Fact sheet: Morg Stnly European Champions

Fund information

Fund name
Morg Stnly European Champions I EUR
Fund company manager
Morgan Stanley Investment Fund
Fund type
SIB
Fund manager(s)
Matthew Leeman
since 08/04/2016
Riccardo Bindi
since 08/04/2016
Jaymeen Patel
since 08/04/2016
Jonathan Day
since 08/04/2016
Fund objective
Long term growth of your investment.
Benchmark
MSCI Europe
Investment style
Growth
Investment method
Shares

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

13.33 %

1 Year rank in sector

143/224

Sector

FO Equity - Europe inc UK

Yield
-
Fund size

£ 42.4 m

FE Risk score

108

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • Germany
    21.56%
  • Switzerland
    18.15%
  • UK
    12.53%
  • France
    11.83%
  • Netherlands
    9.43%
  • Health Care
    27.53%
  • Industrials
    19.18%
  • Consumer Staples
    16.25%
  • Consumer Discretionary
    15.78%
  • Information Technology
    13.84%
  • German Equities
    21.56%
  • Swiss Equities
    18.15%
  • UK Equities
    12.53%
  • French Equities
    11.83%
  • Dutch Equities
    9.43%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund2.81 %4.28 %13.33 %0 %0 %
Sector3.33 %6.34 %14.81 %20.57 %56.08 %
Rank within sector156 / 235182 / 229143 / 224 / /
Quartile th3 rd4 th3 rd th th

Calendar performance

YTD-20182017201620152014
Fund2.92 %10.69 %0 %0 %0 %
Sector3.36 %11.78 %-0.56 %11.08 %4.22 %
Rank within sector164 / 235118 / 224 / / /
Quartile th3 rd3 rd th th th

Price movement

52 week high30.87
52 week low27.07
Current bid price0
Current offer price0
Current mid price30.69

Holdings by region

  • 21.56% Germany
  • 18.15% Switzerland
  • 12.53% UK
  • 11.83% France
  • 9.43% Netherlands
  • 8.95% Spain
  • 7.97% Denmark
  • 3.67% Sweden
  • 3.41% Finland
  • 2.5% Money Market

Holdings by sector

  • 27.53% Health Care
  • 19.18% Industrials
  • 16.25% Consumer Staples
  • 15.78% Consumer Discretionary
  • 13.84% Information Technology
  • 4.92% Materials
  • 2.5% Cash & Cash Equivalents

Holdings by asset type

  • 21.56% German Equities
  • 18.15% Swiss Equities
  • 12.53% UK Equities
  • 11.83% French Equities
  • 9.43% Dutch Equities
  • 8.95% Spanish Equities
  • 7.97% Danish Equities
  • 3.67% Swedish Equities
  • 3.41% Finnish Equities
  • 2.5% Money Market

Individual holdings

  • 5.12% ASML HOLDING NV
  • 4.92% SYMRISE AG
  • 4.69% GRIFOLS SA
  • 4.54% HERMES INTERNATIONAL
  • 4.46% SAP SE