Morgan Stanley Investment Funds - Global Balanced Defensive Fund B header image

Morgan Stanley Investment Funds - Global Balanced Defensive Fund B

Fund

ISIN LU1445734046 / Valor 33259681

NAV (2024-10-22)
EUR 24.46-0.16%

Morgan Stanley Investment Funds - Global Balanced Defensive Fund B
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General Objective

The fund seeks an attractive level of total return by managing a broad asset mix within a targeted risk range of 2-6%, which is subject to change. The fund invests primarily in equities, fixed income, commodity-linked investments, and cash. Environmental, Social & Governance (ESG) factors may be considered in assessing potential return and contribution to portfolio risk.

Fund Exposure

The fund is exposed to a mix of asset classes including fixed income, equity, commodities, and cash. It also considers ESG factors in its investment decisions. The regional exposure of the equity holdings includes Europe, North America, Emerging Markets, Japan, and Asia ex Japan.

Risks

Investors should be aware that past performance is not a reliable indicator of future results. Returns may increase or decrease as a result of currency fluctuations. The value of investments and income from them can go down as well as up, and investors may not get back the amount invested. There are additional risks involved with this type of investment, and investors are advised to refer to the Prospectus and relevant Key Investor Information for full risk disclosure.

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Source

https://www.morganstanley.com/im/en-lu/institutional-investor/funds-and-performance/morgan-stanley-investment-funds/multi-asset/global-balanced-defensive-fund.html

Tags:
multi asset income global balanced fund

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OTHER SHARE CLASSES OF THIS FUND

Morgan Stanley Investment Funds - Global Balanced Defensive Fund A
Morgan Stanley Investment Funds - Global Balanced Defensive Fund A Morgan Stanley Investment Funds - Global Balanced Defensive Fund A Valor: 33259676
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Annual Return

-50%0%+50%

Risk level

110
-0.19%EUR 26.54
Morgan Stanley Investment Funds - Global Balanced Defensive Fund Z
Morgan Stanley Investment Funds - Global Balanced Defensive Fund Z Morgan Stanley Investment Funds - Global Balanced Defensive Fund Z Valor: 33259685
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Annual Return

-50%0%+50%

Risk level

110
-0.14%EUR 28.11
Morgan Stanley Investment Funds - Global Balanced Defensive Fund C
Morgan Stanley Investment Funds - Global Balanced Defensive Fund C Morgan Stanley Investment Funds - Global Balanced Defensive Fund C Valor: 33259682
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.20%EUR 25.06