Morgan Stanley Investment Funds - Global Balanced Risk Control Fund of Funds ARekisteröidy nähdäksesi ratingit |
Rahaston kehitys | 31.03.2024 |
1000 euron arvon kehitys (EUR) | Tarkempi kaavio |
Rahasto | 5,9 | 3,0 | -14,8 | 6,7 | 6,2 | |
+/- Luokka | 3,7 | -6,7 | -2,6 | -1,6 | 1,9 | |
+/- Ind. | 1,7 | -8,5 | -2,5 | -4,3 | 1,5 | |
Luokka: Yhdistelmä globaali joustava, euro | ||||||
Luokan vertailuindeksi: Morningstar EU Mod Gbl Tgt ... |
Yleiskatsaus | ||
Osuuden arvo 19.04.2024 | EUR 39,32 | |
1 pv muutos | -0,20% | |
Morningstar rahastoluokka™ | Yhdistelmä globaali joustava, euro | |
ISIN | LU0694238501 | |
Rahaston koko (Mil) 19.04.2024 | EUR 2378,57 | |
Rahastosarjan koko (Mil) 19.04.2024 | EUR 1260,15 | |
Merkintä (Max) | 5,75% | |
Juoksevat kulut 31.03.2023 | 2,38% |
Sijoituspolitiikka: Morgan Stanley Investment Funds - Global Balanced Risk Control Fund of Funds A |
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. |
Tuotto | |||||||||||||
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Hallinnointi | ||
Salkunhoitaja Salkunhoitajana alkaen | ||
Jim Caron 02.11.2011 | ||
Ryan Meredith 30.07.2021 | ||
Lisää salkunhoitajia | ||
Perustamispäivä 02.11.2011 |
Mainos |
Luokan vertailuindeksi | |
Rahaston vertailuindeksi | Morningstar-vertailuindeksi |
Not Benchmarked | Morningstar EU Mod Gbl Tgt Alloc NR EUR |
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Rahastosalkun sisältö Morgan Stanley Investment Funds - Global Balanced Risk Control Fund of Funds A | 31.03.2024 |
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