Morgan Stanley Investment Funds - European Property Fund A

Performance History30/09/2018
Growth of 1,000 (GBP) Advanced Graph
Morgan Stanley Investment Funds - European Property Fund A
Fund15.811.08.214.4-2.6
+/-Cat0.8-1.2-2.2-2.8-4.6
+/-B’mrk-1.5-1.8-2.4-3.6-4.0
 
Key Stats
NAV
17/10/2018
 EUR 34.17
Day Change 1.33%
Morningstar Category™ Property - Indirect Europe
ISIN LU0078113650
Fund Size (Mil)
17/10/2018
 EUR 111.71
Share Class Size (Mil)
17/10/2018
 EUR 57.19
Max Initial Charge 5.75%
Ongoing Charge
12/02/2018
  1.64%
Investment Objective: Morgan Stanley Investment Funds - European Property Fund A
The European Property Fund’s investment objective is to seek long-term capital appreciation, measured in Euro, through investment in the equity securities of companies in the European real estate industry. Companies in the real estate industry may include property development companies, 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. The Fund may also invest, on an ancillary basis, in preference shares, debt securities convertible into common shares and other equity linked instruments.
Returns
Trailing Returns (GBP)17/10/2018
YTD-7.22
3 Years Annualised4.77
5 Years Annualised7.86
10 Years Annualised9.27
12 Month Yield 0.00
Management
Manager Name
Start Date
Theodore Bigman
01/09/1997
Michiel te Paske
01/09/1997
Click here to see others
Inception Date
01/09/1997
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
GPR General Quoted Europe NetFTSE EPRA Nareit Developed Europe TR EUR
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 - European Property Fund A30/09/2018
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock93.200.0093.20
Bond0.000.000.00
Property0.000.000.00
Cash2.010.002.01
Other4.790.004.79
Top 5 Regions%
Eurozone59.83
United Kingdom27.68
Europe - ex Euro12.49
United States0.00
Canada0.00
Top 5 Sectors%
Real Estate100.00
Top 5 HoldingsSector%
Unibail-Rodamco-WestfieldReal EstateReal Estate9.69
Land Securities Group PLCReal EstateReal Estate7.10
KlépierreReal EstateReal Estate6.87
British Land Co PLCReal EstateReal Estate5.84
Gecina NomReal EstateReal Estate5.48
Morgan Stanley Investment Funds - European Property Fund A