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Morgan Stanley Euro Corporate Bond BDX USD

Ranked 3 out of 16 in - Euro 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.

Leon Grenyer

Leon Grenyer was born in London, and studied geography at the University of Bristol. He started his career in 1995 as a credit analyst and investment analyst at Abbey National Treasury Services. In 2003 he joined Morgan Stanley where he is currently a portfolio manager, running a number of funds using a combined top-down macroeconomic assessment to determine optimal beta positioning for the portfolio with rigorous bottom-up fundamental analysis. Leon has been managing funds for over seven years and holds the ACT qualification (Association of Corporate Treasurers). Outside of fund management he enjoys tennis, rugby, bridge and walking.

Objective

The investment objective is to provide an attractive rate of relative return, measured in Euro, primarily through investment in euro denominated fixed income securities of high quality issued by corporations and non government related issuers. With a view to enhancing returns and/or as part of the investment strategy, the Fund may make use of exchange traded and over-the-counter options, futures and other derivatives for investment or efficient portfolio management (including hedging) purposes.

Showing fund performance in Singapore View performance globally

Performance

Euro Corporates over : 31/03/2017 - 31/03/2018
  • Rank 3/16 Total Return
  • Rank 16/16 Standard Deviation
  • Rank 16/16 Max Drawdown
Fund Name Currency Return
1 PARVEST Bond Euro Corporate I Cap (USD) USD

17.6%

2 Capital Group Euro Corporate Bond (LUX) B USD USD

17.1%

3 Morgan Stanley Euro Corporate Bond BDX USD

Currency exposure is hedged

Currency exposure is hedged

USD

15.9%

4 Nordea 1 - European Financial Debt HBI USD

Currency exposure is hedged

Currency exposure is hedged

USD

9.8%

5 BlueBay Investment Grade Bond B USD (Perf)

Currency exposure is hedged

Currency exposure is hedged

USD

5.8%

Fund Name Currency Risk
12 Pictet - Global Sustainable Credit P USD USD

2.1

13 Nordea 1 - European Financial Debt HBI USD

Currency exposure is hedged

Currency exposure is hedged

USD

3.5

14 Capital Group Euro Corporate Bond (LUX) B USD USD

6.1

15 PARVEST Bond Euro Corporate I Cap (USD) USD

6.9

16 Morgan Stanley Euro Corporate Bond BDX USD

Currency exposure is hedged

Currency exposure is hedged

USD

7.3

Fund Name Currency Loss
12 Pictet - Global Sustainable Credit P USD USD

-1.5%

13 Nordea 1 - European Financial Debt HBI USD

Currency exposure is hedged

Currency exposure is hedged

USD

-1.7%

14 Capital Group Euro Corporate Bond (LUX) B USD USD

-2.1%

15 PARVEST Bond Euro Corporate I Cap (USD) USD

-2.4%

16 Morgan Stanley Euro Corporate Bond BDX USD

Currency exposure is hedged

Currency exposure is hedged

USD

-3.1%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 1.3%
2017 16.5% 1.8% 8.2% 3.5% 2.2%
2016 -1.8% 4.4% -2.7% 3.2% -6.4%
2015 -12.8% -10.9% 2.3% -2.6% -1.8%
2014 -11.6% 0.4% -0.3% -7.9% -4.2%
2013 8.1% -3.2% 2.5% 4.9% 3.9%
2012 17.4% 11.8% -7.6% 7.3% 5.9%
2011 -13.0% 7.9% 0.5% -16.1% -4.3%
2010 -1.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date15/09/2010
  • Base currencyUSD
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.80%
  • Initial investment0

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