Morgan Stanley Investment Funds - US Property Fund IRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -21.1 | 42.3 | -17.8 | 7.8 | -1.3 | |
+/-Cat | -10.9 | 4.1 | 1.7 | 3.6 | 2.0 | |
+/-B’mrk | -12.9 | 3.9 | -0.7 | 3.6 | 0.7 | |
Category: Property - Indirect North America | ||||||
Category Benchmark: Morningstar US Real Est NR USD |
Key Stats | ||
NAV 27/03/2024 | USD 81.90 | |
Day Change | 0.79% | |
Morningstar Category™ | Property - Indirect North America | |
ISIN | LU0073233875 | |
Fund Size (Mil) 27/03/2024 | USD 59.97 | |
Share Class Size (Mil) 27/03/2024 | USD 21.20 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 12/01/2023 | 0.95% |
Morningstar Research |
Analyst Report | 22/11/2023 David Kathman, Senior Analyst Morningstar, Inc |
MS INVF US Property’s new manager has continued to make her mark on the fund, but now she needs to show that those changes can add value. The fund earns a Morningstar Analyst Rating of Neutral for the I, F, and Z shares, and Negative for the... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 23 |
Process | 23 |
Performance | |
Price |
Investment Objective: Morgan Stanley Investment Funds - US Property Fund I |
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 in the U.S.. 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 | ||
Laurel Durkay 07/12/2020 | ||
Inception Date 09/01/1996 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE Nareit Equity REITs TR USD | Morningstar US Real Est NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Morgan Stanley Investment Funds - US Property Fund I | 29/02/2024 |
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Top 5 Holdings | Sector | % |
Equinix Inc | Real Estate | 9.73 |
Prologis Inc | Real Estate | 9.57 |
Welltower Inc | Real Estate | 7.66 |
Digital Realty Trust Inc | Real Estate | 5.86 |
Public Storage | Real Estate | 5.27 |
Increase Decrease New since last portfolio | ||
Morgan Stanley Investment Funds - US Property Fund I |