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Morgan Stanley Global Multi-Asset Opps A EUR

Ranked 59 out of 63 in - Multi Strategy over 36 months
All calculations are in EUR 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 globally. You can view performance in individual jurisdictions.

Performance

Multi Strategy over : 31/12/2014 - 31/12/2017
  • Rank 59/63 Total Return
  • Rank 11/63 Standard Deviation
  • Rank 50/63 Max Drawdown
Fund Name Currency Return
57 Rivoli Capital P EUR

-6.7%

58 Method Inv SICAV Attractive Glb Opp I EUR H C

Currency exposure is hedged

Currency exposure is hedged

EUR

-10.5%

59 Morgan Stanley Global Multi-Asset Opps A EUR EUR

-13.2%

60 Robeco QI GTAA Plus D EUR EUR

-23.0%

61 Bankinter Kilimanjaro, FI EUR

-23.7%

Fund Name Currency Loss
48 MFS Meridian Funds-Absolute Return A1 EUR EUR

-11.9%

49 JPM Global Macro Opportunities A Acc EUR EUR

-12.6%

50 Morgan Stanley Global Multi-Asset Opps A EUR EUR

-14.0%

51 THEAM Quant FI High Vol I EUR

-14.3%

52 Method Inv SICAV Attractive Glb Opp I EUR H C

Currency exposure is hedged

Currency exposure is hedged

EUR

-14.8%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 -3.2% -1.1% 1.3% -1.9% -1.6%
2016 -3.4% -0.8% -3.2% -0.7% 1.3%
2015 -7.2% -1.0% -3.0% -2.0% -1.5%
2014 2.1% -2.0%

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. Spain
  12. Sweden
  13. Switzerland

Fund Info

  • Launch date22/04/2014
  • Share Class size12Mn
  • Base currencyEUR
  • ISIN LU1055185877

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.65%
  • Initial investment1.65

Related News

Morgan Stanley to merge away flagship multi-strategy fund

Exclusive: fund that has slumped by €6 billion in two years to be merged away.

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