Fact sheet: MWUncstBnd

Fund information

Fund name
MetWest Unconstrained Bond IU
Fund company manager
TCW
Fund type
SIB
Fund manager(s)
Bryan Whalen
since 12/09/2014
Tad Rivelle
since 12/09/2014
Laird Landmann
since 12/09/2014
Stephen M. Kane
since 12/09/2014
Fund objective
The Sub-Fund seeks to provide investors with positive long-term returns irrespective of general securities market conditions.
Benchmark
BofA Merrill Lynch U.S. LIBOR 3-month Average Index
Investment style
Absolute Return
Investment method
Fixed Interest

Quick stats

1 Year return

3.23 %

1 Year rank in sector

60/135

Sector

FO Absolute Return

Yield
-
Fund size
-
FE Risk score

19

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.09 %1.39 %3.23 %6.52 %0 %
Sector-0.15 %0.71 %3.16 %3.78 %9.96 %
Rank within sector55 / 15056 / 14760 / 13532 / 102 /
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Calendar performance

YTD-20172016201520142013
Fund2.87 %3.47 %0.2 %0 %0 %
Sector2.46 %0.66 %0.69 %1.2 %3.58 %
Rank within sector62 / 14036 / 12453 / 108 / /
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Risk statistics

Alpha1.58
Beta0.38
Sharpe-0
Volatility0.95
Tracking error1.29
Information ratio0.55
R-Squared0.52

Price movement

52 week high1073.602
52 week low1038.2516
Current bid price0
Current offer price0
Current mid price1072.236

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-