TCW Funds - TCW Core Plus Bond Fund RGHGRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 7.8 | -1.4 | -15.3 | 4.8 | -1.2 |
![]() | +/-Cat | - | - | - | - | - |
![]() | +/-B’mrk | - | - | - | - | - |
Category: Other Bond | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 15/07/2024 | GBP 101.90 | |
Day Change | -0.29% | |
Morningstar Category™ | Other Bond | |
IA (formerly IMA) Sector | Specialist Bond | |
ISIN | LU1821938104 | |
Fund Size (Mil) 15/07/2024 | USD 192.82 | |
Share Class Size (Mil) 15/07/2024 | GBP 0.02 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 0.50% |
Morningstar Research |
Analyst Report | - , Morningstar, Inc |
TCW fund Metwest Total Return Bond is led by an impressive group of investors that executes a time-tested investment approach. The strategy's cheapest XU share classes have earned an upgrade to a Morningstar Analyst Rating of Gold, while the more... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 25 |
Parent | 23 |
Process | 25 |
Performance | |
Price |
Investment Objective: TCW Funds - TCW Core Plus Bond Fund RGHG |
The Sub-Fund seeks to maximise 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. Benchmark: Bloomberg U.S. Aggregate Bond Index The use of this benchmark is for comparison purposes only and it is not used for tracking or superperforming purposes. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Bryan Whalen 19/04/2013 | ||
Jerry Cudzil 06/09/2023 | ||
Click here to see others | ||
Inception Date 25/05/2018 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Bloomberg US Agg Bond TR USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for TCW Funds - TCW Core Plus Bond Fund RGHG | 31/05/2024 |
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