Morgan Stanley Funds (UK) - Calvert Fixed Income Opportunities Fund F GBP Acc header image

Morgan Stanley Funds (UK) - Calvert Fixed Income Opportunities Fund F GBP Acc

Fund

ISIN GB00BNKVPG43 / Valor 58734763

NAV (2025-04-22)
GBP 10.38-0.00%

Morgan Stanley Funds (UK) - Calvert Fixed Income Opportunities Fund F GBP Acc
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General Objective

The fund aims to provide income and capital growth over a 5-year period.

Fund Exposure

At least 80% of the fund's investments will be in global fixed income securities, with a maximum of 20% exposure to non-GBP currencies. The fund will invest in fixed income securities issued by corporates and governments across a range of asset classes, integrating ESG considerations into the investment decision-making process. Investments will be subject to an ESG Exclusion Policy that excludes sectors such as controversial weapons, civilian firearms, tobacco, gambling, and fossil fuels.

Risks

The fund may invest more than 35% in fixed income securities issued by a single state, local authority, or public international body. Additionally, the fund may use derivatives for efficient portfolio management purposes. The fund's performance is not measured against a benchmark, but investors can compare its performance against other funds in the Investment Association (IA) Sterling Strategic Bond Funds sector.

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Source

https://www.morganstanley.com/im/en-gb/intermediary-investor/funds-and-performance/morgan-stanley-funds-UK/fixed-income/ms-calvert-fixed-income-opportunities-fund.html

Tags:
esg bloomberg global aggregate index global bonds

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Annual Return

-50%0%+50%

Risk level

110
-0.00%GBP 9.12
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