Morgan Stanley Investment Funds - Asia Opportunity Fund Z

Qualification

ISIN: LU1378878604

Categoria Morningstar: Asia ex-Japan Equity

Società: Morgan Stanley IM

The Fund’s investment objective is to seek long term appreciation, measured in US Dollars. The Fund will seek to achieve its investment objective by investing primarily in equity securities, including depositary receipts (including American Depositary Receipts (ADRs), Global Depositary Receipts (GDRs)), of issuers Located in Asia, excluding Japan, and China A-Shares via Stock Connect. With a view to enhancing returns and/or as part of the investment strategy, the Fund may (in accordance with the investment powers and restrictions set out in Appendix A) make use of exchange traded and over-the-counter options, futures and other derivatives for investment or efficient portfolio management (including hedging) purposes.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2021 2020 2019 2018 2017
Rendimento annuo: Fondo 1 anno: -3,26 3 anni: 22,73 5 anni: 19,29 Inizio: 19,79 2021: -9,18 2020: 39,26 2019: 44,27 2018: -10,37 2017: 53,65
Rendimento annuo: Categoria 1 anno: 13,09 3 anni: 14,99 5 anni: 10,04 Inizio: - 2021: 4,50 2020: 16,26 2019: 21,52 2018: -12,93 2017: 23,08
Rendimento annuo: Percentile 1 anno: 99,00 3 anni: 7,00 5 anni: 2,00 Inizio:- 2021: 99,00 2020: 4,00 2019: 1,00 2018: 28,00 2017: 1,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 19,69 3 Sharpe Ratio: 0,75 5 Correlazione: 85,61 Beta: 1,01 Alfa: 7,90 Tracking error: 11,50 Info Ratio: 0,71
Fonte: Morningstar. Dati in euros. Categoria: Asia ex-Japan Equity. Data: 2021-10-15
Fonte: Morningstar. Dati in euros. Categoria: Asia ex-Japan Equity. Data: 2021-10-15