Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

MS TCW Unconstrained Plus Bond B1 Acc EUR

Ranked 6 out of 41 in - Global Flexible over 12 months
All calculations are in EUR unless stated

Objective

The Sub-Fund’s investment objective is to seek long term capital appreciation through a flexible investment approach that invests primarily in global debt securities. The Sub-Fund seeks to achieve its investment objective by employing a discretionary and flexible investment approach investing into a range of global investment opportunities in debt securities. These investment opportunities aim to take benefit of movement in the credit, currency and interest rate markets that positively impacts the prices of the underlying debt securities.

Showing fund performance in Belgium View performance globally

Performance

Global Flexible over : 31/08/2017 - 31/08/2018
  • Rank 6/41 Total Return
  • Rank 2/41 Standard Deviation
  • Rank 1/41 Max Drawdown
Fund Name Currency Return
4 Nomura Funds Ireland-Global Dynamic Bond A EURH

Currency exposure is hedged

Currency exposure is hedged

EUR

0.1%

5 DPAM L Bonds Uni Unconstrained B EUR Cap EUR

0.1%

6 MS TCW Unconstrained Plus Bond B1 Acc EUR EUR

-0.6%

7 Nordea 1 - Flexible Fixed Income BP EUR EUR

-0.7%

8 Franklin Flexible Alpha Bond I (acc) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.8%

Fund Name Currency Risk
1 TCW Funds - MetWest Unconstrained Bond Fund AEHE

Currency exposure is hedged

Currency exposure is hedged

EUR

0.6

2 UBAM Unconstrained Bond RC EUR EUR

0.7

2 MS TCW Unconstrained Plus Bond B1 Acc EUR EUR

0.7

4 Franklin Flexible Alpha Bond I (acc) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

EUR

0.7

5 AXA WF Global Strategic Bonds A C EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

0.8

Fund Name Currency Loss
1 MS TCW Unconstrained Plus Bond B1 Acc EUR EUR

-1.0%

2 Franklin Flexible Alpha Bond I (acc) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.2%

3 Nordea 1 - Flexible Fixed Income BP EUR EUR

-1.3%

4 AXA WF Global Strategic Bonds A C EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.5%

5 UBAM Unconstrained Bond RC EUR EUR

-1.7%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.7% -0.3%
2017 3.6% 1.2% 1.5% 0.7% 0.2%
2016 2.2% 0.0% 1.1% 1.1% -0.2%
2015 0.1% 0.9% 0.0% -0.6% -0.1%
2014 3.9% 1.8% 1.5% 0.6% 0.0%
2013 1.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. France
  3. Germany
  4. Ireland
  5. Italy
  6. Luxembourg
  7. Singapore
  8. Spain
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date11/09/2013
  • Share Class size06Mn
  • Base currencyEUR
  • ISIN IE00BCZVTY89

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.55%
  • Initial investment0.00%

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