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LU2084862254 - MS INVF Asia Opportunity Fund IH EUR

MS INVF Asia Opportunity Fund IH EUR - LU2084862254

Rentabilidad

Rentabilidad YTD
0,03%
Rentabilidad 1 año
0,14%
Rentabilidad 3 años
0,40%
Rentabilidad 5 años
-0,26%

Información general del fondo LU2084862254

ISIN
LU2084862254
Categoría
Equity
Gestora
Morgan Stanley Investment Management
Equipo gestor
Zhou, Heugh
Clase de activo
Equity
Divisa
EUR
Estilo de inversión
Activa
Benchmark
MSCI All Country Asia ex-Japan Net Index
Patrimonio (AUM)
6.114.622 EUR
Nivel de riesgo (SRRI)
6/7
Fecha de lanzamiento
31/03/2016
Distribución o acumulación
accumulating

Estrategia de inversión

 

The Fund’s investment objective is to seek long term appreciation, measured in US Dollars. The Fund will seek to achieve its investment objective by investing primarily in equity securities, including depositary receipts (including American Depositary Receipts (ADRs), Global Depositary Receipts (GDRs)), of issuers Located in Asia, excluding Japan, and China A-Shares via Stock Connect. With a view to enhancing returns and/or as part of the investment strategy, the Fund may (in accordance with the investment powers and restrictions set out in Appendix A) make use of exchange traded and over-the-counter options, futures and other derivatives for investment or efficient portfolio management (including hedging) purposes.

Ratios del fondo MS INVF Asia Opportunity Fund IH EUR

Comisiones (TER)
0,01%
Comisión de gestión
0,01%
Ratio de Sharpe (3 años)
0,38
Volatilidad (3 años)
0,22%
Máximo drawdown (5 años)
-0,55%

Cartera del fondo

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