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 9 out of 41 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 : 31/12/2017 - 31/12/2018
  • Rank 9/41 Total Return
  • Rank 27/41 Standard Deviation
  • Rank 10/41 Max Drawdown
Fund Name Currency Return
7 Deutsche Concept Kaldemorgen GBP CH RD

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.3%

8 JPM Global Macro Opportunities C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.4%

9 Morgan Stanley Global Multi-Asset Opps ZH GBP Cap

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.5%

10 Blackstone Diversified Multi-Strategy I (GBP) Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.0%

11 JPM Global Macro Opportunities A Net Acc GBP

-2.1%

Fund Name Currency Risk
25 Nordea 1 - Alpha 10 MA HAC GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

5.4

26 SLI Glo SICAV Global Focused Strategies D Acc GBPH

Currency exposure is hedged

Currency exposure is hedged

GBP

5.5

27 Morgan Stanley Global Multi-Asset Opps ZH GBP Cap

Currency exposure is hedged

Currency exposure is hedged

GBP

5.6

28 TM Fulcrum Diversified Absolute Return C GBP Acc GBP

5.9

29 MLIS AQR Global Relative Value UCITS GBP A Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

6.1

Fund Name Currency Loss
8 GAM Systematic Alternative Risk Premia GBP Ins Acc GBP

-4.0%

9 Cassiopeia UCITS D GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.9%

10 Morgan Stanley Global Multi-Asset Opps ZH GBP Cap

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.0%

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

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.0%

12 Legg Mason EnTrustPermal Alt Inc Strat R HGBP D+Q

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.5%

Total Return

Quarterly Performance

to 31/12/2018 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 size37Mn
  • 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).