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Morgan Stanley International Equity (ex US) I USD

classificato 1 su 1 di - Globale escluso Stati Uniti su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

William Lock

Bruno Paulson

London-based Bruno Paulson is a portfolio manager for Morgan Stanley. He is co-manager of the firm’s Global Brands funds and joined Morgan Stanley in 2009 from Sanford Bernstein, where he was a Senior Analyst covering the financial sector. Paulson has also worked as a manager at the Boston Consulting Group. He attended INSEAD, where he received an MBA. Paulson was also a Research Fellow in Political Economy at Nuffield College, Oxford University, and holds a BA in Politics, Philosophy and Economics from Keble College, Oxford.

Obiettivo

The investment objective is to seek an attractive long term rate of return, measured in US Dollars. The Fund will seek to achieve its investment objective by investing principally in equity securities, including depositary receipts (including American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs), of companies located in the world’s developed countries excluding the United States of America. The Fund will invest in a diversified portfolio of companies using in-depth bottom-up fundamental company research.

Performance

Globale escluso Stati Uniti su un periodo di : 31/03/2017 - 31/03/2018
  • Classificazione 1/1 Rendimento totale
  • Classificazione 1/1 Deviazione Standard
  • Classificazione 1/1 Perdita Massima

Rendimento totale

Performance trimestrale

a 31/03/2018 Annuale T1 T2 T3 T4
2018 -4,4%
2017 9,8% 6,3% 1,6% -1,0% 2,8%
2016 0,4% -7,7% 1,4% 2,1% 4,9%
2015 11,9% 17,8% -1,1% -10,3% 7,0%

Performance mensile

Rendimento vs rischio

Registrato Per La Vendita In

  1. Austria
  2. Finlandia
  3. Francia
  4. Germania
  5. Irlanda
  6. Italia
  7. Lussemburgo
  8. Paesi Bassi
  9. Norvegia
  10. Singapore
  11. Spagna
  12. Svezia
  13. Svizzera
  14. Regno Unito

Informazioni sul fondo

  • Inizio collocamento18/11/2014
  • Dimensione share class20Mn
  • Valuta di baseUSD
  • ISIN LU1121076738

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo500.000
  • Investimento aggiuntivo minimo50.000

Commissioni

  • Commissioni di gestione annuale0,75%

La performance è relativa al periodo indicato (da fine mese a fine mese, bid/bid, reddito lordo reinvestito, calcolato in EUR).