed 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 Creators Seed managed fund is BQC7959AU.

TWC Select Global Wealth Creators Seed’s total return last month was 0.42%. This was made up of a growth return of 0.42% and an income return of 0%. These returns were calculated as at 31 Oct 2025.

TWC Select Global Wealth Creators Seed’s total return for the last three months was 5.23%. This was made up of a growth return of 5.23% and an income return of 0%%. These returns were calculated as at 31 Oct 2025.

TWC Select Global Wealth Creators Seed’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 Oct 2025.

TWC Select Global Wealth Creators Seed’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 Oct 2025.

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

International Equities
100%
Australian Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

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

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

The TWC Select Global Wealth Creators Seed managed fund has an inception date of 1 Dec 2024.

The current entry price of the TWC Select Global Wealth Creators Seed managed fund is $1.1131 per unit and the current exit price is $1.1109 per unit (as at 31 Oct 2025).

The current exit price of the TWC Select Global Wealth Creators Seed managed fund is $1.1109 per unit and the current entry price is $1.1131 per unit (as at 31 Oct 2025).

The minimum initial investment amount for the TWC Select Global Wealth Creators Seed 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.