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TCW Multi-Income US Equities Fund XJ

Ranked 174 out of 193 in - US Income over 12 months
All calculations are in USD unless stated

Managed by

Iman H. Brivanlou

Iman Brivanlou, PhD is manager director in high income equities at TCW Investment Management Company based in Los Angeles. He joined the firm in 2006 as an analyst in the US Equity Research group and prior to this, he worked for Kayne Anderson, a hedge fund in Century City. Iman graduated from MIT with a BSc in Physics, Harvard with a PhD in Neuroscience and UCLA Anderson School of Management with an MBA in Finance.

Objective

The objective is to provide a combination of current income and long-term capital growth. To achieve this objective, the Sub-Fund will invests at least 80% of its net assets in equity securities listed and publicly traded on stock exchanges in the US. Equity securities include common and preferred stock; rights or warrants to purchase common or preferred stock; securities convertible into common or preferred stock such as convertible preferred stock, bonds or debentures; and other securities with equity characteristics. To follow the Sub-Fund objectives, the Investment Manager will focus specifically on investing in securities that are likely to pay high dividends (including but not limited to securities issued by Real Estate Investment Trusts, business development companies, and master limited partnerships). For this purpose, the Investment Manager will utilize a value-oriented multi-cap strategy that seeks to acquire shares at a substantial discount to their intrinsic value. To identify opportunities, the Investment Manager will employ a disciplined bottom-up investment process, with emphasis on assessing asset/earnings/cash flow quality and dividend stability. Up to 20% of the Sub-Funds net assets may be invested in bonds and Money Market Instruments; equities and Equity-linked.

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

Performance

US Income over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.8%
2017 7.3% 4.6% -1.1% 1.5% 2.1%
2016 10.1% 1.6% 5.1% 2.2% 0.9%
2015 -4.1% -12.6% -0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Luxembourg

Fund Info

  • Launch date20/03/2015
  • Share Class size6,234Mn
  • Base currencyJPY
  • ISIN LU1203046583

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

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