Morgan Stanley Investment Funds - European High Yield Bond Fund A

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Performance History30/11/2021
Growth of 1,000 (GBP) Advanced Graph
Morgan Stanley Investment Funds - European High Yield Bond Fund A
Fund10.1-3.83.97.5-3.2
+/-Cat-0.2-0.61.20.60.0
+/-B’mrk-1.0-1.1-1.2-0.6-0.6
 
Key Stats
NAV
06/12/2021
 EUR 27.02
Day Change -0.13%
Morningstar Category™ EUR High Yield Bond
ISIN LU0073255761
Fund Size (Mil)
03/12/2021
 EUR 775.79
Share Class Size (Mil)
03/12/2021
 EUR 118.87
Max Initial Charge 4.00%
Ongoing Charge
09/11/2021
  1.09%
Morningstar Research
Analyst Report

A relatively new manager and analyst team, as well as choppy recent results, warrant caution. This fund retains a Morningstar Analyst Rating of Neutral for the majority of its share classes, with the more-expensive share classes earning Negative....

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleAverage
ParentAverage
ProcessAverage
Performance
Price
Investment Objective: Morgan Stanley Investment Funds - European High Yield Bond Fund A
The Fund’s investment objective is to provide an attractive rate of return, measured in Euro, through investments worldwide primarily in lower rated and unrated Fixed Income Securities issued by governments, agencies and corporations that offer a yield above that generally available on the Fixed Income Securities in the four highest rating categories of S&P or Moody’s denominated in European currencies. These investments may include Fixed Income Securities issued by non-European issuers and such securities issued in emerging markets and, subject to applicable law, asset-backed securities, loan participations and loan assignments, to the extent that these instruments are securitised.
Returns
Trailing Returns (GBP)06/12/2021
YTD-2.67
3 Years Annualised3.05
5 Years Annualised3.38
10 Years Annualised6.18
12 Month Yield 0.00
Management
Manager Name
Start Date
Sarah Harrison
11/04/2016
Leon Grenyer
30/06/2002
Inception Date
01/12/1998
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
ICE BofA EurCcy NFncl HY3% Ctd TR EURBloomberg Pan Euro HY Euro TR EUR
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeYes
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Morgan Stanley Investment Funds - European High Yield Bond Fund A31/10/2021
Fixed Income
Effective Maturity4.76
Effective Duration3.42
Morningstar Style Box®
Fixed Income Style
Asset Allocation
  % Long% Short% Net Assets
Stock0.000.000.00
Bond92.420.0092.42
Property0.000.000.00
Cash0.200.000.20
Other7.380.007.38

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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)