Morgan Stanley Investment Funds - Global Balanced Risk Control Fund of Funds ARegistreer u om de ratings zichtbaar te maken |
Hoe heeft dit fonds gepresteerd? | 30-04-2024 |
Ontwikkeling van EUR 1000 (EUR) | Uitgebreide Grafiek |
Fonds | 5,9 | 3,0 | -14,8 | 6,7 | 4,3 | |
+/-Cat | 3,7 | -6,7 | -2,6 | -1,6 | 0,9 | |
+/-Idx | 1,7 | -8,5 | -2,5 | -4,3 | 1,3 | |
Categorie: Mixfondsen EUR Flexibel - Wereldwijd | ||||||
Categorie Benchmark: Morningstar EU Mod Gbl Tgt ... |
Kerngegevens | ||
Koers 03-05-2024 | EUR 39,90 | |
Rendement 1 Dag | 0,78% | |
Morningstar Categorie™ | Mixfondsen EUR Flexibel - Wereldwijd | |
Vestigingsland | Luxemburg | |
ISIN | LU0694238501 | |
Grootte Fonds (Mil) 03-05-2024 | EUR 2397,89 | |
Grootte Fondsklasse (Mil) 03-05-2024 | EUR 1270,16 | |
Aankoopkosten (Max) | 5,75% | |
Lopende Kosten Factor 31-03-2023 | 2,38% |
Beleggingsdoelstelling: 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. |
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Management | ||
Naam manager Aanvangsdatum | ||
Jim Caron 02-11-2011 | ||
Ryan Meredith 30-07-2021 | ||
Click here to see others | ||
Oprichtingsdatum 02-11-2011 |
Advertentie |
Categorie Benchmark | |
Benchmark van het fonds | Benchmark Morningstar |
Not Benchmarked | Morningstar EU Mod Gbl Tgt Alloc NR EUR |
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Waar belegt het fonds in? Morgan Stanley Investment Funds - Global Balanced Risk Control Fund of Funds A | 31-03-2024 |
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