Morgan Stanley Investment Funds - Asian Property Fund Z (GBP)Register to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -10.6 | 2.3 | -4.4 | -8.4 | 1.6 | |
+/-Cat | -0.1 | -0.9 | -0.1 | -2.7 | 0.6 | |
+/-B’mrk | - | 4.8 | 0.2 | -2.8 | -4.8 | |
Category: Property - Indirect Asia | ||||||
Category Benchmark: Morningstar APAC Real Est T... |
Key Stats | ||
NAV 18/10/2024 | GBP 24.89 | |
Day Change | -0.68% | |
Morningstar Category™ | Property - Indirect Asia | |
IA (formerly IMA) Sector | - | |
ISIN | LU0360481310 | |
Fund Size (Mil) 18/10/2024 | USD 29.59 | |
Share Class Size (Mil) 18/10/2024 | USD 0.40 | |
Max Initial Charge | 1.00% | |
Ongoing Charge 31/03/2024 | 0.86% |
Investment Objective: Morgan Stanley Investment Funds - Asian Property Fund Z (GBP) |
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 05/08/2008 |
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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 Z (GBP) | 30/09/2024 |
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Top 5 Holdings | Sector | % |
Goodman Group | Real Estate | 10.43 |
Mitsui Fudosan Co Ltd | Real Estate | 8.84 |
Scentre Group | Real Estate | 7.71 |
Nippon Building Fund Inc | Real Estate | 4.93 |
Stockland Corp Ltd | Real Estate | 4.90 |
Increase Decrease New since last portfolio | ||
Morgan Stanley Investment Funds - Asian Property Fund Z (GBP) |