Morgan Stanley Investment Funds - Global Balanced Risk Control Fund of Funds AH (USD)Registreer u om de ratings zichtbaar te maken |
Hoe heeft dit fonds gepresteerd? | 31-05-2024 |
Ontwikkeling van EUR 1000 (EUR) | Uitgebreide Grafiek |
Fonds | -1,5 | 11,8 | -7,3 | 5,2 | 7,2 | |
+/-Cat | 0,1 | -4,3 | 0,3 | -1,6 | 1,5 | |
+/-Idx | - | -3,9 | 0,5 | -4,7 | 1,4 | |
Categorie: Mixfondsen USD Flexibel | ||||||
Categorie Benchmark: Morningstar EAA USD Mod Tgt... |
Kerngegevens | ||
Koers 14-06-2024 | USD 37,07 | |
Rendement 1 Dag | 0,98% | |
Morningstar Categorie™ | Mixfondsen USD Flexibel | |
Vestigingsland | Luxemburg | |
ISIN | LU1099740216 | |
Grootte Fonds (Mil) 14-06-2024 | EUR 2401,57 | |
Grootte Fondsklasse (Mil) 14-06-2024 | USD 91,56 | |
Aankoopkosten (Max) | 5,75% | |
Lopende Kosten Factor 31-03-2024 | 2,42% |
Beleggingsdoelstelling: Morgan Stanley Investment Funds - Global Balanced Risk Control Fund of Funds AH (USD) |
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 18-08-2014 |
Advertentie |
Categorie Benchmark | |
Benchmark van het fonds | Benchmark Morningstar |
Not Benchmarked | Morningstar EAA USD Mod Tgt Alloc NR USD |
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Waar belegt het fonds in? Morgan Stanley Investment Funds - Global Balanced Risk Control Fund of Funds AH (USD) | 31-05-2024 |
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