Fact sheet: Morg Stnly GlBal

Fund information

Fund name
Morg Stnly Global Balanced Z EUR
Fund company manager
Morgan Stanley Investment Fund
Fund type
SIB
Fund manager
Manfred Hui
since 16/08/2016
Fund objective
Seeks an attractive level of total return by managing a broad asset mix within a targeted risk range of 4-10%, which is subject to change. The fund invests primarily in equities, fixed income, commodity-linked investments and cash. Environmental, Social & Governance (ESG) factors may be considered in assessing potential return and contribution to portfolio risk.
Benchmark
No Specified Index
Investment style
Balanced
Investment method
None

Performance snapshot

Quick stats

1 Year return

5.4 %

1 Year rank in sector

76/138

Sector

FO Mixed Asset - Balanced

Yield
-
Fund size

£ 64.2 m

FE Risk score
-
NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-0.64 %0.96 %5.4 %0 %0 %
Sector0.19 %3.01 %5.71 %12.29 %27.51 %
Rank within sector118 / 143117 / 14176 / 138 / /
Quartile th4 th4 th3 rd th th

Calendar performance

YTD-20172016201520142013
Fund3.41 %0 %0 %0 %0 %
Sector5.33 %5.2 %-0.3 %4.7 %7.52 %
Rank within sector106 / 139 / / / /
Quartile th4 th th th th th

Price movement

52 week high26.68
52 week low24.57
Current bid price0
Current offer price0
Current mid price26.35

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-