Morgan Stanley Investment Funds - European High Yield Bond Fund A

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Performance History31/01/2025
Growth of 1,000 (GBP) Advanced Graph
Morgan Stanley Investment Funds - European High Yield Bond Fund A
Fund-3.4-6.49.12.91.9
+/-Cat0.3-1.21.30.60.2
+/-B’mrk-0.3-0.6-0.7-0.50.0
 
Key Stats
NAV
07/02/2025
 EUR 29.30
Day Change -0.20%
Morningstar Category™ EUR High Yield Bond
ISIN LU0073255761
Fund Size (Mil)
07/02/2025
 EUR 313.54
Share Class Size (Mil)
07/02/2025
 EUR 93.90
Max Initial Charge 4.00%
Ongoing Charge
03/12/2024
  1.11%
Morningstar Research
Analyst Report29/05/2024
Jeana Marie Doubell, Analyst
Morningstar, Inc

The Morgan Stanley INVF European High Yield Bond strategy has undergone several team and process changes over the last year, prompting a Morningstar Analyst Rating of Neutral, while more expensive share classes are rated Negative.When Morgan...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
People23
Parent23
Process23
Performance
Price
Investment Objective: Morgan Stanley Investment Funds - European High Yield Bond Fund A
The Fund’s investment objective is to increase the value of your investment through a combination of income and growth of capital (total return). The fund invests at least 70% of total net assets in a range of below investment grade (high yield) fixed income securities, such as government and corporate bonds, issued anywhere in the world, including emerging markets, and denominated in a European currency.
Returns
Trailing Returns (GBP)07/02/2025
YTD1.79
3 Years Annualised3.30
5 Years Annualised2.05
10 Years Annualised4.29
12 Month Yield 0.00
Management
Manager Name
Start Date
Jeffrey Mueller
29/04/2022
Bo Hunt
29/04/2022
Inception Date
01/12/1998
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
ICE BofA Eurcy HY exsubFn HY3% ct TR EURMorningstar EZN HY Bd GR EUR
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Morgan Stanley Investment Funds - European High Yield Bond Fund A31/12/2024
Fixed Income
Effective Maturity3.84
Effective Duration2.30
Morningstar Style Box®
Fixed Income Style
Asset Allocation
  % Long% Short% Net Assets
Stock0.000.000.00
Bond95.390.0095.39
Property0.000.000.00
Cash2.480.002.48
Other2.350.222.13

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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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