Morgan Stanley Investment Funds – Global Fixed Income Opportunities Fund Z

Qualification

ISIN: LU0694239061

Categoria Morningstar: Global Flexible Bond

Empresa: Morgan Stanley IM

The investment objective of the Global Fixed Income Opportunities Fund is to provide an attractive level of total return 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, investmentgrade bonds, mortgage-backed securities, convertibles and currencies. High yield bonds are considered to be Fixed Income Securities issued by corporations that are rated lower than “BBB-” by S&P or “Baa3” by Moody’s or similarly by another internationally recognised rating service or determined to be of similar creditworthiness by the Investment Adviser.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2021 2020 2019 2018 2017
Rentabilidade anual: Fundo 1 ano: -0,92 3 anos: 5,18 5 anos: 3,72 Início: 6,83 2021: 1,37 2020: -3,99 2019: 12,01 2018: 5,28 2017: -5,38
Rentabilidade anual: Categoria 1 ano: 2,53 3 anos: 3,77 5 anos: 2,42 Início: - 2021: 1,12 2020: -1,16 2019: 9,16 2018: -1,05 2017: -3,63
Rentabilidade anual: Percentil 1 ano: 63,00 3 anos: 20,00 5 anos: 20,00 Início:- 2021: 31,00 2020: 79,00 2019: 28,00 2018: 7,00 2017: 52,00
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 7,56 3 Rácio de Sharpe: 0,47 5 Correlação: 60,53 Beta: 0,84 Alfa: 1,82 Tracking error: 5,07 Rácio de informação: 0,30
Fonte: Morningstar. Dados em euros. Categoria: Global Flexible Bond. Data: 2021-04-22
Fonte: Morningstar. Dados em euros. Categoria: Global Flexible Bond. Data: 2021-04-22