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Morgan Stanley US Insight Fund A USD

Ranked 197 out of 877 in - US over 12 months
All calculations are in USD unless stated

Managed by

Burak Alici

Objective

The investment objective is to seek long-term capital appreciation, measured in US Dollars, by investing primarily in securities issued by US companies. Under normal market conditions, the Fund's investment objective will be pursued by investing primarily in equity securities of established and emerging companies in the United States of America and with market capitalizations within the range of companies included in the Russell 3000 Value Index.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.6% 3.3% 4.0%
2016 32.3% 9.6% -0.3% 10.6% 9.4%
2015 -6.2% 0.5% -1.3% -9.6% 4.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. France
  3. Germany
  4. Italy
  5. Luxembourg
  6. Norway
  7. Singapore
  8. Spain
  9. Sweden
  10. Switzerland

Fund Info

  • Launch date28/11/2014
  • Share Class size06Mn
  • Base currencyUSD
  • ISIN LU1121084831

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).