Morgan Stanley Investment Funds - Global Fixed Income Opportunities Fund Z
ISIN: LU0694239061
Categoria Morningstar: Global Flexible Bond - USD Hedged
Empresa: Morgan Stanley IM
ISIN: LU0694239061
Categoria Morningstar: Global Flexible Bond - USD Hedged
Empresa: Morgan Stanley IM
The Fund’s investment objective is to provide an attractive level of total return, measured in U.S. Dollars, through investment in global fixed income securities. The Fund will seek to achieve the investment policy through allocation across fixed income asset classes as well as through market and instrument selection. The Fund will invest primarily in the global securities of corporate, government and government related issuers across a spectrum of fixed income asset classes including high yield bonds, investment-grade bonds, mortgage-backed securities, convertibles and currencies, and subject to applicable law, in other asset-backed securities, loan participations and loan assignments, to the extent that these instruments are securitised.
Rentabilidade anual | 1 ano | 3 anos | 5 anos | Início | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidade anual: Fundo | 1 ano: 8,46 | 3 anos: 4,50 | 5 anos: 3,13 | Início: 6,18 | 2024: 3,46 | 2023: 4,88 | 2022: -1,21 | 2021: 7,70 | 2020: -3,99 |
Rentabilidade anual: Categoria | 1 ano: 8,39 | 3 anos: 3,71 | 5 anos: 2,79 | Início: - | 2024: 3,22 | 2023: 4,29 | 2022: -2,53 | 2021: 7,86 | 2020: -3,12 |
Rentabilidade anual: Percentil | 1 ano: 60,00 | 3 anos: 38,00 | 5 anos: 39,00 | Início:- | 2024: 62,00 | 2023: 46,00 | 2022: 23,00 | 2021: 26,00 | 2020: 79,00 |
Risco | Volatilidade | Rácio de Sharpe | Correlação | Beta | Alfa | Tracking error | Rácio de informação |
---|---|---|---|---|---|---|---|
Risco: 3 anos | 1 Volatilidade: 6,14 | 3 Rácio de Sharpe: -0,55 | 5 Correlação: 88,96 | Beta: 0,63 | Alfa: 0,58 | Tracking error: 2,72 | Rácio de informação: 0,80 |