TCW Funds - TCW Emerging Markets Sustainable Income Fund IEHERegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 9.4 | -11.8 | -15.8 | 3.8 | -0.3 |
![]() | +/-Cat | 0.2 | -2.3 | -3.2 | -2.2 | 0.5 |
![]() | +/-B’mrk | -1.0 | -2.2 | -1.6 | -1.2 | 2.4 |
Category: Global Emerging Markets Bond - EUR Biased | ||||||
Category Benchmark: Morningstar EM Sov Bd GR Hd... |
Key Stats | ||
NAV 25/07/2024 | EUR 986.19 | |
Day Change | 0.33% | |
Morningstar Category™ | Global Emerging Markets Bond - EUR Biased | |
ISIN | LU1055787847 | |
Fund Size (Mil) 25/07/2024 | USD 41.88 | |
Share Class Size (Mil) 25/07/2024 | EUR 1.43 | |
Max Initial Charge | 2.50% | |
Ongoing Charge 16/02/2024 | 0.70% |
Morningstar Research |
Analyst Report | 18/12/2023 Jeana Marie Doubell, Analyst Morningstar, Inc |
TCW Sustainable Emerging Markets Income benefits from a seasoned team that has put the strategy’s flexibility to good use. Still, this vehicle’s new sustainability focus brings additional challenges as it partly reduces the team’s investable... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: TCW Funds - TCW Emerging Markets Sustainable Income Fund IEHE |
The Sub-Fund seeks high total return provided by current income and capital appreciation by investing mainly in fixed income securities and instruments giving exposure to emerging markets through a sustainable investment framework, including the reduction of the Sub-Fund’s carbon intensity relative to the Emerging Market corporate and quasi-sovereign market. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Alex Stanojevic 01/07/2017 | ||
Christopher Hays 01/05/2024 | ||
Click here to see others | ||
Inception Date 11/04/2014 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
JPM ESG EMBI Global Diversified TR EUR | Morningstar EM Sov Bd GR Hdg EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for TCW Funds - TCW Emerging Markets Sustainable Income Fund IEHE | 30/06/2024 |
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