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Morgan Stanley Investment Funds - Global Balanced Defensive Fund Z (0P00018CPD.F)

Frankfurt - Frankfurt Delayed Price. Currency in EUR
25.14-0.02 (-0.08%)
At close: 10:00PM CEST

Morgan Stanley Investment Funds - Global Balanced Defensive Fund Z

The Observatory, 7-11 Sir John Rogerson’s Quay, Dublin 2

Management Information
,Lead Manager since August 23, 2016
Manfred is a member of the Global Asset Allocation team. He joined Morgan Stanley in 2007 and has ten years of industry experience. Prior to joining the firm, Manfred worked for the market risk team at Dresdner Kleinwort. Manfred received a B.Sc. in Computer Science from King's College London University and a M.Sc. in Finance from Hong Kong University. Manfred is a CFA charterholder.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

Fund FamilyMSIM Fund Management (Ireland) Limited
Net Assets47.64M
YTD ReturnN/A
Morningstar Rating★★★
Inception DateAug 23, 2016

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover140.70%
Average for CategoryN/A

Fees & Expenses

Expense0P00018CPD.FCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A