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Morgan Stanley EM Corporate Debt A USD

Ranked 37 out of 73 in - Emerging Markets Global Corporates over 12 months
All calculations are in USD unless stated

Managed by

Eric Baurmeister

Eric Baurmeister is the head of and senior portfolio manager for the Emerging Markets Debt team. He joined Morgan Stanley in 1997 and has 21 years of investment experience. Prior to joining the firm, he was a portfolio manager at MIMCO. Eric received a B.A. from Cornell University in economics and government, and holds the Chartered Financial Analyst designation. He is also a member of the Association for Investment Management Research and the JP Morgan EMBI Index Advisory Committee.

Warren Mar

Warren Mar is portfolio manager and head of Emerging Markets Corporate Debt strategy at Morgan Stanley. He joined the firm in 2012 and has 20 years of investment experience. Previously, Warren was the global head of Emerging Markets Corporate Research & Strategy at JP Morgan Chase. Warren received a Bachelor of Commerce from the University of Auckland.

Jens Nystedt

Jens Nystedt is a portfolio manager and head of sovereign research for the Emerging Markets Debt team at Morgan Stanley. He joined the firm in 2014 and has 17 years of investment experience. Prior to joining the firm, Jens was a chief economist, global strategist and portfolio manager at Moore Capital Management. He holds a PhD in International Economics & Finance and an MSc in International Finance from the Stockholm School of Economics.

Objective

The investment objective is to seek to maximise total return, measured in US Dollars, primarily through investments across the credit spectrum of debt securities of corporate issuers, together with investing in debt securities of government and government related issuers located in emerging markets. The Fund intends to invest its assets in emerging market corporate debt securities that provide a high level of current income, while at the same time holding the potential for capital appreciation.

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

Performance

Emerging Markets Global Corporates over : 31/12/2014 - 31/12/2015
  • Rank 37/73 Total Return
  • Rank 43/73 Standard Deviation
  • Rank 51/73 Max Drawdown
Fund Name Currency Loss
49 ESPA BOND EMERGING MARKETS CORPORATE T

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.4%

50 CompAM Fund Active Emerging Credit A EUR

-5.5%

51 Morgan Stanley EM Corporate Debt A USD USD

-5.6%

52 Fidelity Funds - Em Market Corp Debt A-ACC-USD USD

-5.7%

53 BlueBay Em Mkt Corporate Bond I EUR (Perf)

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.8%

Total Return

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
2015 -0.9% 1.2% 0.6% -3.8% 1.3%
2014 4.3% 2.3% 4.1% 0.1% -2.2%
2013 -2.0% 1.6% -5.8% 0.6% 1.8%
2012 20.1% 8.2% 0.1% 6.0% 4.7%
2011 1.7% -7.3% 4.9%

Month by Month Performance

Returns Vs Risk

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 date07/03/2011
  • Share Class size52Mn
  • Base currencyUSD
  • ISIN LU0603408039

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.45%

Related News

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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).