Morgan Stanley Investment Funds - Global Brands Equity Income Fund Z

Qualification

ISIN: LU1378880170

Categoria Morningstar: Global Large-Cap Blend Equity

Società: Morgan Stanley IM

The Fund’s investment objective is to provide a regular income stream and long-term capital growth. The Fund seeks to achieve its investment objective by investing primarily in high quality steady dividend yield distributing equity securities of issuers located in the world’s developed markets. 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: 18,55 3 anni: 13,39 5 anni: 11,77 Inizio: 11,90 2021: 15,98 2020: 2,74 2019: 27,86 2018: 1,82 2017: 7,69
Rendimento annuo: Categoria 1 anno: 31,19 3 anni: 11,75 5 anni: 10,91 Inizio: - 2021: 16,98 2020: 4,68 2019: 26,09 2018: -7,74 2017: 8,25
Rendimento annuo: Percentile 1 anno: 95,00 3 anni: 29,00 5 anni: 36,00 Inizio:- 2021: 60,00 2020: 95,00 2019: 81,00 2018: 4,00 2017: 68,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 13,27 3 Sharpe Ratio: 0,92 5 Correlazione: 86,18 Beta: 0,67 Alfa: 4,19 Tracking error: 9,26 Info Ratio: 0,05
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2021-08-02
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2021-08-02