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
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

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

2.96 %

1 Year rank in sector

72/102

Sector

FO Mixed Asset - Cautious

Yield
-
Fund size

£ 63.6 m

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

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund0.9 %-0.43 %2.96 %0 %0 %
Sector0.99 %2.55 %4.39 %10.83 %18.07 %
Rank within sector51 / 109102 / 10772 / 102 / /
Quartile th2 nd4 th3 rd th th

Calendar performance

YTD-20172016201520142013
Fund1.1 %0 %0 %0 %0 %
Sector4.67 %3.63 %-0.7 %4.28 %4.19 %
Rank within sector92 / 103 / / / /
Quartile th4 th th th th th

Price movement

52 week high26
52 week low24.87
Current bid price0
Current offer price0
Current mid price25.73

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-