MS INVF Global Active Factor Equity I USD

Ranked 58 out of 100 in - Global Equity Income over 12 months
All calculations are in GBP unless stated

Objective

The Global Active Factor Equity Funds investment objective is to seek long-term capital appreciation, measured in USD. The Fund invests primarily in equity securities issued by mid to large capitalisation companies, including depositary receipts (such as American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs)) and closed-end Real Estate Investment Trusts (REITS), issued by companies worldwide.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity Income over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.9%
2018 -11.2% -6.0% 5.4% 3.7% -13.6%
2017 11.6% 4.4% 1.0% 0.4% 5.5%
2016 4.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Italy
  3. Luxembourg
  4. Netherlands
  5. Norway
  6. Spain
  7. Sweden
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date12/07/2016
  • Share Class size01Mn
  • Base currencyUSD
  • ISIN LU1442194574

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.55%
  • Initial investment0.55%

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