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Morgan Stanley Euro Strategic Bond BDX USD

Ranked 15 out of 15 in - Euro over 12 months
All calculations are in USD unless stated

Managed by

Richard Class

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.

Objective

The investment objective is to provide an attractive rate of relative return, measured in Euro. The Fund will invest primarily in issues of Euro denominated Fixed Income Securities whether issued by corporations, government or government guaranteed issuers, and subject to applicable law, in asset-backed securities, loan participations and loan assignments, to the extent that these instruments are securitised. Non-Euro currency exposure may be hedged back to the Euro.

Showing fund performance in Singapore View performance globally

Performance

Euro over : 30/06/2017 - 30/06/2018
  • Rank 15/15 Total Return
  • Rank 15/15 Standard Deviation
  • Rank 15/15 Max Drawdown
Fund Name Currency Return
11 Legg Mason WA Euro Core Plus Bond A Dis D USD USD

2.4%

12 BNY Mellon Euroland Bond H USD Acc Hedged

Currency exposure is hedged

Currency exposure is hedged

USD

2.3%

13 Amundi Funds II Euro Aggregate Bond A ND Hdg USD

Currency exposure is hedged

Currency exposure is hedged

USD

2.0%

14 Credit Suisse (Lux) Green Bond Fund B USD USD

1.8%

15 Morgan Stanley Euro Strategic Bond BDX USD

Currency exposure is hedged

Currency exposure is hedged

USD

-1.6%

Fund Name Currency Risk
11 Morgan Stanley Euro Bond A USD USD

7.8

12 Legg Mason WA Euro Core Plus Bond A Dis D USD USD

8.0

13 PARVEST Bond Euro I Cap EUR (USD) USD

8.4

14 Vontobel Fund Euro Bond AM USD USD

8.8

15 Morgan Stanley Euro Strategic Bond BDX USD

Currency exposure is hedged

Currency exposure is hedged

USD

10.1

Fund Name Currency Loss
11 Legg Mason WA Euro Core Plus Bond A Dis D USD USD

-6.3%

12 PARVEST Bond Euro I Cap EUR (USD) USD

-6.4%

13 Morgan Stanley Euro Bond A USD USD

-6.6%

14 Vontobel Fund Euro Bond AM USD USD

-6.9%

15 Morgan Stanley Euro Strategic Bond BDX USD

Currency exposure is hedged

Currency exposure is hedged

USD

-10.4%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 2.6% -8.5%
2017 14.4% 1.1% 7.9% 3.0% 1.8%
2016 -3.2% 4.4% -3.1% 2.2% -6.5%
2015 -12.0% -10.5% 1.5% -0.7% -2.4%
2014 -10.4% 1.0% -0.4% -7.2% -4.1%
2013 6.1% -3.9% 2.4% 3.9% 3.7%
2012 10.3% 7.7% -6.7% 5.0% 4.6%
2011 -11.9% 7.1% -0.1% -13.2% -5.2%
2010 -2.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. Finland
  3. France
  4. Germany
  5. Greece
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Portugal
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. 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 investment0.8

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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).