Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

Morgan Stanley Sterling Corporate Bond

Ranked 39 out of 109 in - Sterling Corporate Bond over 12 months
All calculations are in GBP

Managed by

Richard Ford

Richard Ford was born in Guildford, Surrey. He attended the University of Edinburgh where he graduated in business studies. Richard started his career with Ernst and Young where he qualified as a Chartered Accountant. He joined Morgan Stanley in 1991 and has over 15 years of investment experience. During his time at the firm he has worked as a risk manager and as a proprietary trader before joining Morgan Stanley Investment Management in 2002. In addition to his experience at Morgan Stanley, he was a portfolio manager with Pimco. Richard has been managing funds for over six years and is a member of the Institute of Chartered Accountants. Outside of fund management he enjoys bridge, travelling and sport.

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.

Objective

The objective of the Fund is to provide an attractive rate of return through investment primarily in sterling corporate and other sterling non-gilt fixed interest securities. A proportion of the Fund may also invest in non-sterling fixed interest securities as well as UK gilts.

Performance

Sterling Corporate Bond over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 7.2% 2.7% 2.2% 2.1%
2013 2.2% 1.7% -2.7% 2.1% 1.0%
2012 19.6% 6.2% 0.4% 8.3% 3.6%
2011 4.5% 1.4% 1.8% -1.9% 3.2%
2010 6.8% 3.3% 0.9% 4.7% -2.1%
2009 15.5% -2.3% 8.1% 8.2% 1.1%
2008 -0.8% -3.1% -0.6% -0.7% 3.6%
2007 1.7% -0.2% -2.3% -0.7% 5.1%
2006 -0.6% -1.0% -1.6% 2.5% -0.5%
2005 7.2% -0.4% 4.1% 0.7% 2.7%
2004 5.3% -0.5% -1.7% 3.3% 4.1%
2003 6.3% 0.1% 4.2% 0.1% 1.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/01/2003
  • Share Class size04Mn
  • Base currencyGBP
  • ISIN GB0032487661

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment0

Charges

  • Annual management0.9%
  • Initial investment5

Related News

Hargreaves Lansdown reveals the 27 super clean funds on 150+

Hargreaves Lansdown has revealed the 27 heavily discounted funds on its 150+ list, which is says has slashed investment fund pricing by 24%.

Ratings Update: A-rated Morgan Stanley duo buck corporate bond trend

Morgan Stanley Sterling Corporate Bond fund's co-managers, Richard Ford and Leon Greyner, received their first Citywire rating last month despite corporate bonds' relative fall from grace.

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