Fact sheet: Morg Stnly GlBalDef

Fund information

Fund name
Morg Stnly Global Balanced Defensive Z EUR
Fund company manager
Morgan Stanley Investment Fund
Fund type
SIB
Fund manager(s)
Andrew Harmstone
since 23/08/2016
Manfred Hui
since 23/08/2016
Fund objective
To generate income and the long term growth of your investment whilst managing overall risk and with less volatility than the Global Balanced Fund.
Benchmark
No Specified Index
Investment style
Cautious
Investment method
None

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

0.43 %

1 Year rank in sector

97/102

Sector

FO Mixed Asset - Cautious

Yield
-
Fund size

£ 64.0 m

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

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund-0.66 %-0.89 %0.43 %0 %0 %
Sector0.98 %2.57 %5.11 %8.97 %17.13 %
Rank within sector104 / 107104 / 10697 / 102 / /
Quartile th4 th4 th4 th th th

Calendar performance

YTD-20182017201620152014
Fund-0.27 %0.63 %0 %0 %0 %
Sector0.72 %5.05 %3.63 %-0.7 %4.28 %
Rank within sector103 / 10796 / 101 / / /
Quartile th4 th4 th th th th

Price movement

52 week high26
52 week low25.32
Current bid price0
Current offer price0
Current mid price25.54

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-