Morgan Stanley Investment Management (MSIM) has launched two funds in the UK designed to provide relative downside protection during times of market volatility.
Both funds are managed by MSIM’s global balanced risk control team, who aim to maintain a stable risk profile whilst allocating across regions and asset classes. Both Oeic funds seek to provide long-term growth for investors.
The Global Balanced Sustainable Fund’s portfolio consists of equity securities, fixed income securities, as well as money market instruments.
According to MSIM, the portfolio team will invest in companies that contribute to the realisation of a low-carbon economy, with the ultimate aim of decarbonising the portfolio’s core equity exposures to achieve net zero by 2050.
The firm said the fund also aims to generate a measurable positive environmental and social impact by aligning itself with the UN’s Sustainable Development Goals, and through engagement and proxy voting.
The Global Balanced Income Fund also invests in a broad asset mix while targeting a specific level of volatility and yield of 4% per year.
The fund invests in liquid asset classes across regions, whilst adjusting weights to meet risk targets as market conditions change with a view of generating consistent income.
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