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Morgan Stanley Global Fixed Income Opps AHX EUR

Ranked 9 out of 36 in - Global Flexible over 12 months
All calculations are in SEK unless stated

Managed by

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 in Sweden View performance globally

Performance

Global Flexible over : 31/10/2016 - 31/10/2017
  • Rank 9/36 Total Return
  • Rank 19/36 Standard Deviation
  • Rank 17/36 Max Drawdown
Fund Name Currency Return
7 PIMCO GIS Diversified Income Inst EUR Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

SEK

3.7%

8 PIMCO GIS Income E EUR Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

SEK

3.4%

9 Morgan Stanley Global Fixed Income Opps AHX EUR

Currency exposure is hedged

Currency exposure is hedged

SEK

2.8%

10 Legg Mason WA Global Multi Strat A Acc H EUR

Currency exposure is hedged

Currency exposure is hedged

SEK

2.8%

11 NN (L) First Cl. Yield Opportunities P Cap EUR SEK

2.5%

Fund Name Currency Risk
17 AB SICAV I-Diversified Yield Plus Pf A2 EUR H

Currency exposure is hedged

Currency exposure is hedged

SEK

5.2

18 Vontobel Fd TwentyFour Strat Income Fd HI EUR SEK

5.3

19 Morgan Stanley Global Fixed Income Opps AHX EUR

Currency exposure is hedged

Currency exposure is hedged

SEK

5.3

20 Fidelity Funds - Gl Strat Bond A-ACC-EUR H

Currency exposure is hedged

Currency exposure is hedged

SEK

5.5

21 Henderson HF Total Return Bond A2 EUR SEK

5.5

Fund Name Currency Loss
15 Schroder ISF Strategic Bond EUR Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

SEK

-4.4%

16 Legg Mason WA Global Multi Strat A Acc H EUR

Currency exposure is hedged

Currency exposure is hedged

SEK

-4.4%

17 Morgan Stanley Global Fixed Income Opps AHX EUR

Currency exposure is hedged

Currency exposure is hedged

SEK

-4.5%

18 Franklin Flexible Alpha Bond I (acc) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

SEK

-4.7%

19 Schroder ISF Global Multi Credit I Acc Hdg EUR

Currency exposure is hedged

Currency exposure is hedged

SEK

-4.7%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.9% 2.5% 1.5%
2016 7.7% 0.8% 2.9% 5.0% -1.2%
2015 -5.1% -0.4% -1.8% -0.8% -2.2%
2014 12.1% 4.8% 5.4% -1.5% 3.0%
2013 4.6% -3.0% 2.0% 1.3% 4.4%
2012 10.8% 4.5% -0.4% 2.0% 4.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date07/11/2011
  • Share Class size38Mn
  • Base currencyEUR
  • ISIN LU0699139464
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.00%

Related News

Morgan Stanley launches Asian bond fund for star manager’s team

Investment management firm unveils regional strategy for four-strong unit overseen by CIO for global fixed income.

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