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Morgan Stanley Global Fixed Income Opps AHX EUR

Ranked 5 out of 35 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 : 31/01/2017 - 31/01/2018
  • Rank 5/35 Total Return
  • Rank 9/35 Standard Deviation
  • Rank 8/35 Max Drawdown
Fund Name Currency Return
3 Vontobel Fd TwentyFour Strat Income Fd H EUR

Currency exposure is hedged

Currency exposure is hedged

SEK

10.2%

4 Janus Henderson Global Flexible Income Iacc Hdg

Currency exposure is hedged

Currency exposure is hedged

SEK

9.0%

5 Morgan Stanley Global Fixed Income Opps AHX EUR

Currency exposure is hedged

Currency exposure is hedged

SEK

9.0%

6 Schroder ISF Global Credit Income EUR Hgd A Acc

Currency exposure is hedged

Currency exposure is hedged

SEK

8.9%

7 BGF Strategic Global Bond E2 EUR hedged

Currency exposure is hedged

Currency exposure is hedged

SEK

8.6%

Fund Name Currency Risk
7 UBAM Unconstrained Bond IPC EUR SEK

4.3

8 AB SICAV I-Diversified Yield Plus Pf A2 EUR H

Currency exposure is hedged

Currency exposure is hedged

SEK

4.4

9 Morgan Stanley Global Fixed Income Opps AHX EUR

Currency exposure is hedged

Currency exposure is hedged

SEK

4.4

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

Currency exposure is hedged

Currency exposure is hedged

SEK

4.5

11 T Rowe Dynamic Global Bond Ih EUR Cap

Currency exposure is hedged

Currency exposure is hedged

SEK

4.5

Fund Name Currency Loss
6 Vontobel Fd TwentyFour Strat Income Fd H EUR

Currency exposure is hedged

Currency exposure is hedged

SEK

-1.7%

7 M&G Global Macro Bond EUR C-H Inc

Currency exposure is hedged

Currency exposure is hedged

SEK

-1.8%

8 Morgan Stanley Global Fixed Income Opps AHX EUR

Currency exposure is hedged

Currency exposure is hedged

SEK

-1.9%

9 Schroder ISF Global Credit Income EUR Hgd A Acc

Currency exposure is hedged

Currency exposure is hedged

SEK

-1.9%

9 Threadneedle (Lux)-Global Strategic Bond AEH

Currency exposure is hedged

Currency exposure is hedged

SEK

-1.9%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 7.7% 0.9% 2.5% 1.5% 2.5%
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 size40Mn
  • 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).