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Morgan Stanley Global Mortgage Securities A USD

Ranked 1 out of 5 in - US Dollar Mortgages over 36 months
All calculations are in USD unless stated

Managed by

Gregory Finck

Gregory Finck is a portfolio manager and head of the securitised team at Morgan Stanley. He joined the firm in 2014 and has 22 years of investment experience. Previously, he was a managing director and portfolio manager of mortgage-backed securities portfolios for various Fortress funds at Fortress Investment Group. Gregory received a BSE in Civil Engineering from Princeton University.

Neil Stone

Neil Stone is a member of the Fixed Income team. He joined Morgan Stanley in 1995 and has 30 years of investment experience. Previously, he served as a vice president in Mortgage Research at Morgan Stanley and prior to joining the firm, Neil was a director of Fixed Income Research at Credit Suisse First Boston. He received a BSc in Accounting and Decision Sciences and an MBA in Social Systems Sciences from the Wharton School of the University of Pennsylvania.

Objective

The investment objective is to provide an attractive rate of total return, measured in USD, through investment in a portfolio of mortgages and securitized debt instruments issued by government agencies and private institutions including mortgage-backed securities, asset-backed securities, collateralized mortgage obligations and commercial mortgage-backed securities.

Showing fund performance in Singapore View performance globally

Performance

US Dollar Mortgages over : 30/11/2014 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.5% 2.3% 1.2%
2016 4.1% 0.8% 1.6% 3.3% -1.6%
2015 1.2% 0.2% 0.0% 1.0% -0.1%
2014 7.2% 3.3% 2.7% 0.4% 0.7%
2013 2.0% 2.0% -2.5% 1.2% 1.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date03/12/2012
  • Share Class size35Mn
  • Base currencyUSD
  • ISIN LU0858068074

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.00%

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