Fact sheet: MWUncstBnd

Fund information

Fund name
MetWest Unconstrained Bond RU USD
Fund company manager
TCW
Fund type
SIB
Fund manager(s)
Tad Rivelle
since 12/09/2014
Laird Landmann
since 12/09/2014
Stephen M. Kane
since 12/09/2014
Bryan Whalen
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,Strategic Investment
Investment method
Fixed Interest

Quick stats

1 Year return

0.21 %

1 Year rank in sector

110/135

Sector

FO Absolute Return

Yield
-
Fund size
-
FE Risk score

16

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-0.59 %-0.37 %0.21 %2.24 %0 %
Sector0.78 %1.37 %3.09 %4.51 %8.81 %
Rank within sector134 / 147113 / 144110 / 135 / /
Quartile th4 th4 th4 th th th

Calendar performance

YTD-20182017201620152014
Fund-0.01 %-0.37 %0 %0 %0 %
Sector0.71 %2.62 %0.66 %0.69 %1.2 %
Rank within sector124 / 147108 / 134 / / /
Quartile th4 th4 th th th th

Risk statistics

Alpha0.31
Beta0.31
Sharpe-0
Volatility1.36
Tracking error1.74
Information ratio-0.34
R-Squared0.16

Price movement

52 week high101.5775
52 week low100.1448
Current bid price0
Current offer price0
Current mid price100.37

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-