Morgan Stanley Investment Funds - Global Balanced Risk Control Fund of Funds A

ISIN: LU0694238501

Categoria Morningstar: EUR Flexible Allocation - Global

Empresa: Morgan Stanley IM

The Funds’ investment objective is to invest in units/shares of other collective investment schemes to provide an attractive level of total return, measured in Euro, while actively managing total portfolio risk. The Fund is managed within a clearly-defined, risk-controlled framework, actively managing the volatility level in line with a pre-defined target volatility. The Investment Adviser adjusts the portfolio positioning in a balanced mix of equity, fixed income, cash and commodity-linked securities, aiming to maintain a stable risk profile using an ex-ante approach. The Fund will implement tactical views on global fixed income and equity asset classes by investing primarily in undertakings for collective investments (“UCI”) including the Company’s Funds, ETFs, futures, investment funds managed by the Investment Adviser or its affiliates and other collective investment schemes.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2024 2023 2022 2021 2020
Rentabilidade anual: Fundo 1 ano: 12,86 3 anos: -0,19 5 anos: 1,43 Início: 3,96 2024: 6,22 2023: 6,69 2022: -14,75 2021: 2,97 2020: 5,88
Rentabilidade anual: Categoria 1 ano: 11,25 3 anos: 2,14 5 anos: 3,42 Início: - 2024: 4,64 2023: 8,26 2022: -12,16 2021: 9,69 2020: 2,21
Rentabilidade anual: Percentil 1 ano: 39,00 3 anos: 83,00 5 anos: 78,00 Início:- 2024: 22,00 2023: 63,00 2022: 71,00 2021: 86,00 2020: 24,00
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 7,27 3 Rácio de Sharpe: -0,28 5 Correlação: 85,88 Beta: 0,71 Alfa: -3,94 Tracking error: 4,41 Rácio de informação: -1,06
Fonte: Morningstar. Dados em euros. Categoria: EUR Flexible Allocation - Global. Data: 2024-03-28
Fonte: Morningstar. Dados em euros. Categoria: EUR Flexible Allocation - Global. Data: 2024-03-28