Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Morgan Stanley Global Multi-Asset Opps ZH GBP Cap

Ranked 7 out of 42 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 : 28/02/2018 - 28/02/2019
  • Rank 7/42 Total Return
  • Rank 25/42 Standard Deviation
  • Rank 14/42 Max Drawdown
Fund Name Currency Return
5 Odey Odyssey GBP I Inc GBP

2.6%

6 Nordea 1 - Alpha 10 MA HAC GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

1.3%

7 Morgan Stanley Global Multi-Asset Opps ZH GBP Cap

Currency exposure is hedged

Currency exposure is hedged

GBP

0.1%

8 Franklin K2 Long Short Credit W (acc) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.1%

9 GAM Systematic Alternative Risk Premia GBP Ins Acc GBP

-0.2%

Fund Name Currency Risk
23 MLIS AQR Global Relative Value UCITS GBP A Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

5.2

24 JPM Global Macro Opportunities C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

5.3

25 Morgan Stanley Global Multi-Asset Opps ZH GBP Cap

Currency exposure is hedged

Currency exposure is hedged

GBP

5.3

26 Goldman Sachs Abs Return Tracker Pf I Acc GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

5.3

27 Insight Global Absolute Return Inst W Acc GBP

5.4

Fund Name Currency Loss
12 TM Fulcrum Diversified Absolute Return C GBP Acc GBP

-4.6%

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

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.9%

14 Morgan Stanley Global Multi-Asset Opps ZH GBP Cap

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.0%

15 Invesco Global Targeted Returns (UK) Acc GBP

-5.0%

16 Cassiopeia UCITS D GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.0%

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
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 size31Mn
  • 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).