Morgan Stanley Investment Funds - Global Permanence Fund Z USD Acc

ISIN: LU2027374128

Categoria Morningstar: Global Large-Cap Growth Equity

Società: Morgan Stanley IM

The Fund’s investment objective is to seek long-term capital 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) and Global Depositary Receipts (GDRs)), of established companies located throughout the world, with capitalizations within the range of companies included in the MSCI All Country World Index.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 7,50 3 anni: 5,54 5 anni: - Inizio: 10,24 2024: 6,56 2023: 17,19 2022: -13,64 2021: 29,67 2020: 15,38
Rendimento annuo: Categoria 1 anno: 20,99 3 anni: 3,59 5 anni: 10,02 Inizio: - 2024: 13,37 2023: 18,79 2022: -22,48 2021: 22,14 2020: 17,10
Rendimento annuo: Percentile 1 anno: 95,00 3 anni: 40,00 5 anni: - Inizio:- 2024: 91,00 2023: 55,00 2022: 8,00 2021: 18,00 2020: 6,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 19,96 3 Sharpe Ratio: 0,04 5 Correlazione: 91,05 Beta: 0,94 Alfa: -1,74 Tracking error: 8,27 Info Ratio: -0,25
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Growth Equity. Data: 2024-07-12
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Growth Equity. Data: 2024-07-12