---
title: "MS INVF Global Opportunity — Análisis"
description: "Fondo MS INVF Global Opportunity (ISIN LU2308174304). Gestora: Morgan Stanley IM."
url: "https://fundtium.com/fondos/ms-invf-global-opportunity/analisis"
canonical_url: "https://fundtium.com/fondos/ms-invf-global-opportunity/analisis"
type: "fund"
lang: "es"
isin: "LU2308174304"
currency: "EUR"
asset_class: "equity"
category: "Renta Variable Global"
ter: 0.0184
manager: "Morgan Stanley IM"
manager_url: "https://fundtium.com/gestoras/morgan-stanley-im.md"
rating_avg: 0
rating_count: 0
updated_at: "2026-06-05"
fundtium:tabs:
- "https://fundtium.com/fondos/ms-invf-global-opportunity.md"
- "https://fundtium.com/fondos/ms-invf-global-opportunity/analisis.md"
- "https://fundtium.com/fondos/ms-invf-global-opportunity/opiniones.md"
- "https://fundtium.com/fondos/ms-invf-global-opportunity/debate.md"
fundtium:share_classes: 2
---

# MS INVF Global Opportunity — Análisis

> [Fondos](https://fundtium.com/fondos) › [Morgan Stanley IM](https://fundtium.com/gestoras/morgan-stanley-im.md) › MS INVF Global Opportunity

Tabs: [Resumen](https://fundtium.com/fondos/ms-invf-global-opportunity.md) · **Análisis** · [Reseñas](https://fundtium.com/fondos/ms-invf-global-opportunity/opiniones.md) · [Debate](https://fundtium.com/fondos/ms-invf-global-opportunity/debate.md)

## Contexto

| Campo | Valor |
| --- | --- |
| Clase analizada | Retail EUR |
| ISIN clase | LU2308174304 |
| Divisa | EUR |
| Puntos NAV | 1314 |
| Primer NAV | 2021-03-05 |
| Último NAV | 2026-06-05 |


## Rentabilidad y riesgo

| Métrica | Valor |
| --- | --- |
| Rentabilidad anualizada | +4.60% |
| Volatilidad anualizada | 23.78% |
| Sharpe | 0.31 |
| Sortino | 0.43 |
| Calmar | 0.10 |
| Máxima caída | -44.14% |
| Mejor mes | +15.17% |
| Peor mes | -12.61% |
| % meses positivos | 0.52% |
| Media mes positivo | +5.09% |
| Media mes negativo | -4.48% |


### Retornos por ventana

| Ventana | Valor |
| --- | --- |
| 1M | +4.66% |
| 3M | +4.28% |
| 6M | +0.09% |
| YTD | +1.25% |
| 1Y | -1.71% |
| 3Y | +51.12% |
| 5Y | +25.44% |


## Caídas

| Métrica | Valor |
| --- | --- |
| Máxima caída | -44.14% |
| Caída media | -5.66% |
| Caída mediana | -2.09% |
| Caída peor 5% | -34.82% |
| % tiempo en caída | 95.72% |
| Recuperación máx. caída | 841 días |
| Recuperación media | 49 días |
| Recuperación mediana | 6 días |


## NAV (últimos 24 meses)

_Muestra de 25 puntos. Serie completa en la [versión HTML](https://fundtium.com/fondos/ms-invf-global-opportunity/analisis)._

| Fecha | NAV | Monthly | YTD |
| --- | --- | --- | --- |
| 2024-06-05 | 25.7600 | — | — |
| 2024-07-03 | 27.0000 | — | — |
| 2024-07-31 | 25.9100 | — | — |
| 2024-08-29 | 26.9600 | — | — |
| 2024-09-26 | 28.6200 | — | — |
| 2024-10-24 | 29.8800 | — | — |
| 2024-11-22 | 32.1800 | — | — |
| 2024-12-20 | 31.6700 | — | — |
| 2025-01-23 | 32.9400 | — | — |
| 2025-02-20 | 34.7600 | — | — |
| 2025-03-20 | 31.3600 | — | — |
| 2025-04-17 | 27.8200 | — | — |
| 2025-05-21 | 32.1800 | — | — |
| 2025-06-20 | 31.6400 | — | — |
| 2025-07-21 | 32.5300 | — | — |
| 2025-08-19 | 32.1900 | — | — |
| 2025-09-16 | 32.3700 | — | — |
| 2025-10-15 | 32.7900 | — | — |
| 2025-11-12 | 31.9500 | — | — |
| 2025-12-10 | 31.2800 | — | — |
| 2026-01-13 | 31.5800 | — | — |
| 2026-02-10 | 30.0100 | — | — |
| 2026-03-10 | 29.9000 | — | — |
| 2026-04-09 | 28.9200 | — | — |
| 2026-05-08 | 30.8500 | — | — |