Morgan Stanley Investment Funds - Global Balanced Income Fund Z
ISIN: LU1078119408
Categoría Morningstar: EUR Flexible Allocation - Global
Empresa: Morgan Stanley IM
ISIN: LU1078119408
Categoría Morningstar: EUR Flexible Allocation - Global
Empresa: Morgan Stanley IM
The Fund’s investment objective is to provide regular income and capital appreciation, 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. The Investment Adviser dynamically adjusts the portfolio positioning in a balanced mix of equity, fixed income, cash and commodity-linked securities, aiming to maintain a stable risk profile using an ex-ante approach.
Rentabilidad anual | 1 año | 3 años | 5 años | Inicio | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidad anual: Fondo | 1 año: 8,10 | 3 años: 2,08 | 5 años: 1,79 | Inicio: 2,79 | 2024: 2,57 | 2023: 7,53 | 2022: -8,91 | 2021: 9,53 | 2020: -3,32 |
Rentabilidad anual: Categoría | 1 año: 7,54 | 3 años: 0,82 | 5 años: 2,78 | Inicio: - | 2024: 2,65 | 2023: 8,26 | 2022: -12,16 | 2021: 9,69 | 2020: 2,21 |
Rentabilidad anual: Percentil | 1 año: 35,00 | 3 años: 32,00 | 5 años: 65,00 | Inicio:- | 2024: 34,00 | 2023: 56,00 | 2022: 28,00 | 2021: 48,00 | 2020: 82,00 |
Riesgo | Volatilidad | Ratio Sharpe | Correlación | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Riesgo: 3 años | 1 Volatilidad: 6,62 | 3 Ratio Sharpe: 0,31 | 5 Correlación: 91,78 | Beta: 0,70 | Alfa: 0,33 | Tracking error: 3,60 | Info Ratio: -0,06 |