Morgan Stanley Investment Funds - Global Balanced Fund IH (USD) header image

Morgan Stanley Investment Funds - Global Balanced Fund IH (USD)

Fund

ISIN LU1511517952 / Valor 34425875

NAV (2025-03-14)
USD 28.90+0.42%

Morgan Stanley Investment Funds - Global Balanced Fund IH (USD)
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General Objective

The fund aims to generate income and achieve long-term growth for investors.

Fund Exposure

The fund is exposed to a broad mix of assets including equities, fixed income, commodity-linked investments, and cash. It may consider Environmental, Social & Governance (ESG) factors in assessing potential returns and portfolio risk. The fund has regional exposure to North America, Europe, Emerging Markets, Japan, and Asia ex Japan, with sector distribution in Financials, Information Technology, Consumer Discretionary, Industrials, Health Care, Consumer Staples, Energy, Materials, Telecommunication Services, and Utilities.

Risks

The fund is categorized as potentially higher risk with potentially higher rewards based on historic data. Risks include fluctuations in exchange rates, interest rate changes impacting bond values, sensitivity of financial derivative instruments, issuer credit risk, reliance on third parties, liquidity risks, commodity investment volatility, and risks associated with investing in emerging markets. Investors are advised to refer to the Prospectus for full risk disclosures before investing.

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Source

https://www.morganstanley.com/im/de-ch/intermediary-investor/funds-and-performance/morgan-stanley-investment-funds/multi-asset/global-balanced-fund.html

Tags:
esg msci world multi asset

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OTHER SHARE CLASSES OF THIS FUND

Morgan Stanley Investment Funds - Global Balanced Fund I
Morgan Stanley Investment Funds - Global Balanced Fund I Morgan Stanley Investment Funds - Global Balanced Fund I Valor: 12084255
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Annual Return

-50%0%+50%

Risk level

110
0.40%EUR 27.50
Morgan Stanley Investment Funds - Global Balanced Fund Z
Morgan Stanley Investment Funds - Global Balanced Fund Z Morgan Stanley Investment Funds - Global Balanced Fund Z Valor: 33230383
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.42%EUR 31.07
Morgan Stanley Investment Funds - Global Balanced Fund B
Morgan Stanley Investment Funds - Global Balanced Fund B Morgan Stanley Investment Funds - Global Balanced Fund B Valor: 33230379
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.43%EUR 25.92
Morgan Stanley Investment Funds - Global Balanced Fund A
Morgan Stanley Investment Funds - Global Balanced Fund A Morgan Stanley Investment Funds - Global Balanced Fund A Valor: 33230372
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.39%EUR 28.23
Morgan Stanley Investment Funds - Global Balanced Fund C
Morgan Stanley Investment Funds - Global Balanced Fund C Morgan Stanley Investment Funds - Global Balanced Fund C Valor: 33230382
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.42%EUR 26.33
Morgan Stanley Investment Funds - Global Balanced Fund AH (USD)
Morgan Stanley Investment Funds - Global Balanced Fund AH (USD) Morgan Stanley Investment Funds - Global Balanced Fund AH (USD) Valor: 34424867
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.39%USD 28.20