Morgan Stanley Investment Funds - US High Yield Middle Market Bond Fund Z

ISIN: LU1134228409

Categoria Morningstar: USD High Yield Bond

Empresa: Morgan Stanley IM

The Fund’s investment objective is to provide an attractive rate of total return, measured in U.S. Dollars. The Fund will seek to achieve its investment objective by investing primarily in high yield and unrated U.S. Dollar denominated Fixed Income Securities, including without limitation those issued by Middle Market corporations or by governments and agencies located in developed or emerging markets and for the avoidance of doubt and subject to applicable law, including asset-backed securities and loan participations and loan assignments, to the extent that these instruments are securitised. For the purpose of this Fund, “Middle Market” is defined as the market for issuers with up to USD 1 billion in outstanding debt.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2024 2023 2022 2021 2020
Rentabilidade anual: Fundo 1 ano: 12,63 3 anos: 5,45 5 anos: 4,46 Início: 6,60 2024: 4,53 2023: 9,50 2022: -6,20 2021: 13,30 2020: -3,45
Rentabilidade anual: Categoria 1 ano: 10,71 3 anos: 4,88 5 anos: 3,79 Início: - 2024: 3,55 2023: 7,54 2022: -5,19 2021: 11,92 2020: -3,67
Rentabilidade anual: Percentil 1 ano: 6,00 3 anos: 34,00 5 anos: 18,00 Início:- 2024: 4,00 2023: 13,00 2022: 61,00 2021: 24,00 2020: 46,00
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 8,01 3 Rácio de Sharpe: -0,11 5 Correlação: 95,85 Beta: 0,90 Alfa: -0,31 Tracking error: 2,38 Rácio de informação: -0,10
Fonte: Morningstar. Dados em euros. Categoria: USD High Yield Bond. Data: 2024-04-23
Fonte: Morningstar. Dados em euros. Categoria: USD High Yield Bond. Data: 2024-04-23