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Morgan Stanley Investment Funds Global Balanced Risk Control Fund of Funds A (USD)/  LU2473713621  /

Fonds
NAV20/09/2024 Chg.+0.0700 Type of yield Investment Focus Investment company
28.8400USD +0.24% reinvestment Mixed Fund Worldwide MSIM Fund M. (IE) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2022 - - - - - -5.64 0.85 -3.03 -5.07 -0.18 6.54 1.37 -
2023 4.70 -3.08 2.13 1.02 -2.67 4.45 3.14 -3.63 -4.37 -3.10 7.48 4.87 +10.51%
2024 -0.50 1.77 2.31 -2.59 1.82 0.97 1.59 3.46 1.41 - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 8.40% 8.70% 9.43% -% -%
Sharpe ratio 1.38 1.43 1.48 - -
Best month +4.87% +3.46% +7.48% +7.48% -
Worst month -2.59% -2.59% -4.37% -5.64% -
Maximum loss -4.47% -4.47% -6.51% - -
Outperformance - - - - -
 
All quotes in USD

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Morgan Stanley Investment Funds ... reinvestment 36.8100 +11.75% -
Morgan Stanley Investment Funds ... reinvestment 28.8400 +17.43% -
Morgan Stanley Investment Funds ... reinvestment 47.1700 +14.35% +3.65%
MSIF Gl.Balanc.Risk Control F.o.... reinvestment 32.3000 +15.73% +7.56%
Morgan Stanley Investment Funds ... reinvestment 41.8300 +12.87% -0.29%
MSIF Gl.Balanc.Risk Control F.o.... reinvestment 38.3200 +14.76% +5.36%
MSIF Gl.Balanc.Risk Control F.o.... reinvestment 30.6300 +14.29% +3.51%

Performance

YTD  
+10.58%
6 Months  
+7.73%
1 Year  
+17.43%
3 Years     -
5 Years     -
10 Years     -
Since start  
+16.86%
Year
2023  
+10.51%