Morgan Stanley Investment Funds - Global Balanced Risk Control Fund of Funds ARegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 11.9 | -3.4 | -9.9 | 4.2 | 5.0 | |
+/-Cat | 3.9 | -6.3 | -2.7 | -1.5 | 1.9 | |
+/-B’mrk | 1.7 | -8.0 | -2.6 | -4.2 | 1.2 | |
Category: EUR Flexible Allocation - Global | ||||||
Category Benchmark: Morningstar EU Mod Gbl Tgt ... |
Key Stats | ||
NAV 17/07/2024 | EUR 41.21 | |
Day Change | -0.16% | |
Morningstar Category™ | EUR Flexible Allocation - Global | |
ISIN | LU0694238501 | |
Fund Size (Mil) 16/07/2024 | EUR 2407.46 | |
Share Class Size (Mil) 16/07/2024 | EUR 1271.73 | |
Max Initial Charge | 5.75% | |
Ongoing Charge 31/03/2024 | 2.39% |
Investment Objective: 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 | ||
Manager Name Start Date | ||
Jim Caron 02/11/2011 | ||
Ryan Meredith 30/07/2021 | ||
Click here to see others | ||
Inception Date 02/11/2011 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Morgan Stanley Investment Funds - Global Balanced Risk Control Fund of Funds A | 31/05/2024 |
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