Fact sheet: Morg Stnly Gbl Actv Fct Eqty

Fund information

Fund name
Morg Stnly Global Active Factor Equity I USD
Fund company manager
Morgan Stanley Investment Fund
Fund type
SIB
Fund manager(s)
Phillip Kim
since 12/07/2016
Andrew Slimmon
since 12/07/2016
Fund objective
Long term growth of your investment.
Benchmark
MSCI World
Investment style
None
Investment method
Shares

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

25.53 %

1 Year rank in sector

115/482

Sector

FO Equity - International

Yield
-
Fund size

£ 8.7 m

FE Risk score

108

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • Information Technology
    34.49%
  • Financials
    18.66%
  • Industrials
    18.62%
  • Consumer Discretionary
    10.92%
  • Health Care
    5.62%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund6.72 %13.45 %25.53 %0 %0 %
Sector3.8 %9.11 %17.28 %31.78 %62.2 %
Rank within sector54 / 50193 / 497115 / 482 / /
Quartile th1 st1 st1 st th th

Calendar performance

YTD-20182017201620152014
Fund5.35 %22.19 %0 %0 %0 %
Sector2.86 %16.28 %7.94 %0.71 %5.96 %
Rank within sector23 / 499140 / 482 / / /
Quartile th1 st2 nd th th th

Price movement

52 week high32.89
52 week low25.95
Current bid price0
Current offer price0
Current mid price32.89

Holdings by region

-

Holdings by sector

  • 34.49% Information Technology
  • 18.66% Financials
  • 18.62% Industrials
  • 10.92% Consumer Discretionary
  • 5.62% Health Care
  • 4.75% Telecommunications Utilities
  • 2.68% Consumer Staples
  • 1.94% Energy
  • 1.43% Materials
  • 0.89% Cash & Cash Equivalents

Holdings by asset type

-

Individual holdings

  • 5.93% TENCENT HLDGS LIMITED
  • 5.33% JPMORGAN CHASE & CO
  • 5.2% APPLE INC
  • 4.75% NIPPON TELEGRAPH & TELEPHONE CORP
  • 4.24% RYANAIR HLDGS
  • 4.23% COMCAST CABLE COMMUNICATIONS LLC
  • 4.13% BROADCOM CORP
  • 4.05% TAIWAN SEMICONDUCTOR CO
  • 3.9% CIGNA CORP
  • 3.84% ABB LTD