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
Seeks long-term capital appreciation by investing in European companies that the investment team believes possess a prominent and sustainable position in their field, potentially enabling superior profitability and investment returns. The investment team combines quantitative filters with rigorous qualitative analysis to create a concentrated, high conviction portfolio.
Benchmark
MSCI Europe
Investment style
Growth
Investment method
Shares

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

17.12 %

1 Year rank in sector

105/225

Sector

FO Equity - Europe inc UK

Yield
-
Fund size

£ 40.6 m

FE Risk score

106

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • Germany
    21.92%
  • Switzerland
    18.56%
  • UK
    11.84%
  • France
    11.64%
  • Netherlands
    10.43%
  • Health Care
    28.29%
  • Industrials
    19.8%
  • Consumer Staples
    16.02%
  • Consumer Discretionary
    15.9%
  • Information Technology
    14.88%
  • German Equities
    21.92%
  • Swiss Equities
    18.56%
  • UK Equities
    11.84%
  • French Equities
    11.64%
  • Dutch Equities
    10.43%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund0.71 %-1.16 %17.12 %0 %0 %
Sector-0.25 %0.81 %16.72 %22.41 %59.15 %
Rank within sector35 / 233173 / 231105 / 225 / /
Quartile th1 st3 rd2 nd th th

Calendar performance

YTD-20172016201520142013
Fund10.73 %0 %0 %0 %0 %
Sector11.03 %-0.56 %11.08 %4.22 %21.06 %
Rank within sector112 / 228 / / / /
Quartile th2 nd th th th th

Price movement

52 week high30.87
52 week low25.29
Current bid price0
Current offer price0
Current mid price29.83

Holdings by region

  • 21.92% Germany
  • 18.56% Switzerland
  • 11.84% UK
  • 11.64% France
  • 10.43% Netherlands
  • 9.35% Spain
  • 8.35% Denmark
  • 3.86% Sweden
  • 3.56% Finland
  • 0.49% Money Market

Holdings by sector

  • 28.29% Health Care
  • 19.8% Industrials
  • 16.02% Consumer Staples
  • 15.9% Consumer Discretionary
  • 14.88% Information Technology
  • 4.62% Materials
  • 0.49% Cash & Cash Equivalents

Holdings by asset type

  • 21.92% German Equities
  • 18.56% Swiss Equities
  • 11.84% UK Equities
  • 11.64% French Equities
  • 10.43% Dutch Equities
  • 9.35% Spanish Equities
  • 8.35% Danish Equities
  • 3.86% Swedish Equities
  • 3.56% Finnish Equities
  • 0.49% Money Market

Individual holdings

  • 6.03% ASML HOLDING NV
  • 5.2% GRIFOLS SA
  • 4.7% SAP SE
  • 4.62% SYMRISE AG
  • 4.56% HERMES INTERNATIONAL