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Morgan Stanley US Dollar High Yield Bd A EUR

Ranked 6 out of 48 in - US Dollar High Yield over 3 months
All calculations are in EUR unless stated

Managed by

Jack Cimarosa

Richard J. Lindquist

Richard Lindquist is head of the High Yield Fixed Income team at Morgan Stanley Investment Management. He joined the firm in 2011 with over 33 years of investment experience. Prior to this, Richard was a managing director and co-head of US High Yield at Guggenheim Partners responsible for portfolio management, asset gathering, client services and overseeing all high yield trading. He graduated from Boston College with a BS in Finance, an MBA from the University of Chicago and is a CFA Charterholder.

Objective

The investment objective is to provide an attractive rate of total return, measured in US Dollars. The Fund will seek to achieve its investment objective by investing primarily in high yield and unrated US Dollar denominated Fixed Income Securities, including without limitation those issued by governments, agencies and corporations located in emerging markets and for the avoidance of doubt including asset backed securities.

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Performance

US Dollar High Yield over : 30/06/2018 - 30/09/2018
  • Rank 6/48 Total Return
  • Rank 44/48 Standard Deviation
  • Rank 1/48 Max Drawdown
Fund Name Currency Return
4 MFS Meridian Funds-Global High Yield A1 EUR EUR

2.4%

5 Morgan Stanley USD Sh Duration High Yld Bd A EUR EUR

2.4%

6 Morgan Stanley US Dollar High Yield Bd A EUR EUR

2.2%

7 AXA WF US Dynamic High Yield Bonds F C EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

2.1%

8 UBAM US High Yield Solution IHC EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

2.1%

Fund Name Currency Risk
42 Loomis Sayles High Income Fund H-I/A (EUR)

Currency exposure is hedged

Currency exposure is hedged

EUR

2.1

43 M&G(Lux) Global High Yield ESG Bond AH EUR Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

2.3

44 Morgan Stanley US Dollar High Yield Bd A EUR EUR

2.3

45 Nomura Funds Ireland-Asia High Yield Bond A EUR EUR

2.5

46 Nordea 1 - Low Duration US High Yield Bond BP EUR EUR

2.7

Fund Name Currency Loss
1 BGF US Dollar High Yield Bond A2 EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

0%

1 Muzinich Americayield Hedged EUR Acc R

Currency exposure is hedged

Currency exposure is hedged

EUR

0%

1 Fidelity Funds - US High Yield A-ACC-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

0%

1 Franklin High Yield I (acc) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

EUR

0%

1 Janus Henderson High Yield AEURacc(Hedged)

Currency exposure is hedged

Currency exposure is hedged

EUR

0%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -3.0% 6.7% 2.2%
2017 -5.9% 1.0% -4.9% -1.4% -0.5%
2016 18.9% -2.9% 6.6% 5.1% 9.3%
2015 9.9% 16.6% -2.7% -2.5% -0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Ireland
  6. Luxembourg
  7. Netherlands
  8. Norway
  9. Singapore
  10. Spain
  11. Sweden
  12. Switzerland

Fund Info

  • Launch date02/12/2014
  • Base currencyEUR

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.25%

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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).