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Morgan Stanley Global Fixed Income Opportunities ZHR GBP

ISIN: LU1699749930 | MEX: N/A | CITI: O92U

This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Click here for more information.

  • Buy 2,156 GBX

  • Sell 2,156 GBX

  • Price Change 0.13930%

Past Performance

  • 25th Apr 2020 to 25th Apr 20219.44%
  • 25th Apr 2021 to 25th Apr 2022-3.97%
  • 25th Apr 2022 to 25th Apr 2023-1.31%
  • 25th Apr 2023 to 25th Apr 20245.36%
  • 25th Apr 2024 to 25th Apr 20256.66%
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Objectives and Approach

Seeks to provide an attractive level of total return, measured in US Dollars, through investment in global fixed income securities.

Key Information

Inception 16th Oct 2017
Historic Yield 0%
Sector IA Global Mixed Bond
Fund Size £4555.380mn
Fund Type SICV
Classification Income

Charges

Total Ongoing Charges 
Please note that whilst we endeavour to show all charges associated with specific funds, sometimes this is not possible due to the information not being made available by the fund provider. In such cases transaction or incidental cost information may be missing. 		0.6994%
Initial Charge 0%
AMC 0.45%
Our Platform Charge
We charge a platform fee of 0.30%. Our charges are shown on our rates and charges sheet 		0.30%

Cost and Charges Information

This calculator provides you with costs and charges information regarding our charges and, where relevant, the costs within this investment product

Account Type

  • Investment Account
  • Stocks & Shares ISA
  • SIPP

Annual charges

These are the annual costs based on an initial investment amount of over 1 year assuming a net zero growth rate

Cost Category % of Investment lump sum costs
Our annual fee

Our annual fee

Includes our platform fee at 0.30% per annum (excluding Charles Stanley Multi Asset Funds and anycash held). The min fee is £60, the max is £600 per annum, plus SIPP administration fee (if applicable, only charged if < £30,000 held) – see here 		0.30%
Dealing charges

Dealing charges

Any one-off commission charges associated with investing. Note that government taxes and levies are not included. This does not include any commission credits you may have available 		N/A
Product provider costs

Product provider costs

Product provider costs shown are inclusive of the fund ongoing charges figure (OCF), transaction costs and incidental costs 		0.6994%
Total (£)

Total (£)

Costs per annum displayed in monetary value
Total (%)

Total (%)

Costs per annum displayed as a percentage of investment value

Cumulative effect of charges on your investment's return

This illustration assumes that costs occur evenly throughout the year, charges are paid out of the investment evenly throughout the year, and that an annual growth rate of applies evenly throughout the year, before any charges including product charges

lump sum invested with an assumed growth rate of 1 year years
What you might get back at  with no charges applied

What you might get back at  with no charges applied

These are the illustrative values of a  investment after growth and no costs applied at the end of the defined period
Annual charges

Annual charges

These are the annual costs based on an initial investment amount of assuming a net zero growth rate
Effect of charges on return (%)

Effect of charges on return (%)

These are the overall costs in percentage terms, based on an initial investment amount of assuming a growth rate
Effect of charges on return (£)

Effect of charges on return (£)

These are the overall costs in monetary value, based on an initial investment amount of assuming a growth rate
What you might get back at with charges applied

What you might get back at with charges applied

These are the illustrative values of a investment after growth and costs at the end of the defined period

This illustration is not a forecast of future investment performance but merely a means to demonstrate the potential impact of costs and charges for an assumed return of . Whilst we make reasonable endeavours to ensure the accuracy of third party charges information, this is intended for illustrative purposes only and should not be relied upon. We do not warrant or represent that this information is accurate, complete or up to date, therefore we accept no responsibility or liability for its use

Performance

  • Chart Options

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      Current Comparators


      • Cumulative Performance

        1 month3 months6 months1 year3 years5 years
        -0.17% 1.26% 2.23% 6.66% 10.91% 16.57%

        Important Information
        Headline performance can mask the true characteristics of a fund. Without fully understanding how a fund is managed, you may inadvertently become exposed to an undesirable level of risk to your capital. Some funds carry a dilution levy which reduces the number of units realised on any initial investment as an initial charge. If this fund carries such a levy it should be detailed in the Key Investor Information Document (KIID), which we must provide and you should read before investing.

        The charts and performance data shown are supplied by an external data provider and may contain data that appears to precede the introduction of the clean unit class for this fund. In such cases, historical data has been synthesised at the entire discretion of that external provider as realistically as possible using historical data recorded against the previously available commission-paying version of the fund, adjusting for fees in the process.



      Composition

      View Fund Allocation by:

      TOP 10 HOLDINGS TOP 10 ASSETS TOP 10 SECTORS TOP 10 GEOGRAPHIES

      Important Documents


      The documents listed below are the latest versions made available to our data provider by the fund management group, but may not necessarily reflect the applicable charges that would be levied should you purchase this fund via Charles Stanley Direct. You should treat the charges and other figures shown in the 'Overview' tab as accurate.

      Fund Provider Factsheet
      The Fact Sheet is supplied on a monthly basis by the management group and provides limited information on the fund. Past performance data and a review of how the fund has performed are commonly featured. &nbsp;
      FUND PROVIDER FACTSHEET
      179,951 bytes PDF Document; last updated 28 Feb 2025
      Key Investor Information Document This document, issued by the product provider, provides key information about an investment product. The information is required by law to help potential investors understand the nature, risks, costs, potential gains and losses of the product and enable comparison with other products.
      KEY INVESTOR INFORMATION DOCUMENT
      103,418 bytes PDF Document; last updated 17 Feb 2025
      Pre-contractual Disclosure Report
      PRE-CONTRACTUAL DISCLOSURE REPORT
      Annual Report A report published by the Fund Management Group detailing the progress of the fund during the course of the previous 12 months. The information provided includes a financial statement for the group as a whole.
      ANNUAL REPORT
      11,496,589 bytes PDF Document; last updated 31 Dec 2024
      Semi Annual Report Published periodically through the course of the financial year of the fund, the report provides an overview of the fund's performance and the prospects for the remainder of the year. Included are portfolio changes (i.e. which stocks have been bought and sold), and changes in the geographical breakdown during the course of the previous 12 months.
      SEMI-ANNUAL REPORT
      4,726,099 bytes PDF Document; last updated 30 Jun 2024
      Prospectus This is a formal document which contains details of the funds' objectives, investment strategies, risks, performance, distribution policy, fees and expenses and, fund management style.  A fund’s prospectus must be lodged with the Financial Conduct Authority (FCA) for authorisation.
      PROSPECTUS
      11,128,831 bytes PDF Document; last updated 01 Mar 2025
      GET ADOBE READER

      Management Team

      Michael Kushma Christian Roth Leon Grenyer Richard Ford Utkarsh Sharma

      Michael Kushma has managed this fund for 13 years and 5 months.

      Michael Kushma Michael Kushma has over 25 years of investment experience; he joined the firm in 1987. Previously, he was a global fixed income strategist for the firm's Fixed Income Division. Prior to joining the firm, he was a senior lecturer of economics at Columbia University. Michael received an A.B. in economics from Princeton University; an M.Sc. in economics from the London School of Economics and a M.Phil. in economics from Columbia University.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Michael

      Name of Security Sole/Co Managed Since
      Morgan Stanley GFIO Co Nov 2011

      Christian Roth has managed this fund for 13 years and 5 months.

      Christian Roth Christian Roth is the Global Head of Credit. He joined Morgan Stanley in 1991 and has over 20 years of investment experience. Prior to joining the firm, he was a senior associate in the merchant banking group of Dean Witter Capital Corporation. Chris received a B.S. in economics from the Wharton School of the University of Pennsylvania. He holds the Chartered Financial Analyst designation and is a member of the UK Society of Investment Professionals.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Christian

      Name of Security Sole/Co Managed Since
      Morgan Stanley GFIO Co Nov 2011

      Leon Grenyer has managed this fund for 2 years and 5 months.

      Leon Grenyer Leon Grenyer is the Head of European Multi-Sector and a portfolio manager on the Multi-Sector team. He joined Morgan Stanley in 2002 and began his career in the investment industry in 1996. Prior to joining Morgan Stanley, Leon was a credit analyst and investment analyst at Abbey National Treasury Services. He received a B.S. in geography from the University of Bristol.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Leon

      Name of Security Sole/Co Managed Since
      Morgan Stanley GFIO Co Nov 2022

      Richard Ford has managed this fund for 10 years and 4 months.

      Richard Ford Richard Ford, Executive Director, joined Morgan Stanley in 1991 and has 10 years of investment experience. He is a portfolio manager for the European Corporate Bond programme. Prior to his current role, Richard was a European Credit Trader. Prior to joining the Firm, he was a Chartered Accountant with Ernst & Young. Richard received a B.com from Edinburgh University in Business Studies and qualified as a Chartered Accountant. He is a member of the Institute of Chartered Accountants of England and Wales.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Richard

      Name of Security Sole/Co Managed Since
      Morgan Stanley GFIO Co Dec 2014
      Morgan Stanley Stg Corp Bond Co Oct 2008
      Morgan Stanley Stg Corp Bond Co Oct 2008

      Utkarsh Sharma has managed this fund for 4 years and 7 months.

      Utkarsh Sharma Utkarsh Sharma is a portfolio manager on the Multi-Sector team. He is responsible for managing global government, aggregate, and unconstrained strategies. He joined Morgan Stanley in 2014. Utkarsh began his career in the investment industry in 2010. Prior to joining the firm, Utkarsh was a risk and quantitative analyst at BlackRock focusing on investment grade credit and multi-sector portfolios for institutional clients. Utkarsh received a B.Tech in computer science and engineering from the Indian Institute of Technology (IIT) Guwahati, India and an M.S. in operations research from Columbia University.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Utkarsh

      Name of Security Sole/Co Managed Since
      Morgan Stanley GFIO Co Aug 2020

      Investment involves risk. You may get back less than invested.