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Morgan Stanley Global Bond AH EUR

Ranked 144 out of 243 in - Global over 36 months
All calculations are in EUR 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 rate of return, measured in US Dollars, through market, instrument and currency selection. The Fund consists of domestic, international and Euromarket Fixed Income Securities of varying maturities denominated in US Dollars and other currencies, including emerging markets.

Showing fund performance in Luxembourg View performance globally

Performance

Global over : 31/08/2015 - 31/08/2018
  • Rank 144/243 Total Return
  • Rank 221/243 Standard Deviation
  • Rank 188/243 Max Drawdown
Fund Name Currency Return
143 PWMG SIF-Fixed Income Strategy EUR-A EUR

0.3%

144 Morgan Stanley Global Bond AH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

0.2%

145 Metzler Sovereign Select B EUR

0.2%

146 HANSAINVEST LUX UMBRELLA-INTERBOND EUR

0.2%

146 EdR Prifund Income Strategy A EUR EUR

0.2%

Fund Name Currency Risk
219 Pictet - Global Bonds I EUR EUR

5.2

220 Cigogne Fund Fixed Income Arbitrage O EUR EUR

5.3

221 Morgan Stanley Global Bond AH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

5.3

222 BNY Mellon Global Bond I EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

5.3

223 ARCHEA Fund Bond Selection B1 EUR

5.3

Fund Name Currency Loss
186 LO Funds III- Global Government Fundamental S A EUR

-7.0%

187 NEF - Global Bond R EUR

-7.0%

188 Morgan Stanley Global Bond AH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-7.2%

189 EIS Insurance Unit Bond Strategy 4 I EUR EUR

-7.2%

190 IVO Fixed Income EUR-I Cap EUR

-7.3%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 1.1% -4.7%
2017 6.7% 1.8% 2.9% 1.2% 0.6%
2016 0.2% 4.3% 2.0% 1.5% -7.2%
2015 -5.9% -2.2% -2.0% -0.9% -1.0%
2014 1.3% 3.0% 2.6% -2.9% -1.3%
2013 -3.0% -2.8% -3.4% 2.7% 0.6%
2012 6.8% 2.3% 0.1% 4.0% 0.3%
2011 2.3% 2.0% 2.6% -1.9% -0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date25/10/2010
  • Share Class size04Mn
  • Base currencyEUR
  • ISIN LU0552899485
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.80%

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