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TCW Funds - TCW Total Return Bond Fund AU Cap

Ranked 290 out of 357 in - US Dollar over 12 months
All calculations are in USD unless stated

Managed by

Scott Austin

Scott Austin is a specialist portfolio manager in the U.S. Fixed Income group and co-heads the Securitized Products Division. Austin joined TCW in 2009 during the acquisition of Metropolitan West Asset Management LLC (MetWest). Since joining MetWest in 2006, he has traded a variety of mortgage-backed, asset-backed, and commercial mortgage-backed securities. He was previously an associate director for UBS in the fixed income sales department. While at UBS, he provided institutional sales coverage for investors in ABS, MBS, and CMBS products. Mr. Austin earned a BA in Economics from Yale University. He is a CFA charterholder.

Harrison S. Choi

Harrison S. Choi is a specialist portfolio manager in the U.S. Fixed Income group and co-heads the Securitized Products Division. Choi joined TCW in 2009 during the acquisition of Metropolitan West Asset Management LLC (MetWest). Since joining MetWest in January 2007, he has traded a variety of non-agency mortgage-backed securities. He was previously a director at Sparta Group LLC where he traded fixed income relative value and macro strategies within the interest rate derivatives market. Prior to that, he worked on alternative investment strategies at Western Asset Management Company. Choi holds a BS in Physiological Sciences from the University of California, Los Angeles (UCLA).

Mitchell A. Flack

Mitchell Flack is managing director, US fixed income and co-heads the Securitised Products division at TCW based in Los Angeles. He joined the firm in 2009 during the acquisition of Metropolitan West Asset Management LLC (MetWest) and prior to this, he was partner and co-head of MetWest’s Structured Products division. Mitchell graduated from the University of California with a BA in Business Economics and the University of Chicago Booth School of Business with an MBA.

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.

Objective

The Sub-Fund seeks to maximise current income and achieve above average total return consistent with prudent investment management over a full market cycle. The Sub-Fund invests directly at least 80% of its net assets in fixed income securities and in derivative instruments that provide investment exposure to such securities. The SubFund invests at least 50% of its net assets in mortgage-related securities, asset-backed securities, commercial-mortgage-related securities of any maturity or type guaranteed by, or secured by collateral that is guaranteed by, the United States Government, its agencies, instrumentalities or sponsored corporation; privately issued mortgage-related securities.

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

Performance

US Dollar over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.7% 1.1% 0.4%
2016 0.7% 1.8% 1.8% 0.6% -3.3%
2015 0.3% 1.1% -1.2% 1.0% -0.7%
2014 5.2% 1.4% 2.0% 0.5% 1.2%
2013 1.1% 0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. France
  3. Germany
  4. Luxembourg
  5. United Kingdom

Fund Info

  • Launch date19/04/2013
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU0905645957

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment1

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).