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Morgan Stanley Investment Funds - Global Balanced Income Fund Br (0P00014ZQN)
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22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 127.95M
Type:
Fund
Market:
Luxembourg
Issuer:
Morgan Stanley Investment Management (ACD) Limited
Asset Class:
Equity
Morgan Stanley Investment Funds - Global Balanced
18.000
-0.070
-0.39%
- Overview
- Profile
- Historical Data
- Holdings
0P00014ZQN Overview
On this page you'll find an in-depth profile of Morgan Stanley Investment Funds - Global Balanced Income Fund Br. Learn about the key management, total assets, investment strategy and contact information of 0P00014ZQN among other information.
Category
Total Assets
127.95M
Expenses
2.74%
Inception Date
Nov 07, 2014
Investment Strategy
The Fund’s investment objective is to provide regular income and capital appreciation, measured in Euro, through investing primarily in a portfolio of transferable securities and money market instruments globally and through the use of financial derivative instruments. The Fund is managed within a clearly-defined, risk-controlled framework, actively managing the total portfolio risk, by managing the portfolio volatility level in line with a pre-defined target volatility. The Investment Adviser dynamically adjusts the portfolio positioning in a balanced mix of equity, fixed income, cash and commodity-linked securities, aiming to maintain a stable risk profile using an ex-ante approach.
Contact Information
Address
The Observatory, 7-11 Sir John Rogerson’s Quay, Dublin 2
Dublin,
Ireland
Dublin,
Ireland
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Ryan Meredith | - | 2024 | Now |
| Biography | Ryan is the head of the Portfolio Solutions Group at Morgan Stanley Investment Management. He is based in New York and has 21 years of industry experience. Prior to joining the firm in 2007, Ryan was a director in the quantitative research group at Citigroup Alternative Investments, focused on the development of leading-edge modeling and research on portfolio strategy, and a research vice president at Citigroup Asset Management. Previously, he worked in the actuarial departments of both Towers Perrin in London and Alexander Forbes Consultants and Actuaries in South Africa, conducting asset liability modeling and investment research. Ryan received a B.Sc. in mathematical statistics from the University of Witwatersrand in South Africa and a M.Sc. in mathematics of finance from the Courant Institute at New York University. He is a fellowship member of the Faculty of Actuaries in the United Kingdom and holds the Chartered Financial Analyst designation. | ||
| Rui De Figueiredo | Co-Head and Chief Investment Officer of the Solutions & Multi-Asset Group | 2024 | Now |
| Biography | Rui de Figueiredo is Co-Head and Chief Investment Officer of the Solutions & Multi-Asset Group at Morgan Stanley Investment Management. Additionally, he is a member of the Global Investment Committee and of the Investment Management Operating Committee, and a senior sponsor of Investment Management’s Sustainability Council. He has 26 years of industry experience. Prior to his current role, he provided investment leadership to the Portfolio Solutions Group and Hedge Fund Solutions team within Investment Management. | ||
| Damon Wu | - | 2024 | Now |
| Biography | Damon is a Portfolio Manager for the Portfolio Solutions Group at MSIM, heading the team's Quantitative Research. Damon focuses on asset allocation, portfolio optimization and rebalancing and has helped develop and refine the proprietary quant models utilized by the team. He has 16 years of industry experience. Prior to joining the firm in 2008, Damon was an associate at Merrill Lynch, responsible for portfolio construction and quantitative research in the hedge fund development and management team. Damon received a B.S. in Engineering from National Taiwan University and an M.B.A. and M.S. joint degree from Case Western Reserve University. He also holds an M.S. in Computational Finance from Carnegie Mellon University. | ||
| Jim Caron | Managing Director | 2014 | Now |
| Biography | Jim is a portfolio manager and senior member of the MSIM Global Fixed Income team and a member of the Asset Allocation Committee focusing on macro strategies. He joined Morgan Stanley in 2006 and has been with financial industry since 1992. Prior to this role, Jim held the position of global head of interest rates, foreign exchange and emerging markets strategy with Morgan Stanley Research. He authored two interest rate publications, the monthly Global Perspectives and the weekly Interest Rate Strategist. Previously, he was a director at Merrill Lynch where he headed the U.S. interest rate strategy group. Prior to that, Jim held various trading positions. He headed the U.S. options trading desk at Sanwa Bank, was a proprietary trader at Tokai Securities and traded U.S. Treasuries at JP Morgan. Jim received a B.A. in physics from Bowdoin College, a B.S. in aeronautical engineering from the California Institute of Technology and an M.B.A in finance from New York University, Stern School of Business. | ||
| Andrew Harmstone | Portfolio Manager | 2014 | 2023 |
| Biography | Andrew is a portfolio manager for the Global Multi-Asset team. He joined Morgan Stanley in 2008 and has 35 years of relevant industry experience. Prior to joining the Firm, Andrew worked at Bear Stearns as head of European Equity Quantitative Research. Previously, he headed European Equity Derivatives and Quantitative Research at Lehman Brothers. While at Lehman, Andrew was voted first place in Derivatives Research in Europe in the 2004 Institutional Investor survey. Andrew has also worked as the head of Product Development at Credit Suisse Asset Management and had held various positions including the European head of Structured Derivatives and US head of the Futures and Options Group at JP Morgan Investment Management. He was also consultant to the Presidential Task Force on Market Mechanisms investigating the 1987 Market Break. Andrew received a MA in business economics from University of Pennsylvania, U.S. and a BA (Honors) in economics from University of Wisconsin. | ||
| Li Zhang | - | 2014 | 2023 |
| Manfred Hui | - | 2014 | 2023 |
| Biography | Manfred is a member of the Global Asset Allocation team. He joined Morgan Stanley in 2007 and has ten years of industry experience. Prior to joining the firm, Manfred worked for the market risk team at Dresdner Kleinwort. Manfred received a B.Sc. in Computer Science from King's College London University and a M.Sc. in Finance from Hong Kong University. Manfred is a CFA charterholder. | ||
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