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Morgan Stanley US Insight Fund A USD

Ranked 183 out of 255 in - US over 12 months
All calculations are in CHF unless stated

Managed by

Burak Alici

Burak Alici is an investor for the Growth team of Morgan Stanley. He joined Morgan Stanley in 2007 and has 18 years of investment experience. Alici joined the Growth team as an investor in 2010. Previously, he was a member of the U.S. Research Group, working closely with the Growth team. Prior to joining the firm, Alici managed a multi-strategy investment partnership in Istanbul for high net-worth clients. Previously, he developed and implemented systematic equity investments at Ernst Research & Mgt in Boston. Alici received an M.B.A. from Columbia Business School with a focus on value investing, an M.S. in finance from Boston College, and a B.S. in mechanical engineering from Bogazici University.

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 in Switzerland View performance globally

Performance

US over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -5.7% 9.2%
2017 14.6% 3.0% -1.2% 5.1% 7.1%
2016 34.3% 4.9% 1.5% 10.1% 14.7%
2015 -5.5% -1.8% -5.0% -5.4% 7.1%

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 size03Mn
  • Base currencyUSD
  • ISIN LU1121084831

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.50%

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