Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

TCW Funds - Metwest Total Return Bond Fund AU Cap

Ranked 246 out of 359 in - US Dollar 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

The objective of the Sub-Fund is to seek to maximize long-term total return by investing mainly in investment grade fixed income securities and/or unrated securities that are determined by the Investment Manager to be of similar quality. To achieve this objective, the Sub-Fund invests directly or indirectly via derivative instruments at least 80% of its net assets in investment grade fixed income securities or unrated fixed income securities that are determined by the Investment Manager to be of similar quality, and in derivative instruments that provide investment exposure to such securities. Up to 20% of the Sub-Funds net assets may be invested in securities rated below investment grade.

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

Performance

US Dollar over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.7% 1.2% 0.6%
2016 2.0% 2.3% 1.8% 0.7% -2.7%
2015 -0.2% 1.3% -1.5% 0.6% -0.6%
2014 5.6% 1.8% 2.0% 0.0% 1.7%
2013 0.8% 0.1%

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 date19/04/2013
  • Share Class size09Mn
  • Base currencyUSD
  • ISIN LU0905645445

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment1

Charges

  • Annual management0.80%

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