Morgan Stanley Investment Funds - Global Convertible Bond Fund ZH (EUR)Register to Unlock Ratings |
Performance History | 31/05/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 27.0 | -3.5 | -9.7 | 7.5 | -2.0 | |
+/-Cat | 4.4 | 2.8 | 2.7 | 4.6 | -1.0 | |
+/-B’mrk | -12.2 | 0.7 | 4.6 | -0.3 | -1.9 | |
Category: Convertible Bond - Global, EUR Hedged | ||||||
Category Benchmark: Refinitiv Global Hgd CB TR EUR |
Key Stats | ||
NAV 25/06/2024 | EUR 51.49 | |
Day Change | -0.28% | |
Morningstar Category™ | Convertible Bond - Global, EUR Hedged | |
ISIN | LU0360484504 | |
Fund Size (Mil) 25/06/2024 | USD 717.25 | |
Share Class Size (Mil) 25/06/2024 | EUR 38.98 | |
Max Initial Charge | 1.00% | |
Ongoing Charge 31/03/2024 | 0.75% |
Investment Objective: Morgan Stanley Investment Funds - Global Convertible Bond Fund ZH (EUR) |
The Fund’s investment objective is to seek long-term capital appreciation, measured in U.S. Dollars, through investment primarily in convertible bonds issued by companies organised or operating in either the developed or emerging markets which will be denominated in global currencies. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Tom Wills 31/03/2010 | ||
Andrew Cohen 01/10/2022 | ||
Inception Date 08/04/2009 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Refinitiv Global Focus Hgd CB TR USD | Refinitiv Global Hgd CB TR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Morgan Stanley Investment Funds - Global Convertible Bond Fund ZH (EUR) | 31/05/2024 |
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