Morgan Stanley Investment Funds - Global Balanced Fund Z
- -Patrimonio investito dagli investitori locali
ISIN: LU1439783207
Categoria Morningstar: EUR Flexible Allocation - Global
Società: Morgan Stanley IM
ISIN: LU1439783207
Categoria Morningstar: EUR Flexible Allocation - Global
Società: Morgan Stanley IM
The Fund’s investment objective is to provide an attractive level of total return, measured in Euro, through investing primarily in a portfolio of transferable securities and money market instruments globally and through the use of financial derivative instruments. The Fund is managed within a clearly-defined, risk-controlled framework, actively managing the total portfolio risk, by managing the portfolio volatility level in line with a pre-defined target volatility below that of the Global Balanced Fund. The Investment Adviser dynamically adjust the portfolio positioning in a balanced mix of equity, fixed income, Cash Equivalents, and commodity-linked securities, aiming to maintain a stable risk profile using an ex-ante approach.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 9,02 | 3 anni: 2,03 | 5 anni: 1,79 | Inizio: 2,22 | 2024: 3,35 | 2023: 7,35 | 2022: -9,04 | 2021: 8,79 | 2020: -2,57 |
Rendimento annuo: Categoria | 1 anno: 8,36 | 3 anni: 0,98 | 5 anni: 2,84 | Inizio: - | 2024: 3,33 | 2023: 8,26 | 2022: -12,16 | 2021: 9,69 | 2020: 2,21 |
Rendimento annuo: Percentile | 1 anno: 35,00 | 3 anni: 35,00 | 5 anni: 66,00 | Inizio:- | 2024: 31,00 | 2023: 58,00 | 2022: 29,00 | 2021: 53,00 | 2020: 80,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 6,35 | 3 Sharpe Ratio: 0,28 | 5 Correlazione: 89,54 | Beta: 0,66 | Alfa: 0,21 | Tracking error: 4,02 | Info Ratio: -0,11 |