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MORGAN STANLEY GLOBAL BALANCED RISK CONTROL ZH GBP

PRICE (INC)

-

PRICE (ACC)

2829p

INITIAL CHARGE

1%

0%

ANNUAL MANAGEMENT CHARGE

0.8%

ONGOING CHARGE

1.11%

YIELD

0%

1 YEAR
1.41%
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Prices as at 06 Dec 2023.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

The Funds’ investment objective is to invest in units/shares of other collective investment schemes to provide an attractive level of total return, measured in Euro, while actively managing total portfolio risk. The Fund is managed within a clearly-defined, risk-controlled framework, actively managing the volatility level in line with a pre-defined target volatility. The Investment Adviser adjusts the portfolio positioning in a balanced mix of equity, fixed income, cash and commodity-linked securities, aiming to maintain a stable risk profile using an ex-ante approach. The Fund will implement tactical views on global fixed income and equity asset classes by investing primarily in undertakings for collective investments (“UCI”) including the Company’s Funds, ETFs, futures, investment funds managed by the Investment Adviser or its affiliates and other collective investment schemes.

Fund summary

Sector
StructureOFFSHORE FUND
LaunchedOctober 2017
Size£2,172m
Yield0%
Dividends paidAccumulation units only

Charges

Standard Initial Charge1%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.8%
Ongoing Charges Figure1.11%

Investment Process

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning