Fact sheet: Morg Stnly USDShrDrtBnd

Fund information

Fund name
Morg Stnly US Dollar Short Duration Bond I USD
Fund company manager
Morgan Stanley Investment Fund
Fund type
SIB
Fund manager(s)
Eric Jesionowski
since 22/04/2016
Neil Stone
since 22/04/2016
Matt Dunning
since 22/04/2016
Fund objective
To generate income and the long term growth of your investment.
Benchmark
Barclays US Government/Credit 1-3 Year Index
Investment style
None
Investment method
Short Dated Bonds

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

1.59 %

1 Year rank in sector

2/56

Sector

FO Currency - US Dollar

Yield
-
Fund size

£ 196.1 m

FE Risk score

87

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • A
    29.57%
  • AA
    23.66%
  • BBB
    18.88%
  • Non-Rated
    12.25%
  • AAA
    8.92%
  • Money Market
    100%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund0.04 %0.59 %1.59 %0 %0 %
Sector0.02 %0.29 %0.44 %0.98 %0.78 %
Rank within sector44 / 5813 / 572 / 56 / /
Quartile th4 th1 st1 st th th

Calendar performance

YTD-20182017201620152014
Fund0 %1.71 %0 %0 %0 %
Sector0.02 %0.44 %0.4 %0.08 %-0 %
Rank within sector43 / 582 / 56 / / /
Quartile th3 rd1 st th th th

Price movement

52 week high25.54
52 week low25.11
Current bid price0
Current offer price0
Current mid price25.52

Holdings by region

-

Holdings by sector

  • 29.57% A
  • 23.66% AA
  • 18.88% BBB
  • 12.25% Non-Rated
  • 8.92% AAA
  • 6.72% Money Market

Holdings by asset type

  • 100% Money Market

Individual holdings

-