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

Morgan Stanley Investment Funds - Global Balanced Income Fund CHR (USD)

Fund

ISIN LU1279371170 / Valor 29367095

NAV (2025-02-07)
USD 19.74%

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

The fund aims to generate regular income and provide an attractive level of total return while incorporating ESG considerations.

Fund Exposure

The fund invests primarily in equities, fixed income, commodity-linked investments, and cash. It also considers Environmental, Social & Governance (ESG) factors in assessing potential return and contribution to portfolio risk. Income is enhanced by the sale of put options on major equity indices.

Risks

Risks associated with this fund include potential impacts from exchange rate movements, interest rate changes affecting bond values, sensitivity of financial derivative instruments, issuer credit risk, reliance on third parties for services, sustainability factors affecting asset values, liquidity risks in buying or selling securities, and increased risks in emerging markets. The derivative strategy used by the fund to increase income also poses potential risks of losses.

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Source

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

Tags:
multi asset income

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OTHER SHARE CLASSES OF THIS FUND

Morgan Stanley Investment Funds - Global Balanced Income Fund IHR (USD)
Morgan Stanley Investment Funds - Global Balanced Income Fund IHR (USD) Morgan Stanley Investment Funds - Global Balanced Income Fund IHR (USD) Valor: 29367096
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.00%USD 23.34
Morgan Stanley Investment Funds - Global Balanced Income Fund AR
Morgan Stanley Investment Funds - Global Balanced Income Fund AR Morgan Stanley Investment Funds - Global Balanced Income Fund AR Valor: 26155511
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.00%EUR 19.22
Morgan Stanley Investment Funds - Global Balanced Income Fund IH (USD)
Morgan Stanley Investment Funds - Global Balanced Income Fund IH (USD) Morgan Stanley Investment Funds - Global Balanced Income Fund IH (USD) Valor: 11528362
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.81%USD 29.81
Morgan Stanley Investment Funds - Global Balanced Income Fund Z
Morgan Stanley Investment Funds - Global Balanced Income Fund Z Morgan Stanley Investment Funds - Global Balanced Income Fund Z Valor: 26155486
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Annual Return

-50%0%+50%

Risk level

110
0.00%EUR 36.28
Morgan Stanley Investment Funds - Global Balanced Income Fund AHR (USD)
Morgan Stanley Investment Funds - Global Balanced Income Fund AHR (USD) Morgan Stanley Investment Funds - Global Balanced Income Fund AHR (USD) Valor: 26155549
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.00%USD 20.70
Morgan Stanley Investment Funds - Global Balanced Income Fund I
Morgan Stanley Investment Funds - Global Balanced Income Fund I Morgan Stanley Investment Funds - Global Balanced Income Fund I Valor: 31356560
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.00%EUR 33.80
Morgan Stanley Investment Funds - Global Balanced Income Fund CR
Morgan Stanley Investment Funds - Global Balanced Income Fund CR Morgan Stanley Investment Funds - Global Balanced Income Fund CR Valor: 26155535
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.00%EUR 17.72
Morgan Stanley Investment Funds - Global Balanced Income Fund BR
Morgan Stanley Investment Funds - Global Balanced Income Fund BR Morgan Stanley Investment Funds - Global Balanced Income Fund BR Valor: 26155525
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.00%EUR 17.19
Morgan Stanley Investment Funds - Global Balanced Income Fund AHRM (USD)
Morgan Stanley Investment Funds - Global Balanced Income Fund AHRM (USD) Morgan Stanley Investment Funds - Global Balanced Income Fund AHRM (USD) Valor: 40511355
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.04%USD 23.20
Morgan Stanley Investment Funds - Global Balanced Income Fund ZH (USD)
Morgan Stanley Investment Funds - Global Balanced Income Fund ZH (USD) Morgan Stanley Investment Funds - Global Balanced Income Fund ZH (USD) Valor: 35561709
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.00%USD 36.40