Morgan Stanley Investment Funds - Global Convertible Bond Fund ZRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 18.5 | 4.8 | -1.4 | 6.2 | 2.5 | |
+/-Cat | 3.9 | 3.3 | 3.1 | 4.6 | -0.7 | |
+/-B’mrk | - | - | - | - | - | |
Category: Convertible Bond - Global, USD Hedged | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 18/04/2024 | USD 48.71 | |
Day Change | -0.22% | |
Morningstar Category™ | Convertible Bond - Global, USD Hedged | |
ISIN | LU0360484413 | |
Fund Size (Mil) 18/04/2024 | USD 800.10 | |
Share Class Size (Mil) 18/04/2024 | USD 392.24 | |
Max Initial Charge | 1.00% | |
Ongoing Charge 31/03/2023 | 0.73% |
Investment Objective: Morgan Stanley Investment Funds - Global Convertible Bond Fund Z |
The Fund’s investment objective is to seek long-term capital appreciation, measured in U.S. Dollars, through investment primarily in convertible bonds issued by companies organised or operating in either the developed or emerging markets which will be denominated in global currencies. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Tom Wills 31/03/2010 | ||
Andrew Cohen 01/10/2022 | ||
Inception Date 06/08/2010 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Refinitiv Global Focus Hgd CB TR USD | - |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Morgan Stanley Investment Funds - Global Convertible Bond Fund Z | 31/03/2024 |
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
|