Morgan Stanley Sterling Corporate Bond
Class F - Accumulation (GBP)





Our view on this Fund
This fund is on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. However, this is not a recommendation to buy.
This is a no nonsense corporate bond fund run by a well-resourced team, led by Richard Ford and Dipen Patel. They invest in a wide selection of high-quality corporate bonds with the aim to generate income and some growth over the long term.
It's run in a more conservative way to some corporate bond funds. This means it could perform a little better when bond markets fall, but also lag behind when they rise rapidly. There are no guarantees though.
This doesn't mean the managers are afraid to take a view. They'll invest more aggressively when attractive yields are on offer, but will sit back and be more defensive if they think the risks outweigh the rewards. We like this flexible approach. The fund is also available to HL clients with low ongoing charges.
Our view on the sector
Performance Analysis
Investment Philosophy
Process and Portfolio Construction
Manager Track Record Based on HL Quantitative Research
Fund Track Record
15/01/16 to 15/01/17 | 15/01/17 to 15/01/18 | 15/01/18 to 15/01/19 | 15/01/19 to 15/01/20 | 15/01/20 to 15/01/21 | |
---|---|---|---|---|---|
Annual return | 8.61% | 5.80% | -2.22% | 11.50% | 5.57% |
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
Fund Management Group Comment
Information about the fund
