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TCW Funds - MetWest Unconstrained Bond Fund IU Cap

Ranked 138 out of 156 in - Global Flexible over 12 months
All calculations are in USD unless stated

Managed by

Stephen M. Kane

Stephen Kane, CFA is group managing director and portfolio manager, US fixed income at TCW Investment Management Company based in Los Angeles. He joined the firm in 2009 during the acquisition of Metropolitan West Asset Management LLC (MetWest). Prior to this, he was responsible for leading MetWest’s Alpha Trak, ultra-short and liability driven investment products and he co-managed many of the firm’s mutual funds. Stephen graduated from the University of California, Berkeley with a BA in Business and the University of Chicago Booth School of Business with an MBA.

Laird R. Landmann

Tad Rivelle

Tad Rivelle is group managing director and CIO of fixed income at TCW Investment Management Company. Based in Los Angeles, he oversees more than $150 million in US fixed income assets and US fixed income mutual fund assets. He joined the firm in 2009 and prior to this was CIO at MetWest, an independent institutional investment manager that he co-founded. He graduated from Yale University with a BSc in Physics, the University of Southern California with an MSc in Applied Mathematics and the UCLA Anderson School of Management with an MBA.

Bryan T. Whalen

Bryan Whalen, CFA is a group managing director, US fixed income at TCW Investment Management Company based in Los Angeles. He joined the firm in 2009 during the acquisition of Metropolitan West Asset Management LLC (MetWest) as co-head of the Securitised Products division. Prior to joining MetWest in 2004, he was director in the fixed income department at Credit Suisse First Boston in New York. Bryan graduated from Yale University with a BA in Economics.

Objective

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global Flexible over : 30/11/2016 - 30/11/2017
  • Rank 138/156 Total Return
  • Rank 3/156 Standard Deviation
  • Rank 10/156 Max Drawdown
Fund Name Currency Return
137 Vontobel Fund Bond Global Aggregate H hedged USD

Currency exposure is hedged

Currency exposure is hedged

USD

3.5%

138 TCW Funds - MetWest Unconstrained Bond Fund IU Cap USD

3.4%

139 Redwood Unconstrained Bond Series A USD

3.2%

140 Fidelity Funds - Flexible Bond Fund A-GBP GBP

3.1%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.8% 1.1% 0.6%
2016 3.5% 0.5% 1.1% 1.7% 0.2%
2015 0.2% 0.5% 0.2% -0.5% 0.0%
2014 0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. France
  3. Germany
  4. Italy
  5. Luxembourg
  6. Spain
  7. United Kingdom

Fund Info

  • Launch date12/09/2014
  • Share Class size42Mn
  • Base currencyUSD
  • ISIN LU1109965431

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

Related News

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).