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Morgan Stanley Euro Strategic Bond I USD

Ranked 13 out of 16 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 : 31/10/2017 - 31/10/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 3.4% -6.9% -0.9%
2017 17.0% 1.6% 7.7% 4.4% 2.4%
2016 2.3% 7.6% -1.0% 3.3% -7.0%
2015 -10.5% -8.8% -0.3% 0.3% -2.0%
2014 -2.1% 3.7% 1.9% -5.4% -2.1%
2013 6.7% -2.8% 0.9% 5.2% 3.5%
2012 16.6% 8.5% -5.0% 6.7% 6.0%
2011 -2.1% 5.6% 3.5% -7.4% -3.3%
2010 -2.6% -3.1% -8.8% 14.7% -3.8%
2009 16.3% -5.2% 11.3% 10.6% -0.4%
2008 -4.4% 7.9% -2.6% -10.8% 1.9%
2007 11.3% 1.3% 0.0% 6.4% 3.2%
2006 11.1% 0.5% 4.6% 1.9% 3.7%
2005 -9.4% -3.9% -3.7% 0.3% -2.5%
2004 15.2% -0.5% -1.5% 4.1% 12.9%
2003 26.8% 5.9% 8.8% 1.8% 8.2%
2002 25.5% -2.6% 14.6% 3.0% 9.2%
2001 0.1% -3.8% -4.3% 9.6% -0.8%
2000 -1.2% -3.3% 0.6% -6.9% 9.2%
1999 -14.9% -6.0% -5.1% 1.3% -5.8%
1998 16.3% 1.0% 3.4% 11.7% -0.2%
1997 -5.2% -6.4% 0.2% 1.1% 0.1%
1996 8.4% -1.0% 1.8% 3.7% 3.7%
1995 26.5% 12.8% 3.8% 2.7% 5.1%
1994 -3.2% -1.8% -2.9% -1.2% 2.7%
1993 18.5% 5.3% 2.9% 6.8% 2.4%
1992 2.0% -4.9% 10.2% 7.5% -9.5%
1991 -3.9% 11.3% 11.2%

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 date26/02/1991
  • Base currencyUSD

Purchase Info

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

Charges

  • Annual management0.45%

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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).