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Morgan Stanley Global Fixed Income Opps A USD

Ranked 15 out of 169 in - Global Flexible over 12 months
All calculations are in USD unless stated

Managed by

Jim Caron

Jim Caron is a portfolio manager and senior member of the MSIM Global Fixed Income team and a member of the Asset Allocation Committee focusing on macro strategies at Morgan Stanley. He joined the firm in 2006 and prior to this, he held the position of global head of interest rates, foreign exchange and emerging markets strategy with Morgan Stanley Research. Jim received a BA in Physics from Bowdoin College, a BSc in Aeronautical Engineering from the California Institute of Technology and an MBA in Finance from New York University, Stern School of Business.

Richard Ford

Richard Ford was born in Guildford, Surrey. He attended the University of Edinburgh where he graduated in business studies. Richard started his career with Ernst and Young where he qualified as a Chartered Accountant. He joined Morgan Stanley in 1991 and has over 15 years of investment experience. During his time at the firm he has worked as a risk manager and as a proprietary trader before joining Morgan Stanley Investment Management in 2002. In addition to his experience at Morgan Stanley, he was a portfolio manager with Pimco. Richard has been managing funds for over six years and is a member of the Institute of Chartered Accountants. Outside of fund management he enjoys bridge, travelling and sport.

Michael Kushma

Michael B. Kushma graduated in 1979 with a BA in economics from Princeton University. He also completed a master's in economics from the London School of Economics in 1981 and a master's in philosophy from Columbia University in 1983. He joined Morgan Stanley in 1987 in the fixed income division, and currently manages European and global bond funds.

Christian Roth

Christian G. Roth holds a BS degree from the Wharton School of the University of Pennsylvania. He started his investment career as a senior associate in the merchant banking division of Dean Witter Capital Corporation. He joined Morgan Stanley in 1991 and currently runs the Morgan Stanley Global Bond Fund.

Objective

The investment objective is to provide an attractive level of total return through investment in global fixed income securities. The Fund will seek to achieve the investment policy through allocation across fixed income asset classes as well as through market and instrument selection. The Fund will invest primarily in the global securities of corporate, government and government related issuers across a spectrum of fixed income asset classes including high yield bonds, investment grade bonds, mortgage backed securities, convertibles and currencies.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global Flexible over : 31/10/2017 - 31/10/2018
  • Rank 15/169 Total Return
  • Rank 32/169 Standard Deviation
  • Rank 9/169 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.4% -0.8% 1.0%
2017 7.1% 1.7% 2.2% 1.7% 1.3%
2016 4.4% 0.1% 1.4% 3.0% -0.2%
2015 -1.4% 2.0% -1.5% -1.9% 0.1%
2014 4.8% 3.8% 2.9% -0.9% -1.0%
2013 1.8% -0.2% -2.8% 2.3% 2.6%
2012 15.5% 5.4% 0.6% 6.0% 2.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/08/2018

Top 10 Holdings

Stock Size
Other Assets 19.52%
USD Cash 10.08%
Poland 2.250% 25-Apr-2022 2.01%
Australia, Commonwealth of (Government) 2.750% 21-Nov-2027 1.79%
ULTRA BOND DEC8 1.33%
New Zealand 4.500% 15-Apr-2027 1.02%
US Treasury 2.500% 15-Feb-2045 0.99%
New Zealand 3.000% 20-Apr-2029 0.96%
Portugal 2.200% 17-Oct-2022 0.95%
US Treasury 3.500% 15-Feb-2039 0.90%
31/08/2018

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Greece
  9. Ireland
  10. Italy
  11. Luxembourg
  12. Netherlands
  13. Norway
  14. Portugal
  15. Singapore
  16. Spain
  17. Sweden
  18. Switzerland
  19. United Kingdom

Fund Info

  • Launch date07/11/2011
  • Share Class size239Mn
  • Base currencyUSD
  • ISIN LU0694238766

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.00%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).