Morgan Stanley Investment Funds - Asian Property Fund IX

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Morningstar Rating™(Relative to Category)30/09/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageLow3 star
5-YearBelow AverageBelow Average3 star
10-YearLowBelow Average2 star
OverallBelow AverageBelow Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Morgan Stanley Investment Funds - Asian Property Fund IX
  • Morningstar APAC Real Est TME NR USD
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev10.85 %
3-Yr Mean Return-4.05 %
 
3-Yr Sharpe Ratio-0.68
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar APAC Real Est TME NR USD  Morningstar APAC Real Est GR USD
3-Yr Beta0.720.79
3-Yr Alpha-3.81-3.13
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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