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MS INVF Global Multi-Asset Opps ZH GBP

Ranked 26 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 : 30/04/2018 - 30/04/2019
  • Rank 26/42 Total Return
  • Rank 13/42 Standard Deviation
  • Rank 13/42 Max Drawdown
Fund Name Currency Return
24 JPM Global Macro Opportunities A Net Acc GBP

-1.8%

25 UNI-Global - Cross Asset Navigator RAH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.9%

26 MS INVF Global Multi-Asset Opps ZH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.3%

27 Invesco Global Targeted Returns A Acc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.4%

28 Invesco Global Targeted Returns (UK) Acc GBP

-2.8%

Fund Name Currency Risk
11 Standard Life Inv Glo Abs Ret Strategies Inst Acc GBP

4.1

12 SLI Glo SICAV Glbl Abs Rtn Strategies A Acc GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

4.2

13 MS INVF Global Multi-Asset Opps ZH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

4.6

14 JPM Global Macro Opportunities A Net Acc GBP

4.8

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

Currency exposure is hedged

Currency exposure is hedged

GBP

4.8

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

-4.6%

12 SLI Glo SICAV Glbl Abs Rtn Strategies A Acc GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.7%

13 MS INVF Global Multi-Asset Opps ZH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.8%

14 CS (Lux) Liquid Alternative Beta UBH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.8%

15 SLI Glo SICAV Global Focused Strategies D Acc GBPH

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.9%

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

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.9%

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 size30Mn
  • Base currencyGBP
  • 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).