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.
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 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.
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.
Rank 121/191 Total Return
Rank 75/191 Standard Deviation
Rank 90/191 Max Drawdown
|119||HSBC GIF US Dollar Bond AC USD||USD||
|120||Spaengler IQAM Bond USD FlexD (RA)||USD||
|121||TCW Funds - Metwest Total Return Bond Fund AU Cap||USD||
|121||Nordea 1 US Bond Opportunities BP USD||USD||
|123||Goldman Sachs US Fixed Income Pf Base USD||USD||
|View full league table|
|75||TCW Funds - Metwest Total Return Bond Fund AU Cap||USD||
|77||Lysander Canso US CreditSeries A||USD||
|77||Eastspring Investments-US Strategic Income Bond D||USD||
|View full league table|
Month by Month Performance
Returns Vs Risk
- United Kingdom
- Launch date19/04/2013
- Share Class size09Mn
- Base currencyUSD
- Min. initial investment1
- Min. regular additional investment1
- Annual management0.80%
- Initial investment0.8