Morgan Stanley Investment Funds - Global Balanced Income Fund IRekisteröidy nähdäksesi ratingit |
Rahaston kehitys | 31.03.2024 |
1000 euron arvon kehitys (EUR) | Tarkempi kaavio |
Rahasto | -3,3 | 9,5 | -9,0 | 7,5 | 5,2 | |
+/- Luokka | -5,5 | -0,2 | 3,2 | -0,8 | 0,9 | |
+/- Ind. | -7,6 | -2,0 | 3,3 | -3,5 | 0,5 | |
Luokka: Yhdistelmä globaali joustava, euro | ||||||
Luokan vertailuindeksi: Morningstar EU Mod Gbl Tgt ... |
Yleiskatsaus | ||
Osuuden arvo 24.04.2024 | EUR 30,66 | |
1 pv muutos | 0,29% | |
Morningstar rahastoluokka™ | Yhdistelmä globaali joustava, euro | |
ISIN | LU1355506806 | |
Rahaston koko (Mil) 24.04.2024 | EUR 129,42 | |
Rahastosarjan koko (Mil) 24.04.2024 | EUR 1,51 | |
Merkintä (Max) | 3,00% | |
Juoksevat kulut 27.12.2023 | 0,80% |
Sijoituspolitiikka: Morgan Stanley Investment Funds - Global Balanced Income Fund I |
The Fund’s investment objective is to provide regular income and capital appreciation, 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. The Investment Adviser dynamically 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. |
Tuotto | |||||||||||||
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Hallinnointi | ||
Salkunhoitaja Salkunhoitajana alkaen | ||
Andrew Harmstone 31.07.2014 | ||
Jim Caron 31.07.2014 | ||
Lisää salkunhoitajia | ||
Perustamispäivä 05.02.2016 |
Mainos |
Luokan vertailuindeksi | |
Rahaston vertailuindeksi | Morningstar-vertailuindeksi |
Not Benchmarked | Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Kohdemarkkina | ||||||||||||||||||||
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Rahastosalkun sisältö Morgan Stanley Investment Funds - Global Balanced Income Fund I | 31.03.2024 |
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