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Morgan Stanley Dvsfd Alpha Plus ZH GBP

Ranked 14 out of 31 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, currencies and commodities.

Showing fund performance in United Kingdom View performance globally

Performance

Multi Strategy over : 30/06/2016 - 30/06/2017
  • Rank 14/31 Total Return
  • Rank 21/31 Standard Deviation
  • Rank 21/31 Max Drawdown
Fund Name Currency Return
12 MLIS AQR Global Relative Value UCITS GBP A Acc GBP

4.9%

13 Invesco Perpetual Global Targeted Returns Acc GBP

4.7%

14 Morgan Stanley Dvsfd Alpha Plus ZH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

4.7%

15 Invesco Global Targeted Returns A Acc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

4.5%

16 JPM Systematic Alpha A Acc GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

3.7%

Fund Name Currency Risk
19 Deutsche Concept Kaldemorgen GBP CH RD

Currency exposure is hedged

Currency exposure is hedged

GBP

3.9

20 Insight Global Absolute Return Inst W Acc GBP

4.1

21 Morgan Stanley Dvsfd Alpha Plus ZH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

4.2

21 Sanlam FOUR Multi-Strategy Founder GBP GBP

4.2

23 InRIS UCITS PLC-R CFM Diversified NI GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

4.4

Fund Name Currency Loss
19 Veritas Global Real Return GBP B GBP

-2.1%

20 GAM Systematic Alternative Risk Premia GBP Ins Acc GBP

-2.2%

21 Morgan Stanley Dvsfd Alpha Plus ZH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.5%

22 InRIS UCITS PLC-R CFM Diversified NI GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.6%

23 MLIS AQR Global Relative Value UCITS GBP A Acc GBP

-2.6%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 -1.0% 2.9%
2016 -3.8% -1.0% -5.4% -0.7% 3.4%
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. Austria
  2. Chile
  3. Finland
  4. France
  5. Germany
  6. Greece
  7. Ireland
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Portugal
  13. Singapore
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date29/10/2010
  • Share Class size242Mn
  • Base currencyGBP
  • ISIN LU0415628626
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.80%

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