Morgan Stanley Investment Funds - Global Brands Fund A (USD)

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Morningstar Rating™(Relative to Category)31/05/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearBelow AverageLow3 star
10-YearAbove AverageLow4 star
OverallAverageLow4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Morgan Stanley Investment Funds - Global Brands Fund A (USD)
  • Morningstar Global TME NR USD
%
Volatility Measurements31/05/2024
 
3-Yr Std Dev10.09 %
3-Yr Mean Return6.61 %
 
3-Yr Sharpe Ratio0.37
 
Modern Portfolio Statistics31/05/202431/05/2024
 Standard IndexBest Fit Index
 Morningstar Global TME NR USD  Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR
3-Yr Beta0.810.85
3-Yr Alpha-2.470.26
 
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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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