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Morgan Stanley Investment Funds - Asian Property Fund A

Performance History30/11/2017
Growth of 1,000 (GBP) Advanced Graph
Morgan Stanley Investment Funds - Asian Property Fund A
Fund0.63.7-2.022.43.5
+/-Cat3.5-5.7-2.3-0.3-4.1
+/-B’mrk-1.8-2.7-0.1-4.2-0.9
 
Key Stats
NAV
08/12/2017
 USD 20.14
Day Change 0.56%
Morningstar Category™ Property - Indirect Asia
ISIN LU0078112413
Fund Size (Mil)
08/12/2017
 USD 123.74
Share Class Size (Mil)
08/12/2017
 USD 68.34
Max Initial Charge 5.75%
Ongoing Charge
10/07/2017
  1.64%
Morningstar Research
Analyst Report

A poor long-term track record for Morgan Stanley Asian Property makes it hard to build conviction here. Portfolio management lies with Angeline Ho and Desmond Foong. Lead portfolio manager Ho is a veteran of the sector, and her involvement in...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeoplePositive
ParentNeutral
ProcessNeutral
PerformanceNegative
PricePositive
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 Returns08/12/2017
YTD3.59
3 Years Annualised7.49
5 Years Annualised5.83
10 Years Annualised3.91
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
Portfolio Profile for  Morgan Stanley Investment Funds - Asian Property Fund A31/10/2017
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.300.0099.30
Bond0.000.000.00
Property0.000.000.00
Cash0.450.000.45
Other0.430.180.25
Top 5 Regions%
Asia - Developed45.28
Japan34.69
Australasia17.78
Asia - Emerging2.24
United States0.00
Top 5 Sectors%
Real Estate100.00
Top 5 HoldingsSector%
Sun Hung Kai Properties LtdReal EstateReal Estate9.17
Mitsubishi Estate Co LtdReal EstateReal Estate7.24
Mitsui Fudosan Co LtdReal EstateReal Estate6.59
CK Asset Holdings LtdReal EstateReal Estate6.24
Hongkong Land Holdings LtdReal EstateReal Estate5.39
Morgan Stanley Investment Funds - Asian Property Fund A