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Morgan Stanley Diversified Alpha Plus ZH GBP

Ranked 28 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 : 31/10/2015 - 31/10/2016
  • Rank 28/30 Total Return
  • Rank 23/30 Standard Deviation
  • Rank 28/30 Max Drawdown
Fund Name Currency Return
26 UBS O’Connor Oppnstic UCITS GBP Hdg Q PF Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.7%

27 SLI Glo SICAV Glbl Abs Rtn Strategies AH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.8%

28 Morgan Stanley Diversified Alpha Plus ZH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-8.1%

29 SLI Glo SICAV Global Focused Strategies DH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-8.8%

30 Odey Odyssey GBP I Inc GBP

-18.3%

Fund Name Currency Risk
21 InRIS UCITS PLC-R CFM Diversified NI GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

5.4

22 SLI Glo SICAV Global Focused Strategies DH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

5.9

23 Morgan Stanley Diversified Alpha Plus ZH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

5.9

24 JPM Global Macro Opportunities C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

6.0

25 MLIS Och-Ziff European MultiStrat UCITS GBP B Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

6.4

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

Currency exposure is hedged

Currency exposure is hedged

GBP

-6.6%

27 GAM Star Flexible Global Portfolio GBP Acc GBP

-6.8%

28 Morgan Stanley Diversified Alpha Plus ZH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-8.6%

29 SLI Glo SICAV Global Focused Strategies DH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-10.2%

30 Odey Odyssey GBP I Inc GBP

-20.9%

Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 -1.0% -5.4% -0.7%
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 size1,171Mn
  • 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).