Morgan Stanley Investment Funds – Global Opportunity Fund Z

Qualification

ISIN: LU0552385535

Categoria Morningstar: Global Large-Cap Growth Equity

Empresa: 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) and Global Depositary Receipts (GDRs)), of issuers Located in any country. 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.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2021 2020 2019 2018 2017
Rentabilidade anual: Fundo 1 ano: 33,14 3 anos: 21,11 5 anos: 24,51 Início: 19,85 2021: 8,00 2020: 42,62 2019: 38,61 2018: -1,76 2017: 31,61
Rentabilidade anual: Categoria 1 ano: 27,40 3 anos: 15,13 5 anos: 14,50 Início: - 2021: 11,37 2020: 17,10 2019: 31,60 2018: -5,80 2017: 12,53
Rentabilidade anual: Percentil 1 ano: 13,00 3 anos: 8,00 5 anos: 2,00 Início:- 2021: 90,00 2020: 5,00 2019: 5,00 2018: 21,00 2017: 2,00
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 17,53 3 Rácio de Sharpe: 1,00 5 Correlação: 94,51 Beta: 1,03 Alfa: 2,13 Tracking error: 6,50 Rácio de informação: 0,44
Fonte: Morningstar. Dados em euros. Categoria: Global Large-Cap Growth Equity. Data: 2021-06-22
Fonte: Morningstar. Dados em euros. Categoria: Global Large-Cap Growth Equity. Data: 2021-06-22