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Morgan Stanley Dvsfd Alpha Plus ZH GBP

Ranked 27 out of 30 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 : 30/04/2016 - 30/04/2017
  • Rank 27/30 Total Return
  • Rank 26/30 Standard Deviation
  • Rank 27/30 Max Drawdown
Fund Name Currency Return
25 UBS O’Connor Oppnstic UCITS GBP Hdg Q PF Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.9%

26 SLI Glo SICAV Global Focused Strategies DH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.3%

27 Morgan Stanley Dvsfd Alpha Plus ZH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.2%

28 JPM Global Macro Opportunities C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.3%

29 JPM Global Macro Opportunities A Net Acc GBP

-4.3%

Fund Name Currency Risk
24 Odey Odyssey GBP I Inc GBP

6.6

25 JPM Global Macro Opportunities A Net Acc GBP

6.7

26 Morgan Stanley Dvsfd Alpha Plus ZH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

6.7

27 JPM Global Macro Opportunities C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

6.8

28 Veritas Global Real Return GBP B GBP

8.9

Fund Name Currency Loss
25 SLI Glo SICAV Global Focused Strategies DH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.9%

26 MFS Meridian Funds-Absolute Return I1 GBP GBP

-6.0%

27 Morgan Stanley Dvsfd Alpha Plus ZH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-7.1%

28 JPM Global Macro Opportunities C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-9.6%

29 JPM Global Macro Opportunities A Net Acc GBP

-9.8%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 -1.0%
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 size270Mn
  • 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).