Morgan Stanley Investment Funds - Emerging Leaders Equity Fund IRegister to Unlock Ratings |
Performance History | 31/08/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 53.9 | 3.8 | -24.7 | 6.0 | 8.6 | |
+/-Cat | 39.9 | 5.3 | -12.7 | 1.9 | 3.6 | |
+/-B’mrk | 40.0 | 4.7 | -16.9 | 2.0 | 2.5 | |
Category: Global Emerging Markets Equity | ||||||
Category Benchmark: Morningstar EM TME NR USD |
Key Stats | ||
NAV 27/09/2024 | USD 48.36 | |
Day Change | -1.68% | |
Morningstar Category™ | Global Emerging Markets Equity | |
ISIN | LU0864381354 | |
Fund Size (Mil) 27/09/2024 | USD 1027.47 | |
Share Class Size (Mil) 27/09/2024 | USD 68.75 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 23/08/2024 | 0.99% |
Investment Objective: Morgan Stanley Investment Funds - Emerging Leaders Equity Fund I |
The Fund’s investment objective is to seek long-term capital appreciation, measured in US Dollars, through investment primarily in a concentrated portfolio of equity securities, including American Depositary Receipts (ADRs), Global Depositary Receipts (GDRs) and China A-Shares via Stock Connect, in emerging and frontier countries. In targeting its investment objective, the Investment Adviser will invest in companies with strong performance and best-in-class practices relative to their peers on one or more ESG metrics. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Vishal Gupta 30/11/2015 | ||
Inception Date 14/12/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI EM NR USD | Morningstar EM TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Morgan Stanley Investment Funds - Emerging Leaders Equity Fund I | 31/05/2024 |
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Top 5 Holdings | Sector | % |
MercadoLibre Inc | Consumer Cyclical | 8.68 |
Nu Holdings Ltd Ordinary Shares ... | Financial Services | 8.34 |
Taiwan Semiconductor Manufacturi... | Technology | 7.57 |
Trent Ltd | Consumer Cyclical | 5.14 |
Avenue Supermarts Ltd | Consumer Defensive | 4.71 |
Increase Decrease New since last portfolio | ||
Morgan Stanley Investment Funds - Emerging Leaders Equity Fund I |