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MS INVF Global Multi-Asset Income Z EUR

Ranked 3 out of 58 in - Balanced EUR over 12 months
All calculations are in GBP unless stated

Managed by

Mark Bavoso

Cyril Moulle-Berteaux

Sergei Parmenov

Objective

The investment objective seeks to maximize current income with consideration for capital appreciation over time. The Investment Adviser's investment views will be implemented primarily by accessing the following universe of instruments: global equity and equity-linked securities, global fixed income securities, money market instruments and cash.

Showing fund performance in Investment Trust Insider View performance globally
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Performance

Balanced EUR over : 31/03/2018 - 31/03/2019
  • Rank 3/58 Total Return
  • Rank 5/58 Standard Deviation
  • Rank 1/58 Max Drawdown
Fund Name Currency Return
1 Fidelity Funds SMART Gl Def A-EUR GBP

10.4%
2 Bernheim IF SIC-SIF - Globes Family Strategy A EUR GBP

8.6%
3 MS INVF Global Multi-Asset Income Z EUR GBP

8.3%
4 Capital Group Global Allocation (LUX) B USD GBP

7.9%
5 BlackRock Mix Fonds 4 R EUR GBP

7.7%
View full league table
Fund Name Currency Risk
3 MGI Euro Cash M-1 EUR GBP

4.0
4 Pacific Multi-Asset Acc Conservative GBP D1 GBP

4.4
5 MS INVF Global Multi-Asset Income Z EUR GBP

4.5
5 MS INVF Global Balanced Income A EUR GBP

4.5
7 BNPP European Multi-Asset Moderate Privilege GBP

4.5
View full league table
Fund Name Currency Loss
1 MS INVF Global Multi-Asset Income Z EUR GBP

-1.6%
2 Fidelity Funds SMART Gl Def A-EUR GBP

-1.7%
3 Triodos Sustainable Mixed Fund Z Cap GBP

-3.2%
4 MS INVF Global Balanced Z USD GBP

-3.8%
5 BL Global 50 B Cap GBP

-3.9%
View full league table

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.4%
2018 1.2% -3.5% 4.9% 1.0% -1.1%
2017 1.9% 1.6% 0.2% -1.0% 1.1%
2016 26.2% 10.9% 7.2% 5.6% 0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Singapore
  11. Sweden
  12. United Kingdom

Fund Info

  • Launch date01/10/2015
  • Share Class size15Mn
  • Base currencyEUR
  • ISIN LU1258508396

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.75%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).