Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Morgan Stanley Global Bond I USD

Ranked 51 out of 78 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Jim Caron

Jim Caron is a portfolio manager and senior member of the MSIM Global Fixed Income team and a member of the Asset Allocation Committee focusing on macro strategies at Morgan Stanley. He joined the firm in 2006 and prior to this, he held the position of global head of interest rates, foreign exchange and emerging markets strategy with Morgan Stanley Research. Jim received a BA in Physics from Bowdoin College, a BSc in Aeronautical Engineering from the California Institute of Technology and an MBA in Finance from New York University, Stern School of Business.

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.

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 : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 1.9% -3.9% -0.8%
2017 9.6% 2.5% 3.5% 1.9% 1.4%
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 17.3% 6.9% 4.3% 0.8% 4.3%
1994 -5.6% -3.1% -2.9% -0.5% 0.9%
1993 15.7% 4.8% 3.4% 4.9% 1.9%
1992 5.0% -2.1% 6.8% 3.8% -3.3%
1991 14.3% 0.3% 0.4% 6.6% 6.5%
1990 10.8% -2.7% 4.0% 2.7% 6.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Ireland
  9. Italy
  10. Luxembourg
  11. Netherlands
  12. Norway
  13. Peru
  14. Portugal
  15. Singapore
  16. Spain
  17. Sweden
  18. Switzerland
  19. 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

  • Annual management0.45%

Related News

Battle of the balance sheets: are selectors buying into the cash-rich trend?

As companies compete against each other to build cash assets, we ask fund selectors how they are capitalising on this trend.

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