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Morgan Stanley Global High Yield Bond ZH EUR

Ranked 1 out of 28 in - Global High Yield over 12 months
All calculations are in EUR unless stated

Managed by

Jack Cimarosa

Leon Grenyer

Leon Grenyer was born in London, and studied geography at the University of Bristol. He started his career in 1995 as a credit analyst and investment analyst at Abbey National Treasury Services. In 2003 he joined Morgan Stanley where he is currently a portfolio manager, running a number of funds using a combined top-down macroeconomic assessment to determine optimal beta positioning for the portfolio with rigorous bottom-up fundamental analysis. Leon has been managing funds for over seven years and holds the ACT qualification (Association of Corporate Treasurers). Outside of fund management he enjoys tennis, rugby, bridge and walking.

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 return, measured in US Dollars, through investments worldwide primarily in Fixed Income Securities issued by corporations that are rated lower than BBB- by S&P or Baa3 by Moody's or similarly by another internationally recognised rating service or determined to be of similar creditworthiness by the Investment Adviser. These investments may include Fixed Income Securities issued in emerging markets.

Showing fund performance in Portugal View performance globally

Performance

Global High Yield over : 31/05/2017 - 31/05/2018
  • Rank 1/28 Total Return
  • Rank 21/28 Standard Deviation
  • Rank 16/28 Max Drawdown
Fund Name Currency Return
1 Morgan Stanley Global High Yield Bond ZH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

0.9%

2 UBAM Global High Yield Solution AHC EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

0.8%

3 Amundi Fds Bond Global High Yield - SHE (C) EUR

0.1%

4 Barclays GA - Global High Yield Bond B Acc EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.5%

5 BGF Global High Yield Bond A2 EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.5%

Fund Name Currency Risk
19 T Rowe Global High Yield Bond AH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

2.6

20 Amundi Fds Bond Global High Yield - SHE (C) EUR

2.7

21 Morgan Stanley Global High Yield Bond ZH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

3.0

22 Capital Group Gl High Inc Opps (LUX) Bh EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

3.4

23 Schroder ISF Global High Income Bond EUR Hdg B Dis

Currency exposure is hedged

Currency exposure is hedged

EUR

4.3

Fund Name Currency Loss
14 Muzinich Global High Yield Hedged Euro Acc R

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.2%

15 PARVEST Bond World High Yield Classic Cap EUR EUR

-3.2%

16 Morgan Stanley Global High Yield Bond ZH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.3%

17 Candriam Bonds Global High Yield N Cap EUR

-3.3%

18 Neuberger Berman Global HY Bond EUR M Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.3%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.5%
2017 7.5% 1.9% 2.4% 2.0% 1.1%
2016 11.0% 1.8% 2.1% 5.5% 1.2%
2015 -3.4% 0.8% 2.6% -3.8% -2.9%
2014 3.2% -3.5% -4.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. France
  4. Ireland
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Portugal
  9. Singapore
  10. Spain
  11. Switzerland

Fund Info

  • Launch date21/03/2014
  • Share Class size17Mn
  • Base currencyEUR
  • ISIN LU0712125565
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.60%

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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).