MS INVF Global Sustain I USD

Ranked 329 out of 816 in - Global over 3 months
All calculations are in GBP unless stated

Managed by

William Lock

Objective

The investment objective of the Fund is to seek an attractive longterm rate of return, measured in US Dollars. The Fund will seek to achieve its investment objective by investing primarily in equity securities, including depositary receipts, of issuers located in any jurisdiction. The Fund may, on an ancillary basis, invest in equity securities of companies located in emerging markets, including China A-Shares via Stock Connect, in preference shares, debt securities convertible into common shares or preference shares, warrants on securities and other equity linked securities.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/12/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.7%
2018 6.0% -7.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Italy
  4. Luxembourg
  5. Singapore
  6. Spain
  7. Switzerland
  8. United Kingdom

Fund Info

  • Launch date29/06/2018
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU1842711761

Purchase Info

  • Min. initial investment0

Charges

  • Annual management0.65%
  • Initial investment0.65%

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