Morgan Stanley Investment Funds – Global Opportunity Fund Z

Qualification

ISIN: LU0552385535

Categoria Morningstar: Global Large-Cap Growth Equity

Empresa: Morgan Stanley IM

The Global Opportunity Fund’s investment objective is to seek long term appreciation, measured in US Dollars.
Under normal market conditions, the Fund’s investment objective will be pursued by investing primarily in growth-oriented equity securities on a global basis. The investment process will emphasize a bottom-up stock selection process, seeking attractive investments on an individual company basis. The selection of securities will be driven by a search for companies with the potential for strong free cash flow generation and that are believed to be undervalued at the time of purchase. Valuation is viewed in the context of prospects for sustainable earnings and cash flow growth. Fundamental research drives the investment process. Companies believed to have consistent or rising earnings growth records and compelling business strategies will typically be focused on.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2021 2020 2019 2018 2017
Rentabilidade anual: Fundo 1 ano: 59,07 3 anos: 26,22 5 anos: 25,24 Início: 20,01 2021: 5,80 2020: 42,62 2019: 38,61 2018: -1,76 2017: 31,61
Rentabilidade anual: Categoria 1 ano: 42,70 3 anos: 17,75 5 anos: 14,56 Início: - 2021: 8,69 2020: 17,10 2019: 31,60 2018: -5,80 2017: 12,53
Rentabilidade anual: Percentil 1 ano: 9,00 3 anos: 4,00 5 anos: 2,00 Início:- 2021: 88,00 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: 17,90 3 Rácio de Sharpe: 1,08 5 Correlação: 93,68 Beta: 1,02 Alfa: 4,87 Tracking error: 6,87 Rácio de informação: 0,86
Fonte: Morningstar. Dados em euros. Categoria: Global Large-Cap Growth Equity. Data: 2021-04-09
Fonte: Morningstar. Dados em euros. Categoria: Global Large-Cap Growth Equity. Data: 2021-04-09