Morgan Stanley Investment Funds - Global Balanced Fund ZRegistrati per vedere i rating |
Storico dei rendimenti | 31/03/2024 |
Crescita di 1000 (EUR) | Grafico Interattivo |
Sintesi | ||
NAV 25/04/2024 | EUR 29,310 | |
Var.Ultima Quotazione | -0,98% | |
Categoria Morningstar™ | Bilanciati Flessibili EUR - Globali | |
Categoria Assogestioni | Flessibili | |
Isin | LU1439783207 | |
Fund Size (Mil) 25/04/2024 | EUR 657,70 | |
Share Class Size (Mil) 25/04/2024 | EUR 643,69 | |
Entrata (max) | 1,00% | |
Spese correnti 31/03/2023 | 0,74% |
Obiettivo d'Investimento Dichiarato: Morgan Stanley Investment Funds - Global Balanced Fund Z |
The Fund’s investment objective is to provide an attractive level of total return, measured in Euro, through investing primarily in a portfolio of transferable securities and money market instruments globally and through the use of financial derivative instruments. The Fund is managed within a clearly-defined, risk-controlled framework, actively managing the total portfolio risk, by managing the portfolio volatility level in line with a pre-defined target volatility below that of the Global Balanced Fund. The Investment Adviser dynamically adjust the portfolio positioning in a balanced mix of equity, fixed income, Cash Equivalents, and commodity-linked securities, aiming to maintain a stable risk profile using an ex-ante approach. |
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Gestione | ||
Nome del Gestore Inizio Gestione | ||
Andrew Harmstone 16/08/2016 | ||
Manfred Hui 16/08/2016 | ||
Click here to see others | ||
Data di Partenza 16/08/2016 |
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Indice | |
Benchmark Dichiarato | Indice di Categoria Morningstar |
Not Benchmarked | Morningstar EU Mod Gbl Tgt Alloc NR EUR |
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Composizione del Fondo Morgan Stanley Investment Funds - Global Balanced Fund Z | 31/03/2024 |
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