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MS INVF Global Multi-Asset Opps ZH GBP

Ranked 30 out of 40 in - Multi Strategy over 12 months
All calculations are in GBP unless stated

Objective

The fund's objective is to provide an absolute return while actively managing total portfolio risk. The Investment Adviser seeks to manage downside risk and to target volatility below that of the Diversified Alpha Plus Fund. The Fund will seek to achieve its investment objective by investing in baskets of stocks, ETFs, bonds and derivatives. The Fund may take both long and short positions, either directly or (specifically in the case of short positions) through the use of derivatives, in a diversified range of equity and equity related securities of any market capitalisation, Fixed Income Securities and, currencies and commodities.

Showing fund performance in United Kingdom View performance globally

Performance

Multi Strategy over : 31/03/2018 - 31/03/2019
  • Rank 30/40 Total Return
  • Rank 14/40 Standard Deviation
  • Rank 17/40 Max Drawdown
Fund Name Currency Return
28 Invesco Global Targeted Returns (UK) Acc GBP

-2.7%

29 JPM Global Macro Opportunities C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.8%

30 MS INVF Global Multi-Asset Opps ZH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.9%

31 JPM Global Macro Opportunities A Net Acc GBP

-3.4%

32 Quoniam Funds Selion Altern Risk Premia GBP HG IA

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.2%

Fund Name Currency Risk
12 JPM Global Macro Opportunities A Net Acc GBP

4.3

13 Uni-Global Alternative Risk Premia RAH-GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

4.5

14 MS INVF Global Multi-Asset Opps ZH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

4.6

15 Neuberger Berman Uncorrelated Strategies HGBP I5Ac

Currency exposure is hedged

Currency exposure is hedged

GBP

4.7

16 Franklin K2 Alternative Strategies I (acc) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

4.7

16 JPM Global Macro Opportunities C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

4.7

Fund Name Currency Loss
16 Invesco Global Targeted Returns (UK) Acc GBP

-5.0%

17 MS INVF Global Multi-Asset Opps ZH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.0%

18 GAM Star Flexible Global Portfolio GBP Acc GBP

-5.0%

19 Invesco Global Targeted Returns A Acc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.1%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 0.0%
2018 -1.5% 1.4% -2.1% -2.1% 1.4%
2017 -1.4% -1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Ireland
  3. Luxembourg
  4. Netherlands
  5. Switzerland
  6. United Kingdom

Fund Info

  • Launch date20/06/2017
  • Share Class size29Mn
  • Base currencyUSD
  • ISIN LU1578117464
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.70%
  • Initial investment0.70%

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