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TCW Select Equities Fund IU

Rang 16 von 267 in - Aktien - US Aktien über 12 Monate
All calculations are in EUR unless stated

Verwaltet von

Craig Blum

Craig Blum was born in the USA in 1970 and graduated from UCLA with a BA degree in applied mathematics and computer science and and an MBA in finance from the UCLA Anderson Graduate School of Management. He started his investment career in 1994 as a financial advisor for Merrill Lynch and later worked as a commercial mortgage backed securities analyst at FMAC Capital Markets and Paine Webber. Craig joined TCW in 1999 as a research analyst in the US equity research group and in 2002 he became a member of the concentrated core/select equities group and became a portfolio manager in 2004. Craig has been manging funds for over seven years and currently runs the SGAM Equities US Concentrated Fund for Amundi. He is a CFA Charterholder and outside of fund management he enjoys music, fitness, skiing and snowboarding.

Anlageziel

The Sub-Fund invests primarily in equity securities of mid and large capitalisation companies. Under normal circumstances, the Sub-Fund invests at least 80% of its net assets in equity securities. Equity securities include common and preferred stock; rights or warrants to purchase common or preferred stock; securities convertible into common or preferred stock such as convertible preferred stock, bonds or debentures; American Depository Receipts; and other securities with equity characteristics.

Performance

Aktien - US Aktien über : 30.06.2017 - 30.06.2018

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 30.06.2018 Jährlich Q1 Q2 Q3 Q4
2018 1,9% 13,1%
2017 15,5% 10,5% -1,1% 1,9% 3,7%
2016 -6,6% -12,1% 3,8% 2,2% 0,2%

Monatliche Performance

Rendite vs Risiko

Zum Verkauf zugelassen in

  1. Belgien
  2. Frankreich
  3. Deutschland
  4. Luxemburg
  5. Vereinigtes Königreich

Information über den Fonds

  • Starttermin08.12.2015
  • Größe der Anteilsklasse01Mn
  • BasiswährungUSD
  • ISIN LU1329979691

Kaufinformation

  • Mindestanlage (initial)1Mn
  • Mindest regelmäßige Zusatzinvestition0,001

Gebühren

  • Jährliche Verwaltungsgebühr0,75%
  • Ausgabeaufschlag0,75

Performance bezieht sich auf die gezeigte Laufzeit (Monatsende bis Monatsende, Angebotspreis/Angebotspreis, Brutto-Erträge reinvestiert, in angezeigter Währung/angezeigten Währungen berechnet)