Fact sheet: Morg Stnly Glb FxdIncOpp

Fund information
Fund name
Morg Stnly Global Fixed Income Opportunities B USD
Fund manager company
Morgan Stanley Investment Fund
Fund type
Offshore Fund
Fund managers
  • Jim Caronsince 01/12/2014
  • Richard Fordsince 01/12/2014
  • Christian Rothsince 07/11/2011
  • Michael Kushmasince 07/11/2011
Fund objective
Seeks to provide an attractive level of total return, measured in U.S. dollars, through investment in global fixed income securities. The Fund will seek to achieve the investment policy through an optimal allocation across the various fixed income asset classes as well as through market and instrument selection. The Fund is able to invest across different currencies, credit, and interest rate markets. It may include exposure to asset classes such as Investment Grade, Emerging Markets, High Yield, Asset-Backed Securities, Mortgage-Backed Securities and Convertibles.
Benchmark
  • Bloomberg Barclays Global Aggregate Bond Index
Investment style
None
Investment method
Fixed Interest
Quick stats
1 Year return
1.2%
1 Year rank in sector
194/296
Sector
FO Fixed Int - Global
Yield
-
Ongoing charge (OCF)
?A fund’s ongoing charges figure (OCF) is similar to the old-style total expense ratio. It reflects the annual charge to investors in the fund, in percentage terms, but does not include extra performance-related fees (where these are levied) or the fund’s trading expenses on its underlying investments.
2.3%
Fund size
£1,350m (£1,300m last year)
FE Risk score
?FE Risk Scores measure the riskiness of instruments relative to the FTSE 100 index of shares. Weekly volatility is measured over three years with recent behaviour counting more heavily than earlier behaviour. Cash-type investments will have scores close to zero. Funds will tend to have scores in the 0-150 range. The FTSE 100 is always scored at 100. There is no upper limit.
22
Top in this sector
Fund name1 Year
Capital Group GHIOL32.5%
Dodge & Cox Global Bond27.4%
HSBC GIF Gbl AsBk Bd24.3%
Russell Gbl Bd24.3%
Morg Stnly Gbl Mrtg Securts23.5%
...more in FO Fixed Int - Global

Performance snapshot

Holdings snapshot

  • USA48.6%
    UK5.3%
    Money Market4.8%
    Mexico4.5%
    Brazil4.4%
  • Government Bonds30%
    Asset/Mortgage-Backed Securities25.7%
    Banks5.2%
    Cash & Cash Equivalents4.8%
    Oil & Gas3.9%
  • US Fixed Interest48.6%
    UK Fixed Interest5.4%
    Money Market4.8%
    Mexican Fixed Interest4.5%
    Brazilian Fixed Interest4.4%

Performance vs Sector

Cumulative performance
 1 mth3 mth6 mth1 yr3 yr5 yr
Fund-1.2%-1.3%1.8%1.2%4.1%21%
Sector-1.9%-2.1%0.9%2.9%5.6%14.2%
Rank within sector112 / 315117 / 31398 / 308194 / 296136 / 23656 / 169
Quartile2nd2nd2nd3rd3rd2nd
Calendar performance
 YTD - 20162015201420132012
Fund2.4%-2.3%3.8%0.8%14.3%
Sector3.9%-1.6%3.7%-1.6%8.2%
Rank within sector176 / 300187 / 276122 / 23756 / 20625 / 171
Quartile3rd3rd3rd2nd1st
Risk statistics
Alpha
?Alpha is a measure of a fund's over- or under-performance by comparison to its benchmark. If the Alpha is 5, the fund has outperformed its benchmark by 5%; so the greater the Alpha, the greater the outperformance.
-0.85
Beta
?Beta estimates a fund's volatility by comparison to that of its benchmark. A fund with a beta close to 1 means that the fund will move generally in line with the benchmark. Higher than 1 and the fund is more volatile than the benchmark and vice versa.
1.14
Sharpe
?This commonly-used measure calculates the level of return over and above the return of a notional risk-free investment, such as cash. The difference in returns is then divided by the fund's volatility. The resulting ratio is an indication of the amount of excess return generated per unit of risk.
-0
Volatility
?Volatility (or standard deviation), when applied to an investment fund, expresses its risk. It shows how widely a range of returns varied from the fund's average return over a particular period. For example, if a fund had an average return of 5%, and its volatility was 15, this would mean that the range of its returns over the period had swung between +20% and -10%.
3.55
Tracking error
?This measures the standard deviation of a fund's excess returns over the returns of an index or benchmark portfolio. As such, it can be an indication of 'riskiness' in the manager's investment style. A Tracking Error below 2 suggests a passive approach. At 3 and above the the manager will be deploying a more active investment style.
2.04
Information ratio
?This is a useful risk-adjusted measure of actively managed fund performance. It is calculated by deducting the returns of the fund's benchmark from the fund's overall returns, then dividing the result by its tracking error. The higher the Information Ratio the better. It is generally considered that a figure of 0.5 reflects a good performance, 0.75 very good, and 1.00 outstanding.
-0.27
R-Squared
?An indication of how closely correlated a fund is to an index or a benchmark. Values for R-Squared range between 0 and 1, with 0 indicating no correlation at all and 1 showing a perfect match. Values upwards of 0.7 suggest that the fund's behaviour is increasingly linked to its benchmark.
0.68
Price movement
52 week high30.28
52 week low28.02
Current bid price-
Current offer price-
Current mid price29.79
Region
1USA48.62%
2UK5.3%
3Money Market4.83%
4Mexico4.53%
5Brazil4.44%
6Australia2.72%
7Netherlands2.57%
8Canada2.5%
9France2.44%
Industry sector
1Government Bonds30.04%
2Asset/Mortgage-Backed Securities25.73%
3Banks5.21%
4Cash & Cash Equivalents4.83%
5Oil & Gas3.87%
6Insurance2.89%
7Telecommunications2.26%
8Media1.86%
9Electricity Supply1.71%
Asset type
1US Fixed Interest48.62%
2UK Fixed Interest5.36%
3Money Market4.83%
4Mexican Fixed Interest4.53%
5Brazilian Fixed Interest4.44%
6Australian Fixed Interest2.72%
7Dutch Fixed Interest2.57%
8Canadian Fixed Interest2.5%
9French Fixed Interest2.44%
Individual holdings
1MEXICO(UNITED MEXICAN STATES) 6.5% NTS 10/06/21 MXN100 M3.83%
2UNITED STATES TREASURY, 0.625000%, 2016-12-153.53%
3UNITED STATES OF AMER TREAS BONDS 3.875% BDS 15/08/40 USD1002.44%
4POLAND(STATE TREASURY OF) 2.5% BDS 25/07/26 PLN10001.76%
5BRAZIL(FEDERATIVE REPUBLIC OF) 10% BDS 01/01/21 BRL10001.5%
6BRAZIL(FEDERATIVE REPUBLIC OF) 10% BDS 01/01/23 BRL10001.14%
7CANADA(GOVT OF) 2.25% BDS 01/06/25 CAD10001.06%
8HUNGARY 5.5% BDS 24/06/25 HUF100001.06%
9UNITED STATES OF AMER TREAS NOTES 0.25% TB 15/01/25 USD10001.01%
Management
Fund manager group
Morgan Stanley
Fund manager company
Morgan Stanley Investment Fund
Fund type
Offshore Fund
Fund objective
Seeks to provide an attractive level of total return, measured in U.S. dollars, through investment in global fixed income securities. The Fund will seek to achieve the investment policy through an optimal allocation across the various fixed income asset classes as well as through market and instrument selection. The Fund is able to invest across different currencies, credit, and interest rate markets. It may include exposure to asset classes such as Investment Grade, Emerging Markets, High Yield, Asset-Backed Securities, Mortgage-Backed Securities and Convertibles.
Benchmark
  • Bloomberg Barclays Global Aggregate Bond Index
Investment style
None
Investment method
Fixed Interest
Fund managers
NameSinceBiography
Jim Caron01/12/2014Jim is a portfolio manager and senior member on the Morgan Stanley Investment Management Global Fixed Income team and a member of the Asset Allocation Committee focusing on macro strategies. He joined Morgan Stanley in 2006 and has 24 years of investment experience. Prior to this role, Jim held the position of global head of interest rates, foreign exchange and emerging markets strategy with Morgan Stanley Research. Previously, he was a director at Merrill Lynch where he headed the U.S. interest rate strategy group. Prior to that, Jim held various trading positions in rates and option products.
Richard Ford01/12/2014Richard Ford, Executive Director, joined Morgan Stanley in 1991 and has 10 years of investment experience. He is a portfolio manager for the European Corporate Bond programme. Prior to his current role, Richard was a European Credit Trader. Prior to joining the Firm, he was a Chartered Accountant with Ernst & Young. Richard received a B.com from Edinburgh University in Business Studies and qualified as a Chartered Accountant. He is a member of the Institute of Chartered Accountants of England and Wales.
Christian Roth07/11/2011Christian Roth is the Global Head of Credit. He joined Morgan Stanley in 1991 and has over 20 years of investment experience. Prior to joining the firm, he was a senior associate in the merchant banking group of Dean Witter Capital Corporation. Chris received a B.S. in economics from the Wharton School of the University of Pennsylvania. He holds the Chartered Financial Analyst designation and is a member of the UK Society of Investment Professionals.
Michael Kushma07/11/2011Michael Kushma has over 25 years of investment experience; he joined the firm in 1987. Previously, he was a global fixed income strategist for the firm's Fixed Income Division. Prior to joining the firm, he was a senior lecturer of economics at Columbia University. Michael received an A.B. in economics from Princeton University; an M.Sc. in economics from the London School of Economics and a M.Phil. in economics from Columbia University.
Compliance
Transparent for Austrian Tax, Transparent for Swiss Tax, Transparent for German Tax, IA Recognised, Reporting Fund Status, UCITS IV Compliant
Domicile
No data available.
Fund for sale in
Austria, Belgium, Switzerland, Chile, Germany, Denmark, Spain, Finland, France, United Kingdom, Greece, Ireland, Italy, Luxembourg, Netherlands, Norway, Offshore, Portugal, Singapore, Sweden
Morg Stnly Global Fixed Income Opportunities A USD
Initial charge4%
Annual charge1%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)1.3%
Total expense ratio (TER)1.3%
Bid price-
Offer price-
Mid price31.32
CurrencyUSD
Price updated01/12/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi code0IZH
Morg Stnly Global Fixed Income Opportunities A USD EUR
Initial charge4%
Annual charge1%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)1.3%
Total expense ratio (TER)1.3%
Bid price-
Offer price-
Mid price29.56
CurrencyEUR
Price updated01/12/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi code0IZG
Morg Stnly Global Fixed Income Opportunities AH CHF
Initial charge-
Annual charge1%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)1.34%
Total expense ratio (TER)1.34%
Bid price-
Offer price-
Mid price24.3
CurrencyCHF
Price updated01/12/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeFSXE
Morg Stnly Global Fixed Income Opportunities AH EUR
Initial charge4%
Annual charge1%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)1.34%
Total expense ratio (TER)1.34%
Bid price-
Offer price-
Mid price29.04
CurrencyEUR
Price updated01/12/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi code10JH
Morg Stnly Global Fixed Income Opportunities AHR EUR
Initial charge4%
Annual charge1%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)1.34%
Total expense ratio (TER)1.34%
Bid price-
Offer price-
Mid price22.76
CurrencyEUR
Price updated01/12/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFHWJ
Morg Stnly Global Fixed Income Opportunities AHX EUR
Initial charge4%
Annual charge1%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)1.34%
Total expense ratio (TER)1.34%
Bid price-
Offer price-
Mid price26.1
CurrencyEUR
Price updated01/12/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi code0IZI
Morg Stnly Global Fixed Income Opportunities ARM USD
Initial charge4%
Annual charge1%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)1.3%
Total expense ratio (TER)1.3%
Bid price-
Offer price-
Mid price22.61
CurrencyUSD
Price updated01/12/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFL6C
Morg Stnly Global Fixed Income Opportunities ARM USD EUR
Initial charge4%
Annual charge1%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)1.3%
Total expense ratio (TER)1.3%
Bid price-
Offer price-
Mid price21.34
CurrencyEUR
Price updated01/12/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFL6D
Morg Stnly Global Fixed Income Opportunities AX USD
Initial charge4%
Annual charge1%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)1.3%
Total expense ratio (TER)1.3%
Bid price-
Offer price-
Mid price26.78
CurrencyUSD
Price updated01/12/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi code0IZL
Morg Stnly Global Fixed Income Opportunities AX USD EUR
Initial charge4%
Annual charge1%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)1.3%
Total expense ratio (TER)1.3%
Bid price-
Offer price-
Mid price25.27
CurrencyEUR
Price updated01/12/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi code0IZJ
Morg Stnly Global Fixed Income Opportunities B USD
Initial charge-
Annual charge1%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)2.3%
Total expense ratio (TER)2.3%
Bid price-
Offer price-
Mid price29.79
CurrencyUSD
Price updated01/12/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi code0IZN
Morg Stnly Global Fixed Income Opportunities B USD EUR
Initial charge-
Annual charge1%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)2.3%
Total expense ratio (TER)2.3%
Bid price-
Offer price-
Mid price28.11
CurrencyEUR
Price updated01/12/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi code0IZM
Morg Stnly Global Fixed Income Opportunities BH EUR
Initial charge-
Annual charge1%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)2.34%
Total expense ratio (TER)2.34%
Bid price-
Offer price-
Mid price27.74
CurrencyEUR
Price updated01/12/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi code10JI
Morg Stnly Global Fixed Income Opportunities BHR EUR
Initial charge-
Annual charge1%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)2.34%
Total expense ratio (TER)2.34%
Bid price-
Offer price-
Mid price22.13
CurrencyEUR
Price updated01/12/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFHWK
Morg Stnly Global Fixed Income Opportunities BHX EUR
Initial charge-
Annual charge1%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)2.34%
Total expense ratio (TER)2.34%
Bid price-
Offer price-
Mid price26.06
CurrencyEUR
Price updated01/12/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi code0IZO
Morg Stnly Global Fixed Income Opportunities BX USD
Initial charge-
Annual charge1%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)2.3%
Total expense ratio (TER)2.3%
Bid price-
Offer price-
Mid price26.74
CurrencyUSD
Price updated01/12/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi code0IZR
Morg Stnly Global Fixed Income Opportunities BX USD EUR
Initial charge-
Annual charge1%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)2.3%
Total expense ratio (TER)2.3%
Bid price-
Offer price-
Mid price25.23
CurrencyEUR
Price updated01/12/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi code0IZP
Morg Stnly Global Fixed Income Opportunities C USD
Initial charge-
Annual charge1.45%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)1.75%
Total expense ratio (TER)1.75%
Bid price-
Offer price-
Mid price27.24
CurrencyUSD
Price updated01/12/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeI0BW
Morg Stnly Global Fixed Income Opportunities C USD EUR
Initial charge-
Annual charge1.45%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)1.75%
Total expense ratio (TER)1.75%
Bid price-
Offer price-
Mid price25.71
CurrencyEUR
Price updated01/12/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeI0BV
Morg Stnly Global Fixed Income Opportunities CH EUR
Initial charge-
Annual charge1.45%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)1.79%
Total expense ratio (TER)1.79%
Bid price-
Offer price-
Mid price26.59
CurrencyEUR
Price updated01/12/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeI0BX
Morg Stnly Global Fixed Income Opportunities CHR EUR
Initial charge-
Annual charge1.45%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)1.79%
Total expense ratio (TER)1.79%
Bid price-
Offer price-
Mid price22.48
CurrencyEUR
Price updated01/12/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFHWL
Morg Stnly Global Fixed Income Opportunities CHX EUR
Initial charge-
Annual charge1.45%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)1.79%
Total expense ratio (TER)1.79%
Bid price-
Offer price-
Mid price23.78
CurrencyEUR
Price updated01/12/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeI34B
Morg Stnly Global Fixed Income Opportunities I USD
Initial charge3%
Annual charge0.45%
Min single investment£500,000
Min regular saving£50,000
Available in ISANo
Ongoing charge (OCF)0.68%
Total expense ratio (TER)0.68%
Bid price-
Offer price-
Mid price25.23
CurrencyUSD
Price updated01/12/2016
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeFLCH
Morg Stnly Global Fixed Income Opportunities I USD EUR
Initial charge3%
Annual charge0.45%
Min single investment£500,000
Min regular saving£50,000
Available in ISANo
Ongoing charge (OCF)0.68%
Total expense ratio (TER)0.68%
Bid price-
Offer price-
Mid price23.82
CurrencyEUR
Price updated01/12/2016
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeFLCI
Morg Stnly Global Fixed Income Opportunities IH CHF
Initial charge-
Annual charge0.45%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.72%
Total expense ratio (TER)0.72%
Bid price-
Offer price-
Mid price24.54
CurrencyCHF
Price updated01/12/2016
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeBN0Q
Morg Stnly Global Fixed Income Opportunities IX USD
Initial charge3%
Annual charge0.45%
Min single investment£500,000
Min regular saving£50,000
Available in ISANo
Ongoing charge (OCF)0.68%
Total expense ratio (TER)0.68%
Bid price-
Offer price-
Mid price23.44
CurrencyUSD
Price updated01/12/2016
TypeIncome
Institutional or retail classInstitutional
Domicile-
Citi codeFL6F
Morg Stnly Global Fixed Income Opportunities IX USD EUR
Initial charge3%
Annual charge0.45%
Min single investment£500,000
Min regular saving£50,000
Available in ISANo
Ongoing charge (OCF)0.68%
Total expense ratio (TER)0.68%
Bid price-
Offer price-
Mid price22.13
CurrencyEUR
Price updated01/12/2016
TypeIncome
Institutional or retail classInstitutional
Domicile-
Citi codeFL6E
Morg Stnly Global Fixed Income Opportunities Z USD
Initial charge1%
Annual charge0.45%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.64%
Total expense ratio (TER)0.64%
Bid price-
Offer price-
Mid price32.41
CurrencyUSD
Price updated01/12/2016
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi code0IZT
Morg Stnly Global Fixed Income Opportunities Z USD EUR
Initial charge1%
Annual charge0.45%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.64%
Total expense ratio (TER)0.64%
Bid price-
Offer price-
Mid price30.59
CurrencyEUR
Price updated01/12/2016
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi code0IZS
Morg Stnly Global Fixed Income Opportunities ZH CHF
Initial charge-
Annual charge0.45%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.68%
Total expense ratio (TER)0.68%
Bid price-
Offer price-
Mid price24.55
CurrencyCHF
Price updated01/12/2016
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeBN0R
Morg Stnly Global Fixed Income Opportunities ZH EUR
Initial charge1%
Annual charge0.45%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.68%
Total expense ratio (TER)0.68%
Bid price-
Offer price-
Mid price27.06
CurrencyEUR
Price updated01/12/2016
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeI7XE
Morg Stnly Global Fixed Income Opportunities ZH GBP
Initial charge-
Annual charge0.45%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.68%
Total expense ratio (TER)0.66%
Bid price-
Offer price-
Mid price25.65
CurrencyGBP
Price updated01/12/2016
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeFR1I
Morg Stnly Global Fixed Income Opportunities ZX USD
Initial charge1%
Annual charge0.45%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.64%
Total expense ratio (TER)0.64%
Bid price-
Offer price-
Mid price24.01
CurrencyUSD
Price updated01/12/2016
TypeIncome
Institutional or retail classInstitutional
Domicile-
Citi codeFOVW
Morg Stnly Global Fixed Income Opportunities ZX USD EUR
Initial charge1%
Annual charge0.45%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.64%
Total expense ratio (TER)0.64%
Bid price-
Offer price-
Mid price22.66
CurrencyEUR
Price updated01/12/2016
TypeIncome
Institutional or retail classInstitutional
Domicile-
Citi codeFOVX
Data provided by

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