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Morgan Stanley Global Fixed Income Opps Fund;B

Ranked 141 out of 233 in - Global High Yield over 12 months
All calculations are in USD 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 Fund seeks a high level of current income, with maximum total return as a secondary objective. The Fund will normally invest at least 80% of its assets in a portfolio of fixed-income securities. The Fund will typically invest in several different asset classes of fixed-income securities.

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

Performance

Global High Yield over : 30/04/2016 - 30/04/2017
  • Rank 141/233 Total Return
  • Rank 22/233 Standard Deviation
  • Rank 112/233 Max Drawdown
Fund Name Currency Return
139 Danske Invest High Yield Kasvu USD

6.1%

140 BlueBay $U.S. Global Convertible Bond (Cdn) A USD

5.8%

141 Morgan Stanley Global Fixed Income Opps Fund;B USD

5.8%

142 Amundi Global High Yield Bond (A)

Currency exposure is hedged

Currency exposure is hedged

EUR

5.7%

143 Aston Hill Strategic Yield Class Series A USD

5.6%

143 UBI SICAV - Global High Yield Eur Hdg I Cap

Currency exposure is hedged

Currency exposure is hedged

EUR

5.6%

Fund Name Currency Risk
20 UBAM Global High Yield Solution AC USD USD

2.3

21 Invesco RMB High Income Bond A USD H MD1

Currency exposure is hedged

Currency exposure is hedged

USD

2.5

22 Morgan Stanley Global Fixed Income Opps Fund;B USD

2.5

23 AXA WF Global High Yield Bonds A C EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

2.6

24 BlueBay Global High Yield Bond B USD USD

2.6

Fund Name Currency Loss
111 DWS High Income Bond Fund LD

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.3%

112 Morgan Stanley Global Fixed Income Opps Fund;B USD

-1.3%

113 Nomura Funds Ireland-Global High Yield Bond I USD USD

-1.3%

114 Atomo Global Yield R USD USD

-1.3%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 1.7%
2016 4.3% 0.4% 1.3% 3.0% -0.4%
2015 -2.0% 1.9% -1.6% -2.0% -0.2%
2014 4.1% 3.7% 2.9% -1.6% -0.9%
2013 1.0% -0.3% -3.1% 1.9% 2.6%
2012 14.3% 5.1% 0.7% 5.6% 2.3%
2011 5.1% 2.4% 1.4% -3.2% 4.5%
2010 9.4% 1.9% 0.7% 6.2% 0.3%
2009 26.5% 3.4% 9.3% 9.5% 2.3%
2008 -20.8% -3.1% -2.5% -8.1% -8.8%
2007 3.2% 1.7% 0.2% 0.8% 0.6%
2006 6.8% 1.0% -0.6% 3.3% 3.0%
2005 2.6% -1.1% 2.6% 0.5% 0.6%
2004 7.0% 1.7% -1.8% 3.6% 3.4%
2003 11.8% 2.5% 3.4% 1.8% 3.6%
2002 9.8% -1.6% 5.7% 2.2% 3.2%
2001 -5.8% -2.1% -4.0% 0.5% -0.3%
2000 -8.7% -0.1% -1.0% -3.8% -4.0%
1999 -2.8% -1.4% 0.3% -0.7% -1.0%
1998 2.5% 1.6% 1.1% 0.2% -0.4%
1997 6.0% -1.2% 3.2% 2.9% 1.1%
1996 8.4% 2.0% 2.0% 2.0% 2.2%
1995 2.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date09/04/1992
  • Share Class size01Mn
  • Base currencyUSD
  • ISIN US6169612073

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management0.11%

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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).