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, by investing in a broad and balanced asset mix of both equity and Fixed Income Securities while incorporating ESG considerations. 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.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2023 | 2022 | 2021 | 2020 | 2019 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 2,09 | 3 anni: 2,24 | 5 anni: 1,14 | Inizio: 1,53 | 2023: 4,35 | 2022: -9,04 | 2021: 8,79 | 2020: -2,57 | 2019: 8,59 |
Rendimento annuo: Categoria | 1 anno: 2,43 | 3 anni: 2,01 | 5 anni: 1,65 | Inizio: - | 2023: 4,26 | 2022: -12,16 | 2021: 9,69 | 2020: 2,21 | 2019: 12,33 |
Rendimento annuo: Percentile | 1 anno: 63,00 | 3 anni: 44,00 | 5 anni: 57,00 | Inizio:- | 2023: 53,00 | 2022: 29,00 | 2021: 53,00 | 2020: 80,00 | 2019: 71,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 5,57 | 3 Sharpe Ratio: 0,38 | 5 Correlazione: 91,94 | Beta: 0,60 | Alfa: 0,22 | Tracking error: 4,12 | Info Ratio: -0,22 |