Morgan Stanley Investment Funds - Global Balanced Fund Z

Qualification
Ragione del Rating:
  • -Patrimonio investito dagli investitori locali

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
Fonte: Morningstar. Dati in euros. Categoria: EUR Flexible Allocation - Global. Data: 2023-09-20
Fonte: Morningstar. Dati in euros. Categoria: EUR Flexible Allocation - Global. Data: 2023-09-20