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TCW Funds - MetWest Unconstrained Bond Fund IU Cap

Ranked 10 out of 171 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

The Sub-Fund seeks to provide investors with positive long-term returns irrespective of general securities market conditions. The Sub-Fund invests directly at least 80% of its net assets in securities and instruments qualifying as bonds in the U.S. and abroad, including Emerging Market Countries, and in derivative instruments that provide investment exposure to such securities. The Sub-Fund may purchase securities of varying maturities issued by domestic and foreign corporations and governments. The Sub-Fund may invest in both investment grade and high yield fixed income securities (commonly called junk bonds), subject to investing no more than 50% of its total assets(measured at the time of investment) in securities rated below investment grade by Moodys, S&P or Fitch.

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

Performance

Global Flexible over : 31/08/2017 - 31/08/2018
  • Rank 10/171 Total Return
  • Rank 1/171 Standard Deviation
  • Rank 2/171 Max Drawdown
Fund Name Currency Return
8 AXA WF Global Strategic Bonds A C USD USD

1.5%

9 UBAM Unconstrained Bond APHC USD

Currency exposure is hedged

Currency exposure is hedged

USD

1.4%

10 TCW Funds - MetWest Unconstrained Bond Fund IU Cap USD

1.3%

11 PIMCO GIS Diversified Income Dur Hdg E USD Inc

Currency exposure is hedged

Currency exposure is hedged

USD

1.3%

12 Wellington Global Strategic Credit USD S Acc

Currency exposure is hedged

Currency exposure is hedged

USD

1.2%

Fund Name Currency Loss
1 UBAM Unconstrained Bond APHC USD

Currency exposure is hedged

Currency exposure is hedged

USD

-0.3%

2 TCW Funds - MetWest Unconstrained Bond Fund IU Cap USD

-0.3%

2 Franklin Flexible Alpha Bond A (acc) USD USD

-0.3%

4 AXA WF Global Strategic Bonds A C USD USD

-0.4%

5 Coronation Global Strategic Income A USD

Currency exposure is hedged

Currency exposure is hedged

USD

-0.8%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.2% 0.2%
2017 3.3% 0.8% 1.1% 0.6% 0.7%
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. Austria
  2. Belgium
  3. France
  4. Germany
  5. Italy
  6. Luxembourg
  7. Spain
  8. United Kingdom

Fund Info

  • Launch date12/09/2014
  • Share Class size13Mn
  • Base currencyUSD
  • ISIN LU1109965431

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

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