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Morgan Stanley Diversified Alpha Plus ZH GBP

Ranked 2 out of 17 in - Multi Strategy over 12 months
All calculations are in GBP

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.

Performance

Multi Strategy over : 30/09/2013 - 30/09/2014
  • Rank 2/17 Total Return
  • Rank 16/17 Standard Deviation
  • Rank 13/17 Max Drawdown
Fund Name Return
1 Nordea 1 - Alpha 15 HBI GBP

Currency exposure is hedged

Currency exposure is hedged

13.4%

2 Morgan Stanley Diversified Alpha Plus ZH GBP

Currency exposure is hedged

Currency exposure is hedged

9.2%

3 Standard Life Inv Glo Abs Ret Strategies Inst Acc

8.0%

4 SLI Glo SICAV Glbl Abs Rtn Strategies AH GBP

Currency exposure is hedged

Currency exposure is hedged

7.4%

5 Odey Odyssey GBP I Inc

7.3%

Fund Name Risk
13 MFS Meridian Funds Absolute Return I1 GBP

1.7

14 Veritas Global Real Return GBP B

Currency exposure is hedged

Currency exposure is hedged

1.8

15 Odey Odyssey GBP I Inc

2.1

16 Morgan Stanley Diversified Alpha Plus ZH GBP

Currency exposure is hedged

Currency exposure is hedged

2.2

17 Nordea 1 - Alpha 15 HBI GBP

Currency exposure is hedged

Currency exposure is hedged

3.6

Fund Name Loss
11 Wellington Multi-Asset Absolute Ret Pfl S Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

-3.7%

12 FP Distinction Diversified Real Return A Acc

-4.0%

13 Morgan Stanley Diversified Alpha Plus ZH GBP

Currency exposure is hedged

Currency exposure is hedged

-4.1%

14 Odey Odyssey GBP I Inc

-4.2%

15 MFS Meridian Funds Absolute Return I1 GBP

-6.0%

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 4.5% 2.5% -2.7% 4.8%
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%
2010 2.6% 2.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Hong Kong
  9. Ireland
  10. Italy
  11. Luxembourg
  12. Netherlands
  13. Norway
  14. Portugal
  15. Singapore
  16. Spain
  17. Sweden
  18. Switzerland
  19. United Kingdom

Fund Info

  • Launch date29/10/2010
  • Share Class size800Mn
  • Base currencyGBP
  • ISIN LU0415628626
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. additional investment0

Charges

  • Annual management0.8%

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 GBP).