WCM Focused International Growth Fund
INVESTMENT MANAGERS SERIES TRUST · Series S000032897 · 2 share classes
data updated 2026-08-10
Fund profile
As filed in the prospectus · 2026 Q2
The investment objective of the WCM Focused International Growth Fund (the Fund) is long-term capital appreciation.
The fund uses a bottom-up approach to select large-capitalization non-U.S. equity securities, targeting companies with strong fundamentals, industry leadership, low debt, and attractive valuations across developed, emerging, and frontier markets. The manager evaluates political risk, monetary policy risk, and regulatory risk alongside traditional financial metrics. Because the fund's holdings depend on the manager's security selection, performance will diverge from any benchmark. The fund generally invests across at least three countries and regions, though it may concentrate significantly in particular countries or sectors at times.
| Share class | Expense ratio |
|---|---|
| WCMIX | 1.05% |
| WCMRX | 1.30% |
Portfolio turnover 23.00% · as of 2026 Q2
Allocation
Asset groups · long / short shown separately, never netted · 2026 Q1
| Stocks | 84.91% |
| Other | 10.88% |
| Cash & short-term | 1.71% |
Latest quarter
What changed since the fund's previous filing
Return profile
Total return as filed — price change plus distributions reinvested · trailing figures to Feb 2026
| Share class | 1-year | 3-year | 5-year | Vol | Worst fall |
|---|---|---|---|---|---|
| — | — | — | — | — | |
| — | — | — | — | — |
Mar 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.
Holdings
By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page
| Ticker | Issuer | %NAV | Value | Shares |
|---|---|---|---|---|
| — | Siemens Energy AG | 8.24% | $1.62B | 9.4M |
| — | TSMC | 6.74% | $1.32B | 22.9M |
| — | Rolls-Royce Holdings PLC | 4.78% | $939.69M | 61.9M |
| — | BAE Systems PLC | 4.59% | $902.39M | 30.8M |
| PM | Philip Morris International InPM | 3.68% | $722.95M | 4.4M |
| — | ASML Holding NV | 3.66% | $718.21M | — |
| SE | Sea LtdSE | 3.53% | $693.40M | — |
| STX | Seagate Technology Holdings PLSTX | 3.22% | $632.48M | 1.6M |
| — | UMB MONEY MARKET II SPECIAL | 2.87% | $564.48M | — |
| — | Safran SA | 2.77% | $544.82M | 1.7M |
Top 10 positions are 44.09% of net assets, top 25 75.48%, across 43 issuers.
See more of this fund's book
More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.
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