Morgan Stanley Investment Funds - Asia Equity Fund A

Equity fund

1 year

Region

Asia

Largest region

Medium

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • Fondet søker langsiktig kapitalvekst, målt i USD, gjennom investering i selskaper i Asia. Selskaper fra Japan er eksludert fra investering. Fondet er dermed eksponert mot de dynamiske økonomiske vekstsmulighetene som ligger i regionen.

Investment horizon

  • Morgan Stanley Investment Funds - Asia Equity Fund A is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.

Characteristics

  • Minimum amount
  • Sharpe 3 years
  • Price/NAV

    13 Jul 2025

  • Start date
    02 Feb 1997
  • ISIN
    LU0073229253

Risk

  • Medium (4 of 7)

Morningstar rating

  • The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.

Sustainability

Costs

  • Ongoing costs

    Includes management fees of 1,40 %

  • Platform fee
  • Kickback fee
  • Annual running costs
  • Performance-based fee
  • Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.

Allocation

  • Stocks 94%
    Interest 6%

Portfolio

Shows the fund's largest investments.

  • Taiwan Semiconductor Manufacturing Co Ltd
    7.3%
  • Tencent Holdings Ltd
    5.5%
  • MS Liquidity Fds US Dollar Lqdy MS Rsrv
    5.1%
  • Samsung Electronics Co Ltd
    4.3%
  • HDFC Bank Ltd ADR
    3.8%
  • Alibaba Group Holding Ltd Ordinary Shares
    3.8%
  • ICICI Bank Ltd ADR
    3.5%
  • Reliance Industries Ltd
    3.4%
  • BYD Co Ltd Class H
    2.9%
  • Hon Hai Precision Industry Co Ltd
    2.1%