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
Manfred Hui
since 23/08/2016
Fund objective
Seeks an attractive level of total return by managing a broad asset mix within a targeted risk range of 2-6%, 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
Cautious
Investment method
None

Performance snapshot

Quick stats

1 Year return

2.29 %

1 Year rank in sector

73/99

Sector

FO Mixed Asset - Cautious

Yield
-
Fund size

£ 61.9 m

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

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.04 %-1.12 %2.29 %0 %0 %
Sector0.18 %1.95 %4.08 %7.63 %17.47 %
Rank within sector65 / 10697 / 10473 / 99 / /
Quartile th3 rd4 th3 rd th th

Calendar performance

YTD-20172016201520142013
Fund0.16 %0 %0 %0 %0 %
Sector3.74 %3.63 %-0.7 %4.28 %4.19 %
Rank within sector90 / 100 / / / /
Quartile th4 th th th th th

Price movement

52 week high26
52 week low24.87
Current bid price0
Current offer price0
Current mid price25.49

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-