TCW Funds - TCW Income Fund IURegister to Unlock Ratings |
Performance History | 31/05/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 0.3 | 2.9 | -0.1 | 3.3 | -0.7 |
![]() | +/-Cat | -2.5 | 2.3 | -1.9 | 2.8 | -1.7 |
![]() | +/-B’mrk | -3.9 | 3.6 | 1.9 | 3.9 | 0.7 |
Category: USD Flexible Bond | ||||||
Category Benchmark: Morningstar US Core Bd TR USD |
Key Stats | ||
NAV 27/06/2024 | USD 1209.58 | |
Day Change | -0.10% | |
Morningstar Category™ | USD Flexible Bond | |
ISIN | LU1848747769 | |
Fund Size (Mil) 27/06/2024 | USD 34.35 | |
Share Class Size (Mil) 27/06/2024 | USD 3.53 | |
Max Initial Charge | 2.50% | |
Ongoing Charge 16/02/2024 | 0.70% |
Investment Objective: TCW Funds - TCW Income Fund IU |
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 (as outlined below). Benchmark: Bloomberg US Treasury Bill: 1-3 Months 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 16/11/2018 | ||
Jerry Cudzil 06/09/2023 | ||
Click here to see others | ||
Inception Date 16/11/2018 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Bloomberg US Treasury Bill 1-3 M TR USD | Morningstar US Core Bd TR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for TCW Funds - TCW Income Fund IU | 31/05/2024 |
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