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Morgan Stanley Global Bond I USD

Ranked 10 out of 75 in - Global over 12 months
All calculations are in USD unless stated

Managed by

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 investment objective is to provide an attractive rate of return, measured in US Dollars, through market, instrument and currency selection. The Fund consists of domestic, international and Euromarket Fixed Income Securities of varying maturities denominated in US Dollars and other currencies, including emerging markets.

Showing fund performance in Singapore View performance globally

Performance

Global over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.5% 3.5% 1.9%
2016 2.4% 4.7% 2.5% 2.0% -6.6%
2015 -4.5% -1.9% -1.7% -0.4% -0.6%
2014 2.1% 3.2% 2.7% -2.7% -1.1%
2013 -2.0% -2.6% -3.1% 3.0% 0.8%
2012 7.9% 2.5% 0.4% 4.2% 0.6%
2011 3.1% 2.2% 2.7% -1.8% -0.1%
2010 6.7% 0.9% -0.8% 7.9% -1.3%
2009 8.0% -5.3% 6.0% 8.4% -0.8%
2008 5.7% 8.1% -4.2% -4.2% 6.6%
2007 9.2% 1.1% -1.3% 5.8% 3.4%
2006 5.5% -0.2% 3.0% 1.0% 1.7%
2005 -7.3% -3.1% -1.8% -0.5% -2.1%
2004 9.6% 1.1% -3.1% 2.2% 9.4%
2003 17.6% 3.2% 5.3% 2.5% 5.5%
2002 17.4% -1.6% 10.9% 2.3% 5.2%
2001 -0.4% -2.9% -1.4% 6.0% -1.9%
2000 0.8% -0.6% -0.1% -3.0% 4.5%
1999 -6.9% -4.3% -3.6% 2.6% -1.7%
1998 13.3% 1.2% 2.0% 7.3% 2.4%
1997 1.1% -4.4% 3.1% 1.9% 0.7%
1996 5.9% -1.2% 1.3% 2.6% 3.1%
1995 4.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date01/11/1989
  • Share Class size72Mn
  • Base currencyUSD
  • ISIN LU0011983433

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment50,000

Charges

Related News

Global bond star prepares to boost EMD exposure

Morgan Stanley’s Citywire AA-rated manager Chris Roth has sold off non-financial assets as he looks to buy up cheap developing world debt.

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