All funds

Morgan Stanley Investment Funds - QuantActive Global Property Fund A USD

Equity fund

1 year

Region

USA

Largest region

High

Risk

Cost

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • The Fund’s investment objective is to increase the value of your investment over the long term, mainly through growth of capital. Investment policy The fund invests, directly or indirectly through funds, at least 70% of total net assets in equities of companies in the real estate industry, or closely related to this industry. These investments may be located anywhere in the world, including emerging markets. Specifically, these investments may include property-related collective investment vehicles, such as publicly quoted property unit trusts and eligible closed-end real estate investment trusts (REITs).
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Investment horizon

  • Morgan Stanley Investment Funds - QuantActive Global Property Fund A USD 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

    05 Jun 2025

  • Start date
    30 Oct 2006
  • ISIN
    LU0266114312

Risk

  • High (5 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 1,25 %

  • 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.

  • Welltower Inc
    6.4%
  • Equinix Inc
    4.9%
  • Prologis Inc
    4.5%
  • Sun Hung Kai Properties Ltd
    3.0%
  • Digital Realty Trust Inc
    2.5%
  • Hongkong Land Holdings Ltd
    2.5%
  • Ventas Inc
    2.5%
  • Realty Income Corp
    2.4%
  • Swire Properties Ltd
    2.4%
  • British Land Co PLC
    2.3%