TCW Select Sustainable Equities Fund

TCW Select Sustainable Equities Fund

LU1329979691

CLASS IU (USD)
100.00 11/03/2016

 

Long only US concentrated equities management which strategy was launched in 1987.

The objective of the Sub-Fund is to provide long-term capital appreciation. To achieve this objective, the Sub-Fund invests primarily in equity securities of mid and large capitalization companies. TCW runs a long-term/low turn-over, fully invested, concentrated portfolio of approximately 25 to 35 stocks. The managers seek companies with the highest quality growth opportunities. The investment process is fundamentally driven based on exhaustive bottom-up research complemented and supported by thematic macro trends. The managers focus on companies with large end-market opportunities and clear product and/or cost advantages. The emphasis is on searching for attractive proven and established businesses, yet undervalued. Key factors TCW looks for in them are: potential for expanding market share, widening profit margins, and accelerating earnings growth.

« We Are Investors, Not Traders »

Craig
Blum, CFA

Group MD,
Equities

Brandon
Bond, CFA

MD & Senior Analyst,
Equities

Brian
McNamara

MD,
Equities – Product Specialist

Robert
Park, CFA

MD,
Senior Analyst

INVESTMENT PROFILE
Lower risk
Potentially lower rewards
Higher risk
Potentially higher rewards

PERFORMANCE

Historical monthly returns (in %)

JanFebMarAprMayJunJulAugSepOctNovDecYTD
2022-9.6-5.82.3-14.8-3.4-6.810.7-6.3-11.26.44.3-31.7
2021-2.52.40.78.7-1.27.83.54.3-5.86.6-0.30.025.6
20203.7-4.6-10.715.18.64.16.27.9-3.7-2.09.90.837.8
201910.83.73.65.3-4.85.80.8-1.8-1.12.44.62.435.5
20187.8-2.1-1.12.53.80.92.55.40.1-10.32.4-8.32.0
20175.44.22.03.31.90.23.71.50.41.82.80.631.5
2016-9.6-2.95.1-0.12.6-1.45.6-1.6-0.5-3.1-2.4-0.7-9.3
2015  -1.1*-1.1
*Since inception (December 8th, 2015) to December 31st 2015.
Figures based on month-end NAVs

Statistics (in %) as of 30 nov 2022

PerformanceRisk
1M3M6M1Y3YSince
inception
Annualized
volatility
Max DD
Fund4.3-1.6-4.8-31.721.192.718.9-38.7
First NAV : 8Dec2015 – 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.

Information

Fund Type Luxembourg SICAV – UCITS
Income treatment Accumulation / Distribution, according to classes
Launch date 8 December 2015
Base currency USD
Available currencies USD
Manager TCW Investment Management Company LLC
www.tcw.com
Quotation (NAV calcultation) Daily (business days)
Administrator Société Générale, Luxembourg Branch
Subscription/Redemption Day D, cut-off 10pm CET
Management fee 0.75% p.a. for class I
1.80% 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 None
Registration for distribution LU, UK, FR, DE (as per shares) – Contact us

TCW FUNDS LATEST NEWS

TCW in the news- November 15th, 2022

TCW in the news- November 15th, 2022

The Fed's monkey business Stephen Kane, Co-Chief Investment Officer & Co-Director Fixed Income, TCW - November 15th, 2022Almost all central banks in major developed countries are tightening monetary policy. The degree, speed and scale of this movement are...

read more
TCW – Trading Secrets – October 2022

TCW – Trading Secrets – October 2022

The Fed's Monkey Business  By Stephen M. Kane, CFA -  Co-CIO, Generalist PM, Co-Director Fixed Income   "Central Bankers, and the Federal Reserve chairman specifically, have a tough job, no question about it. Attempting to control the level of inflation and...

read more
TCW – Press release – September 6th, 2022

TCW – Press release – September 6th, 2022

Press releaseTCW Group today announced the appointment of Kathryn (Katie) Koch as President and Chief Executive Officer, succeeding CEO David Lippman who will retire at year end. Partner and top executive at Goldman Sachs (AMD) in her previous role, Kathryn will be...

read more

PROSPER EVENTS

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ELEVA Leaders – Presentation – October 13th, 2022

ELEVA Leaders – Presentation – October 13th, 2022

INVITATION - October 13th, 2022  Prosper invites you to meet in Geneva     Ingrid Pfyffer-EdelfeltCo-Fund Manager of       ELEVA Leaders Small & Mid Cap Europe  (***** Morningstar) AGENDAThursday, October 13th, 2022 Breakfast presentation8.15 :...

TCW – Presentation – September 29th, 2022

TCW – Presentation – September 29th, 2022

INVITATION - September 29th, 2022  Prosper and TCW invites you to meet in Geneva     Laird LandmannTCW Generalist Portfolio ManagerCo-Director Fixed IncomeAGENDAThursday, September 29th, 2022   Breakfast presentation8.15 : Coffee8.30 : Presentation9.30 :...

Prosper Global Macro – Presentation – September 6th, 2022

Prosper Global Macro – Presentation – September 6th, 2022

INVITATION - September 6th, 2022  Prosper invites you to meet in Geneva     Patrick Armstrong CIO of Plurimi WealthFund Manager of Prosper Global Macro (***** Morningstar) & Plurimi AI Global Equity StrategiesAGENDATuesday, September 6th, 2022 Breakfast...

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