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

2.79 %

1 Year rank in sector

60/138

Sector

FO Absolute Return

Yield
-
Fund size
-
FE Risk score

19

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.2 %1.8 %2.93 %6.91 %0 %
Sector0.31 %1.28 %2.73 %4.96 %9.59 %
Rank within sector79 / 15463 / 14960 / 13834 / 101 /
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Calendar performance

YTD-20172016201520142013
Fund2.82 %3.47 %0.2 %0 %0 %
Sector2.59 %0.66 %0.69 %1.2 %3.58 %
Rank within sector68 / 14436 / 12954 / 112 / /
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Risk statistics

Alpha1.82
Beta0.37
Sharpe-0
Volatility0.96
Tracking error1.33
Information ratio0.83
R-Squared0.49

Price movement

52 week high1071.6696
52 week low1038.2516
Current bid price0
Current offer price0
Current mid price1071.6696

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-