TCW Funds - TCW Emerging Markets Sustainable Income Fund IURegister to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 2.2 | -4.2 | -7.9 | 2.6 | 4.1 | |
+/-Cat | -0.5 | -1.4 | -2.2 | -1.6 | 2.0 | |
+/-B’mrk | -0.9 | -2.4 | -2.1 | -1.6 | 2.8 | |
Category: Global Emerging Markets Bond | ||||||
Category Benchmark: Morningstar EM Sov Bd GR USD |
Key Stats | ||
NAV 04/10/2024 | USD 1513.33 | |
Day Change | -0.42% | |
Morningstar Category™ | Global Emerging Markets Bond | |
ISIN | LU0726519282 | |
Fund Size (Mil) 04/10/2024 | USD 44.22 | |
Share Class Size (Mil) 04/10/2024 | USD 6.67 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 0.70% |
Morningstar Research |
Analyst Report | 18/12/2023 Jeana Marie Doubell, Analyst Morningstar, Inc |
TCW Sustainable Emerging Markets Income benefits from a seasoned team that has put the strategy’s flexibility to good use. Still, this vehicle’s new sustainability focus brings additional challenges as it partly reduces the team’s investable... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: TCW Funds - TCW Emerging Markets Sustainable Income Fund IU |
The Sub-Fund seeks high total return provided by current income and capital appreciation by investing mainly in fixed income securities and instruments giving exposure to emerging markets through a sustainable investment framework, including the reduction of the Sub-Fund’s carbon intensity relative to the Emerging Market corporate and quasi-sovereign market. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Alex Stanojevic 01/07/2017 | ||
Christopher Hays 01/05/2024 | ||
Click here to see others | ||
Inception Date 30/12/2011 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
JPM ESG EMBI Global Diversified TR EUR | Morningstar EM Sov Bd GR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for TCW Funds - TCW Emerging Markets Sustainable Income Fund IU | 31/08/2024 |
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