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Morgan Stanley USD Sh Duration High Yld Bd Z EUR

Ranked 17 out of 22 in - US Dollar High Yield over 12 months
All calculations are in EUR unless stated

Managed by

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.


The investment objective is to provide an attractive rate of total return, measured in USD. The Fund will seek to achieve its investment objective by investing primarily in high yield and unrated USD 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. The weighted average duration of the Fund will normally be less than 3 years, although this may be higher under certain market conditions.

Showing fund performance in Portugal View performance globally


US Dollar High Yield over : 28/02/2017 - 28/02/2018
  • Rank 17/22 Total Return
  • Rank 22/22 Standard Deviation
  • Rank 18/22 Max Drawdown
Fund Name Currency Return
15 Allianz US High Yield - AM (H2-EUR) - EUR

Currency exposure is hedged

Currency exposure is hedged



16 AXA WF US Short Duration High Yield Bonds EC EUR H

Currency exposure is hedged

Currency exposure is hedged



17 Morgan Stanley USD Sh Duration High Yld Bd Z EUR EUR


18 Morgan Stanley US Dollar High Yield Bd Z EUR EUR


19 Nordea 1 - North American High Yield Bond E EUR EUR


Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 -5.7% 0.9% -5.0% -1.5% -0.1%
2016 16.9% -3.5% 5.8% 4.6% 9.4%
2015 10.7% 16.0% -3.0% -2.1% 0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Portugal
  11. Singapore
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date04/12/2014
  • Base currencyEUR

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0


  • Annual management0.40%

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