Morgan Stanley Investment Funds - Global Fixed Income Opportunities Fund Z

ISIN: LU0694239061

Categoria Morningstar: Global Flexible Bond - USD Hedged

Empresa: Morgan Stanley IM

The Fund’s investment objective is to provide an attractive level of total return, measured in U.S. Dollars, through investment in global fixed income securities. The Fund will seek to achieve the investment policy through allocation across fixed income asset classes as well as through market and instrument selection. The Fund will invest primarily in the global securities of corporate, government and government related issuers across a spectrum of fixed income asset classes including high yield bonds, investment-grade bonds, mortgage-backed securities, convertibles and currencies, and subject to applicable law, in other asset-backed securities, loan participations and loan assignments, to the extent that these instruments are securitised.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2024 2023 2022 2021 2020
Rentabilidade anual: Fundo 1 ano: 6,55 3 anos: 4,77 5 anos: 2,91 Início: 6,12 2024: 3,20 2023: 4,88 2022: -1,21 2021: 7,70 2020: -3,99
Rentabilidade anual: Categoria 1 ano: 6,65 3 anos: 3,96 5 anos: 2,57 Início: - 2024: 3,05 2023: 4,29 2022: -2,53 2021: 7,86 2020: -3,12
Rentabilidade anual: Percentil 1 ano: 55,00 3 anos: 38,00 5 anos: 40,00 Início:- 2024: 50,00 2023: 46,00 2022: 23,00 2021: 26,00 2020: 79,00
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 4,12 3 Rácio de Sharpe: -0,64 5 Correlação: 87,95 Beta: 0,58 Alfa: 0,67 Tracking error: 3,10 Rácio de informação: 0,97
Fonte: Morningstar. Dados em euros. Categoria: Global Flexible Bond - USD Hedged. Data: 2024-05-23
Fonte: Morningstar. Dados em euros. Categoria: Global Flexible Bond - USD Hedged. Data: 2024-05-23