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

TCW Funds - MetWest Unconstrained Bond Fund AEHE

Ranked 29 out of 40 in - Global Flexible over 12 months
All calculations are in EUR 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

Showing fund performance in Belgium View performance globally

Performance

Global Flexible over : 30/11/2016 - 30/11/2017
  • Rank 29/40 Total Return
  • Rank 2/40 Standard Deviation
  • Rank 8/40 Max Drawdown
Fund Name Currency Return
27 AB SICAV I-Diversified Yield Plus Pf A2 EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

1.5%

28 Amundi Oblig Internationales EUR P EUR

0.8%

29 TCW Funds - MetWest Unconstrained Bond Fund AEHE

Currency exposure is hedged

Currency exposure is hedged

EUR

0.6%

30 Schroder ISF Strategic Bond EUR Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

0.5%

31 Carmignac Pfl Unconstrained Glbl Bd A EUR acc EUR

0.2%

Fund Name Currency Risk
1 UBAM Unconstrained Bond RC EUR EUR

0.4

2 TCW Funds - MetWest Unconstrained Bond Fund AEHE

Currency exposure is hedged

Currency exposure is hedged

EUR

0.4

3 BGF Fixed Income Gbl Opportunities E2 EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

0.8

4 Kames Strategic Global Bond A Inc EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

0.9

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

Currency exposure is hedged

Currency exposure is hedged

EUR

0.9

Fund Name Currency Loss
7 Schroder ISF Global Credit Income EUR Hgd A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.2%

8 TCW Funds - MetWest Unconstrained Bond Fund AEHE

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.2%

9 Kames Strategic Global Bond A Inc EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.3%

10 Henderson HF Total Return Bond A2 EUR EUR

-0.3%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.2% 0.4% -0.1%
2016 1.0% -0.1% 0.5% 1.0% -0.5%
2015 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. France
  3. Germany
  4. Italy
  5. Luxembourg
  6. Switzerland

Fund Info

  • Launch date07/08/2015
  • Share Class size03Mn
  • Base currencyEUR
  • ISIN LU1271656883
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment1

Charges

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