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.