Morgan Stanley Investment Funds - Global Balanced Risk Control Fund of Funds AS'inscrire pour voir les notations |
Performance du fonds | 30/04/2024 |
Base 1000 (EUR) | Graphique Avancé |
Fonds | 5,9 | 3,0 | -14,8 | 6,7 | 4,3 | |
+/-Cat | 3,7 | -6,7 | -2,6 | -1,6 | 1,2 | |
+/-Ind | 1,7 | -8,5 | -2,5 | -4,3 | 1,3 | |
Catégorie: Allocation EUR Flexible - International | ||||||
Benchmark: Morningstar EU Mod Gbl Tgt ... |
Vue d’Ensemble | ||
VL 14/05/2024 | EUR 40,19 | |
Évolution jour | -0,02% | |
Catégorie Morningstar | Allocation EUR Flexible - International | |
ISIN | LU0694238501 | |
Actif du fonds (Mil) 15/05/2024 | EUR 2408,27 | |
Actif de la part (Mil) 15/05/2024 | EUR 1276,88 | |
Frais de souscription max | 5,75% | |
Frais courants 31/03/2024 | 2,39% | |
PEA | non | |
PEAPME | non |
Objectif d’Investissement: 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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Gestion | ||
Nom du gérant Date de début | ||
Jim Caron 02/11/2011 | ||
Ryan Meredith 30/07/2021 | ||
Click here to see others | ||
Date de création 02/11/2011 |
Publicité |
Benchmark | |
Benchmark du fonds | Benchmark de la catégorie Morningstar |
Not Benchmarked | Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Target Market | ||||||||||||||||||||
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Que détient ce fonds ? Morgan Stanley Investment Funds - Global Balanced Risk Control Fund of Funds A | 31/03/2024 |
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