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
Laird Landmann
since 12/09/2014
Tad Rivelle
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,Strategic Investment
Investment method
Fixed Interest

Quick stats

1 Year return

3.26 %

1 Year rank in sector

61/139

Sector

FO Absolute Return

Yield
-
Fund size
-
FE Risk score

8

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.2 %1.42 %3.26 %6.82 %0 %
Sector-0.46 %0.58 %2.8 %3.41 %9.08 %
Rank within sector33 / 14950 / 14761 / 13930 / 101 /
Quartile th1 st2 nd2 nd2 nd th

Calendar performance

YTD-20172016201520142013
Fund3.15 %3.47 %0.2 %0 %0 %
Sector2.42 %0.66 %0.69 %1.2 %3.58 %
Rank within sector57 / 13936 / 12353 / 107 / /
Quartile th2 nd2 nd2 nd th th

Risk statistics

Alpha1.71
Beta0.38
Sharpe-0
Volatility0.95
Tracking error1.29
Information ratio0.77
R-Squared0.51

Price movement

52 week high1075.6307
52 week low1039.2933
Current bid price0
Current offer price0
Current mid price1075.1166

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-