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TCW Global Bond Fund;I

Ranked 837 out of 1054 in - Global 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.

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.

David I. Robbins

David Robbins is group managing director, emerging markets at TCW Investment Management Company based in New York. He joined the firm in 2000 and prior to this he was with Lehman Brothers where he was responsible for global emerging markets in the fixed income division. David graduated from Swarthmore College with a BA in Economics and History.

Objective

The Fund seeks total return. The Fund invests at least 80% of its net assets in debt securities of government and corporate issuers in a number of countries, including United States, developed and emerging market countries. The Fund does not limit its investments to a particular credit or ratings category.

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

Performance

Global over : 31/10/2016 - 31/10/2017
  • Rank 837/1054 Total Return
  • Rank 257/1054 Standard Deviation
  • Rank 404/1054 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.1% 2.6% 1.4%
2016 1.4% 4.3% 2.0% 0.9% -5.5%
2015 -3.0% -1.6% -1.1% 0.7% -1.1%
2014 0.5% 1.9% 2.1% -2.4% -1.1%
2013 -2.5% -1.2% -3.8% 1.8% 0.8%
2012 9.4% 3.6% 1.6% 5.7% -1.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date30/11/2011
  • Share Class size09Mn
  • Base currencyUSD
  • ISIN US8723658873

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment250

Charges

  • Annual management0.13%

Related News

Time to avoid ‘breakable’ assets, says TCW’s $140bn bond CIO

Citywire A-rated Tad Rivelle says the fixed income giant is steering clear of bond classes vulnerable to the deleveraging cycle.

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