TCW Global Artificial Intelligence Sustainable Equity Fund

TCW Global AI Sustainable Equity Fund


100.00 30/07/2018

Global equities of businesses benefiting from AI advances

The TCW Global Artificial Intelligence Sustainable Equity fund primarily invests in equity securities of publicly traded companies that benefit from, or have the potential to benefit from, advancements in the use of artificial intelligence. The fund aims to seek long-term capital growth through a sustainable investment framework focused on reducing carbon intensity. It uses an ESG research framework to assess the sustainability and rating of bonds and other securities, taking into account various factors such as climate risks, lending standards, governance, and community impact. Additionally, the fund is designed to meet Sustainable Finance Disclosure Regulation (SFDR) standards and is classified as Article 9.

Bo Fifer

Lead Portfolio Manager

Evan W.Feagans

Co-Portfolio Manager

Lower risk
Potentially lower rewards
Higher risk
Potentially higher rewards


Historical monthly returns (in %)

2018  0.0*5.7-1.5-10.51.0-8.4-13.7

*Since inception (July 30th 2018) to December 31st 2018.
Figures based on month-end NAVs

Statistics (in %) as of 31 aug 2023

Max DD

First NAV : 30Jul2018 – NAV at inception : USD 100.
All figures based on month-end NAVs. Risk data calculated since inception.

Past performance does not guarantee nor predict future performance.


Fund Type Luxembourg SICAV – UCITS
Income treatment Accumulation / Distribution, according to classes
Launch date 30 July 2018
Base currency USD
Available currencies USD
EUR, GBP, CHF (hedged & unhedged)
Manager TCW Investment Management Company LLC
Quotation (NAV calcultation) Daily (business days)
Administrator Société Générale, Luxembourg Branch
Subscription/Redemption Day D, cut-off 10pm CET
Management fee 0.80% p.a. for class I
2.00% p.a. for class A
Performance fee None
Min. initial investment Class A : None
Class I : USD 1 mio or equivalent
Lock-up None
Commercial fees (entry/exit) None
Custodian bank Société Générale, Luxembourg Branch
Auditors Deloitte Audit
Swiss legal representative Acolin Fund Services AG
Registration for distribution AT, CH, FR, GB, IT, LU (as per shares) – Contact us


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ELEVA Leaders – Presentation – 10th October 2023

INVITATION - October 10th 2023  Prosper invites you to meet in Geneva       Ingrid Pfyffer-Edelfelt Co-Fund Manager (with Diane Bruno and Quentin Hoareau)  ofAGENDATuesday, October 10th, 2023 Breakfast presentation8.15 : Coffee8.30 : Presentation9.30 : Q&A  ...

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INVITATION - September 12th and 14th, 2023  Prosper invites shareholders of ELEVA European SelectionELEVA Euroland SelectionELEVA Absolute Return Europe to join us on a webinar hosted by   Eric Bendahan Founder, CEO of ELEVA Capital & Fund Manager           ...

TCW – Presentation – September 5th, 2023

TCW – Presentation – September 5th, 2023

INVITATION - September 5th, 2023 How does TCW diversify sector allocation and manage its bond funds duration in period of uncertainty ? AGENDA Tuesday, September 5th 2023   Breakfast presentation8.15 : Coffee8.30 : Presentation9.30 : Q&A   Lunch...

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