Morgan Stanley Investment Funds Asian Property Fund ARegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -11.2 | 1.4 | -4.5 | -9.5 | -3.2 | |
+/-Cat | -0.6 | -1.9 | -0.3 | -3.9 | 2.0 | |
+/-B’mrk | - | 3.9 | 0.0 | -4.0 | -1.2 | |
Category: Property - Indirect Asia | ||||||
Category Benchmark: Morningstar APAC Real Est T... |
Key Stats | ||
NAV 27/03/2024 | USD 17.32 | |
Day Change | 0.69% | |
Morningstar Category™ | Property - Indirect Asia | |
ISIN | LU0078112413 | |
Fund Size (Mil) 27/03/2024 | USD 50.28 | |
Share Class Size (Mil) 27/03/2024 | USD 31.46 | |
Max Initial Charge | 5.75% | |
Ongoing Charge 12/01/2023 | 1.65% |
Investment Objective: Morgan Stanley Investment Funds Asian Property Fund A |
The Fund’s investment objective is to seek long term capital appreciation, measured in U.S. Dollars, by investing primarily in equity securities of companies in the real estate industry or closely related to the real estate industry Located throughout Asia and Oceania. Companies in the real estate industry or closely related to the real estate industry may include companies principally engaged in the development and/or ownership of income-producing property; companies that operate, construct, finance or sell real estate; companies with substantial real estate related holdings and/or services or products related to the real estate industry, including, but not limited to, real estate management, brokers, building products and property technology; and collective investment vehicles with exposure to property, such as publicly quoted property unit trusts, all types of eligible closed-end Real Estate Investment Trusts (REITS) and undertakings for collective investment. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Desmond Foong 02/01/2015 | ||
Laurel Durkay 01/03/2021 | ||
Click here to see others | ||
Inception Date 01/09/1997 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE EPRA/NAREIT AP REITs NR USD | Morningstar APAC Real Est TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Morgan Stanley Investment Funds Asian Property Fund A | 29/02/2024 |
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Top 5 Holdings | Sector | % |
Mitsui Fudosan Co Ltd | Real Estate | 9.23 |
Link Real Estate Investment Trust | Real Estate | 7.29 |
Goodman Group | Real Estate | 6.00 |
Sumitomo Realty & Development Co... | Real Estate | 5.93 |
Stockland Corp Ltd | Real Estate | 5.49 |
Increase Decrease New since last portfolio | ||
Morgan Stanley Investment Funds Asian Property Fund A |