Morgan Stanley Investment Funds - Asian Property Fund A

Performance History30/04/2018
Growth of 1,000 (GBP) Advanced Graph
Morgan Stanley Investment Funds - Asian Property Fund A
Fund3.7-2.022.44.71.4
+/-Cat-5.7-2.3-0.3-5.01.4
+/-B’mrk-2.7-0.1-4.2-1.30.3
 
Key Stats
NAV
18/05/2018
 USD 21.18
Day Change 0.26%
Morningstar Category™ Property - Indirect Asia
ISIN LU0078112413
Fund Size (Mil)
18/05/2018
 USD 120.71
Share Class Size (Mil)
18/05/2018
 USD 67.98
Max Initial Charge 5.75%
Ongoing Charge
12/02/2018
  1.64%
Investment Objective: Morgan Stanley Investment Funds - Asian Property Fund A
The Asian Property Fund’s investment objective is to seek long-term capital appreciation, measured in US Dollars, through investment in the equity securities of companies in the real estate industry located throughout Asia and Oceania. Companies in the real estate industry may include companies principally engaged in the development and/or ownership of income-producing property and collective investment vehicles with exposure to property such as publicly quoted property unit trusts, Real Estate Investment Trusts and undertakings for collective investment. By investing in collective investment vehicles indirectly through the Fund, the investor will bear not only his proportionate share of the management fee of the Fund, but also indirectly, the management expenses of the underlying collective investment vehicles.
Returns
Trailing Returns18/05/2018
YTD3.27
3 Years Annualised6.71
5 Years Annualised2.57
10 Years Annualised5.21
12 Month Yield 0.00
Management
Manager Name
Start Date
Theodore Bigman
01/09/1997
Desmond Foong
02/01/2015
Click here to see others
Inception Date
01/09/1997
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
FTSE EPRA/NAREIT Asian Real Estate NRFTSE EPRA/NAREIT Developed Asia TR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeYes
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Morgan Stanley Investment Funds - Asian Property Fund A30/04/2018
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.660.0099.66
Bond0.000.000.00
Property0.000.000.00
Cash0.470.000.47
Other0.030.17-0.13
Top 5 Regions%
Asia - Developed49.79
Japan30.27
Australasia16.00
Asia - Emerging3.94
United States0.00
Top 5 Sectors%
Real Estate100.00
Top 5 HoldingsSector%
Sun Hung Kai Properties LtdReal EstateReal Estate8.89
Mitsubishi Estate Co LtdReal EstateReal Estate6.61
Mitsui Fudosan Co LtdReal EstateReal Estate6.38
Hongkong Land Holdings LtdReal EstateReal Estate6.29
Link Real Estate Investment TrustReal EstateReal Estate6.26
Morgan Stanley Investment Funds - Asian Property Fund A