TCW Global Real Estate Fund Recognized in 2024 Refinitiv Lipper Awards

Rhea-AI Summary

The TCW Global Real Estate Fund (TGREX) by TCW Group received a Lipper Award in the Global Real Estate Funds category for the 5-year period ending November 30, 2023. The fund focuses on maximizing total return through current income and long-term capital growth, with a strategic approach to global real estate investments.

LOS ANGELES--(BUSINESS WIRE)-- The TCW Group, a leading global asset management firm, announced today that its TCW Global Real Estate Fund (TGREX) was honored with a Lipper Award in the Global Real Estate Funds category for the 5-year period, ended November 30, 2023.

The TCW Global Real Estate Fund provides highly concentrated positions in the global real estate universe with an opportunistic and long-term focus. The fund’s objective is to seek to maximize total return from current income and long-term capital growth.

“This recognition exemplifies TCW’s commitment to delivering strong results for our clients, our disciplined approach to investing, and the power of active management,” said Michael Reilly, TCW’s Chief Investment Officer for Equities. “The key to this Fund’s success has been the team’s focus on long-term secular trends that impact the real estate market which has led to underweight positions in office and retail commercial real estate since before Covid and strategically adding in areas such as data centers, cell towers, and residential.”

Refinitiv Lipper Fund Awards pay tribute to outstanding fund performance. For more than three decades, these awards have recognized funds and fund management firms for their consistently strong risk-adjusted three-, five-, and ten-year performance relative to their peers. Based on Lipper's quantitative, proprietary methodology, the awards reflect a truly independent and uncompromised assessment of fund performance. For more information, please visit www.lipperfundawards.com.

About The TCW Group

TCW is a leading global asset management firm with a broad range of products across fixed income, alternative investments, equities, and emerging markets. With half a century of investment experience, TCW today manages approximately $210 billion in client assets. Through the MetWest Funds and TCW Funds families, TCW manages one of the largest mutual fund complexes in the U.S. TCW’s clients include many of the world’s largest corporate and public pension plans, financial institutions, endowments and foundations, as well as financial advisors and high net worth individuals. For more information, please visit www.tcw.com.

Obtain a Prospectus

You should consider the investment objectives, risks, charges and expenses of a mutual fund carefully before investing. A Fund’s Prospectus and Summary Prospectus contain this and other information about the Fund. To receive a Prospectus, please call 800-386-3829 or you may download the Prospectus from the Fund’s website at TCW.com. Please read it carefully. TCW Funds are distributed by TCW Funds Distributors LLC.

View source version on businesswire.com: https://www.businesswire.com/news/home/20240314351767/en/

Media:

Doug Morris

Head of Corporate Communications

+1-213-244-0509

doug.morris@tcw.com

Source: The TCW Group

FAQ

What award did the TCW Global Real Estate Fund (TGREX) receive?

The fund received a Lipper Award in the Global Real Estate Funds category for the 5-year period ending November 30, 2023.

What is the objective of the TCW Global Real Estate Fund (TGREX)?

The fund aims to maximize total return through current income and long-term capital growth by investing in highly concentrated positions in the global real estate market.

Who is TCW's Chief Investment Officer for Equities?

Michael Reilly serves as TCW's Chief Investment Officer for Equities.

What sectors does the TCW Global Real Estate Fund (TGREX) focus on?

The fund focuses on long-term secular trends impacting the real estate market, with underweight positions in office and retail commercial real estate and strategic investments in areas like data centers, cell towers, and residential properties.

How long have the Refinitiv Lipper Fund Awards been recognizing outstanding fund performance?

The Refinitiv Lipper Fund Awards have been recognizing outstanding fund performance for more than three decades.