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Toews Unconstrained Income Fund

Ranked 126 out of 357 in - US Dollar over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks income and long-term growth of capital. Secondarily, limit risk during unfavorable market conditions. The Fund invests primarily in ETFs and open-end investment companies that invest in or exposed to domestic or foreign debt instruments, including developed or emerging market high-yield debt instruments.

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

Performance

US Dollar over : 31/08/2016 - 31/08/2017
  • Rank 126/357 Total Return
  • Rank 114/357 Standard Deviation
  • Rank 69/357 Max Drawdown
Fund Name Currency Risk
112 Wilshire Income Opportunities Fund;Institutional USD

2.3

112 UBS (Lux) Strategy SICAV - Fixed Income (USD) P-a

Currency exposure is hedged

Currency exposure is hedged

USD

2.3

114 Toews Unconstrained Income Fund USD

2.3

114 UBS (Lux) Strategy Fd - Fixed Income (USD) P-acc

Currency exposure is hedged

Currency exposure is hedged

USD

2.3

116 American Century Strategic Income Fund;Inv USD

2.4

116 DFA Diversified Fixed Income Portfolio;Instl USD

2.4

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 1.6% 1.0%
2016 7.5% 2.5% 2.2% 2.8% -0.3%
2015 -0.8% 0.8% 0.2% -0.9% -0.9%
2014 1.9% 1.2% 3.3% -1.8% -0.8%
2013 1.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date28/08/2013
  • Share Class size111Mn
  • Base currencyUSD
  • ISIN US66538B8836

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment100

Charges

  • Annual management0.98%

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