Morgan Stanley Investment Funds - Short Maturity Euro Bond Fund B header image

Morgan Stanley Investment Funds - Short Maturity Euro Bond Fund B

Fund

ISIN LU0073236118 / Valor 623168

NAV (2024-10-22)
EUR 15.67%

Morgan Stanley Investment Funds - Short Maturity Euro Bond Fund B
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General Objective

The fund aims to generate income and achieve long-term growth for investors.

Fund Exposure

The fund primarily invests in fixed income securities, specifically bonds issued in Euro with less than 5 years until maturity. It avoids securities rated below B- (or below BBB- for Asset Backed Securities) by S&P or equivalent. The fund also excludes companies involved in controversial weapons, civilian firearms, tobacco, and fossil fuel-related activities.

Risks

Investors should be aware that the fund may invest in derivatives, which carry additional risk as they rely on other companies to fulfill contractual obligations. Additionally, the fund's performance is actively managed and not designed to track a specific benchmark, which may result in different investment outcomes compared to the benchmark.

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Source

https://www.morganstanley.com/im/en-lu/institutional-investor/funds-and-performance/morgan-stanley-investment-funds/fixed-income/short-maturity-euro-bond-fund.html

Tags:
fixed income euro bonds bloomberg euro-aggregate: treasury 1-3 years index

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OTHER SHARE CLASSES OF THIS FUND

Morgan Stanley Investment Funds - Short Maturity Euro Bond Fund N
Morgan Stanley Investment Funds - Short Maturity Euro Bond Fund N Morgan Stanley Investment Funds - Short Maturity Euro Bond Fund N
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Annual Return

-50%0%+50%

Risk level

110
0.00%EUR 26.28
Morgan Stanley Investment Funds - Short Maturity Euro Bond Fund Z
Morgan Stanley Investment Funds - Short Maturity Euro Bond Fund Z Morgan Stanley Investment Funds - Short Maturity Euro Bond Fund Z Valor: 4221910
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.00%EUR 32.15
Morgan Stanley Investment Funds - Short Maturity Euro Bond Fund I
Morgan Stanley Investment Funds - Short Maturity Euro Bond Fund I Morgan Stanley Investment Funds - Short Maturity Euro Bond Fund I Valor: 293767
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.00%EUR 23.06
Morgan Stanley Investment Funds - Short Maturity Euro Bond Fund NH (USD)
Morgan Stanley Investment Funds - Short Maturity Euro Bond Fund NH (USD) Morgan Stanley Investment Funds - Short Maturity Euro Bond Fund NH (USD)
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Annual Return

-50%0%+50%

Risk level

110
0.00%USD 28.78
Morgan Stanley Investment Funds - Short Maturity Euro Bond Fund A
Morgan Stanley Investment Funds - Short Maturity Euro Bond Fund A Morgan Stanley Investment Funds - Short Maturity Euro Bond Fund A Valor: 623167
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.00%EUR 20.29
Morgan Stanley Investment Funds - Short Maturity Euro Bond Fund C
Morgan Stanley Investment Funds - Short Maturity Euro Bond Fund C Morgan Stanley Investment Funds - Short Maturity Euro Bond Fund C Valor: 4295085
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Annual Return

-50%0%+50%

Risk level

110
0.00%EUR 24.67