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Morgan Stanley Investment Funds - Global Balanced Risk Control Fund of Funds Z (0P0000V7H8)

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50.620 +0.020    +0.04%
03/11 - Closed. Currency in EUR
Type:  Fund
Market:  Luxembourg
Issuer:  Morgan Stanley Investment Management (ACD) Limited
ISIN:  LU0706093803 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.2B
Morgan Stanley Investment Funds Global Balanced Ri 50.620 +0.020 +0.04%

0P0000V7H8 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Morgan Stanley Investment Funds Global Balanced Ri (0P0000V7H8) fund. Our Morgan Stanley Investment Funds Global Balanced Ri portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 4.400 4.950 0.550
Shares 51.110 51.110 0.000
Bonds 51.830 54.850 3.020
Convertible 0.120 0.120 0.000
Preferred 0.040 0.040 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 19.655 16.922
Price to Book 3.117 2.530
Price to Sales 2.724 1.904
Price to Cash Flow 14.714 10.206
Dividend Yield 1.708 2.389
5 Years Earnings Growth 9.999 10.350

Sector Allocation

Name  Net % Category Average
Technology 25.910 20.149
Financial Services 18.410 16.253
Consumer Cyclical 13.340 11.737
Industrials 13.120 12.917
Communication Services 9.600 7.987
Healthcare 7.430 11.165
Consumer Defensive 4.440 6.959
Basic Materials 3.090 7.014
Energy 1.890 4.096
Utilities 1.390 3.146
Real Estate 1.370 2.614

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 116

Number of short holdings: 1

Name ISIN Weight % Last Change %
MS INVF Global Bond NH1 EUR LU2646745906 17.31 - -
  Source S&P 500 UCITS IE00B3YCGJ38 14.37 1,353.66 -0.65%
MS INVF US Growth N LU0365479442 5.07 - -
  iShares $ TIPS UCITS ETF EUR Hedged (Acc) IE00BDZVH966 5.04 5.42 +0.29%
Vontobel US Equity G EUR LU1787046561 4.95 - -
  Morgan Stanley Investment Funds Global Opportuni LU1149983899 4.94 128.710 -0.33%
  iShares Global Aggregate Bond Hedged Acc IE00BDBRDM35 4.94 4.946 +0.04%
MS INVF US Value N USD Acc LU2620975529 4.56 - -
  iShares Euro Government Bond 1-3Yr UCITS Acc IE00B3VTMJ91 3.73 115.69 0.00%
MS INVF Global Fixed Income Opps NH EUR LU0712124246 3.53 - -

Top Equity Funds by MSIM Fund Management (Ireland) Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  MS Global Brands Fund Ie 17.85B 5.11 9.80 10.48
  MS Global Brands Fund AXe 17.85B 2.07 11.49 9.39
  MS Global Brands Fund Ae 17.85B 5.47 7.63 8.78
  MS Global Brands Fund Be 17.85B 4.86 6.56 7.70
  MS Global Brands Fund Ze 17.85B 2.82 12.59 10.30
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