Morgan Stanley Horizon Funds

All
Fixed Income
All
Global Fixed Income Team
Past performance is not indicative of future results. Please click here for additional performance disclosures and important information, which should be reviewed carefully.

 
Funds
 
INDEX:
PEER GROUPS:
FUND NAME
ASSET CLASS
TEAMS
SHARE CLASS
Daily Pricing
 
PRICE
DAILY PRICE CHANGE
DAILY PRICE CHANGE(%)
AS Of Date
Total Returns (%)
as of
as of
TIMEFRAME:
YTD
1 Yr
3 Yrs
5 Yrs
10 Yrs
Since Inception
Inception Date
Charges
Ongoing Charges (%)
Calendar Year Returns (%)
 
2016
2015
2014
2013
2012
Morningstar Rating and Rankings
as of
as of
Overall Rating
Quartile Ranking (%)
Category
Overall Rating
1 YR
3 YRS
5 YRS
10 YRS
ISIN: LU1409374441
AX
ISIN: LU1409374441
AX
1.0241
-0.0007
-0.07
21-Jun-2017
--
--
--
--
--
--
02-Sep-2016
--
--
--
--
--
--
02-Sep-2016
1.61
--
--
--
--
--
--
--
--
--
--
--
--
--
--
--
--
--
1.0241
-0.0007
-0.07
21-Jun-2017
--
--
--
--
--
--
02-Sep-2016
--
--
--
--
--
--
02-Sep-2016
1.61
--
--
--
--
--
--
--
--
--
--
--
--
--
--
--
--
--
 
 

Performance data quoted is based on average annualized returns and net of fees.

The source for all performance and index data is Morgan Stanley Investment Management Limited. 

Past performance is not a guarantee of future performance. The value of the investments and the income from them can go down as well as up and an investor may not get back the amount invested. Returns may increase or decrease as a result of currency fluctuations. Performance data for funds with less than one year's track record is not shown. Performance is calculated net of fees. YTD performance data is not annualised. Performance of other share classes, when offered, may differ. Please consider the investment objectives, risks, charges and expenses of the fund carefully before investing. The prospectus and key investor information document (KIID) contains this and other information about the fund. Please read the prospectus and KIID carefully before you invest.

 
 

WAM is the weighted average maturity of the portfolio. The WAM calculation utilizes the interest-rate reset date, rather than a security's stated final maturity, for variable- and floating- rate securities. By looking to a portfolio's interest rate reset schedule in lieu of final maturity dates, the WAM measure effectively captures a fund's exposure to interest rate movements and the potential price impact resulting from interest rate movements.

 

WAL is the weighted average life of the portfolio. The WAL calculation utilizes a security's stated final maturity date or, when relevant, the date of the next demand feature when the fund may receive payment of principal and interest (such as a put feature). Accordingly, WAL reflects how a portfolio would react to deteriorating credit (widening spreads) or tightening liquidity conditions.

 

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