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Morgan Stanley Diversified Alpha Plus ZH GBP

Ranked 22 out of 23 in - Multi Strategy over 12 months
All calculations are in GBP unless stated

Objective

The investment objective is to provide an absolute return while actively managing total portfolio risk. 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 eligible structured products.

Showing fund performance in United Kingdom View performance globally

Performance

Multi Strategy over : 30/04/2015 - 30/04/2016
  • Rank 22/23 Total Return
  • Rank 12/23 Standard Deviation
  • Rank 21/23 Max Drawdown
Fund Name Currency Return
19 MLIS Och-Ziff European MultiStrat UCITS GBP B Acc GBP

-6.7%

20 GAM Star Flexible Global Portfolio GBP Acc GBP

-6.9%

21 FP Distinction Diversified Real Return B Acc GBP

-7.8%

22 Morgan Stanley Diversified Alpha Plus ZH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-8.6%

23 Odey Odyssey GBP I Inc GBP

-25.1%

Fund Name Currency Risk
10 Standard Life Inv Glo Abs Ret Strategies Inst Acc GBP

4.6

11 Goldman Sachs Abs Return Tracker Pf I Acc GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

4.9

12 Morgan Stanley Diversified Alpha Plus ZH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

4.9

13 TM Fulcrum Diversified Absolute Return C GBP Acc GBP

5.0

14 FP Distinction Diversified Real Return B Acc GBP

5.1

Fund Name Currency Loss
19 MLIS Och-Ziff European MultiStrat UCITS GBP B Acc GBP

-9.1%

20 GAM Star Flexible Global Portfolio GBP Acc GBP

-9.9%

21 Morgan Stanley Diversified Alpha Plus ZH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-10.4%

22 Artemis Strategic Assets R Acc GBP

-12.6%

23 Odey Odyssey GBP I Inc GBP

-26.9%

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -1.0%
2015 -10.8% -1.1% -5.0% -3.0% -2.2%
2014 1.2% 2.5% -2.7% 4.8% -3.1%
2013 17.7% 3.4% 8.1% 0.9% 4.5%
2012 9.4% 5.2% 1.4% 3.1% -0.6%
2011 -1.1% -1.0% -1.5% -4.8% 6.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. Finland
  3. France
  4. Germany
  5. Greece
  6. Ireland
  7. Italy
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Portugal
  12. Singapore
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date29/10/2010
  • Share Class size1,528Mn
  • Base currencyGBP
  • ISIN LU0415628626
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.80%

Related News

Morgan Stanley launches low-volatility version of £5bn Gars beater

Morgan Stanley has launched a lower-volatility version of its giant multi-asset fund, which is managed by Citywire A-rated star Cyril Moulle-Berteaux.

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