Quick Stats

Bid Price - Offer Price -
Mid Price GBX 2,445.81 Day Change GBX +4.11 (0.17%)
Price Date 16 Oct 2017 Crown Rating 3
Shares Class Inc. Yield 2.40 %
Total Expense Ratio 1.00 Fund Size 226,600,000.00
Launch Date 11/12/2000 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.00
ISIN GB0032487661 Min TopUp (£) 500.00

Fund 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.

Fund Managers

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.
Leon Grenyer
Leon is a portfolio manager of the Global Fixed Income team. He joined Morgan Stanley in 2002 and has 20 years of investment experience. Prior to joining the firm, 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.