Morgan Stanley Investment Funds - European High Yield Bond Fund ARegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 7.5 | -3.4 | -6.4 | 9.1 | 0.1 | |
+/-Cat | 0.6 | 0.3 | -1.2 | 1.3 | 0.1 | |
+/-B’mrk | -0.7 | -0.3 | -0.6 | -0.7 | 0.1 | |
Category: EUR High Yield Bond | ||||||
Category Benchmark: Morningstar EZN HY Bd GR EUR |
Key Stats | ||
NAV 25/04/2024 | EUR 27.28 | |
Day Change | -0.56% | |
Morningstar Category™ | EUR High Yield Bond | |
ISIN | LU0073255761 | |
Fund Size (Mil) 25/04/2024 | EUR 379.49 | |
Share Class Size (Mil) 25/04/2024 | EUR 82.44 | |
Max Initial Charge | 4.00% | |
Ongoing Charge 31/03/2023 | 1.12% |
Morningstar Research |
Analyst Report | 02/06/2023 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 | |
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People | 23 |
Parent | 23 |
Process | 23 |
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 | |||||||||||||
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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 Benchmark | Morningstar Benchmark |
ICE BofA EurCcy NFncl HY3% Ctd TR EUR | Morningstar EZN HY Bd GR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Morgan Stanley Investment Funds - European High Yield Bond Fund A | 31/03/2024 |
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