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Morgan Stanley Global Credit Fund A USD

Ranked 78 out of 169 in - Global Corporates over 12 months
All calculations are in USD unless stated

Managed by

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.

Joseph Mehlman

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 USD, primarily through investment in Fixed Income Securities of high quality issued by corporations and non-government related issuers organised or operating in both developed and emerging markets and denominated in global currencies.

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

Performance

Global Corporates over : 30/06/2016 - 30/06/2017
  • Rank 78/169 Total Return
  • Rank 92/169 Standard Deviation
  • Rank 103/169 Max Drawdown
Fund Name Currency Return
76 MAS Portfolio Corporate Bonds (USD) IM USD

3.8%

76 UBS Global Credit

Currency exposure is hedged

Currency exposure is hedged

AUD

3.8%

78 Morgan Stanley Global Credit Fund A USD USD

3.8%

79 Loomis Sayles Institutional Global Crp Bd Fd HSAG

Currency exposure is hedged

Currency exposure is hedged

GBP

3.7%

80 Loomis Sayles Global Credit Fund I/A (USD) USD

3.7%

Fund Name Currency Risk
90 JSS Insurance Bond Opportunities P USD Cap

Currency exposure is hedged

Currency exposure is hedged

USD

4.8

91 CSIMF Global Corporate Bonds ZA USD

4.8

92 Morgan Stanley Global Credit Fund A USD USD

4.9

93 NN (L) Glob Invest Grade Crdt I Cap EUR USD

4.9

94 Sparinvest-Ethical High Yield Value Bonds EUR R

Currency exposure is hedged

Currency exposure is hedged

EUR

4.9

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 1.8% 3.9%
2016 3.3% 3.3% 1.9% 2.4% -4.1%
2015 -4.1% -1.1% -1.2% -1.7% -0.2%
2014 3.3% 2.7% 2.3% -2.2% 0.5%
2013 3.6% 1.0% -2.9% 3.0% 2.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date14/11/2012
  • Share Class size01Mn
  • Base currencyUSD
  • ISIN LU0851374255

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).