Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Morgan Stanley Global Advantage A USD

Ranked 14 out of 580 in - Global over 12 months
All calculations are in CHF unless stated

Objective

The investment objective is to seek long term capital appreciation, measured in US Dollars, by investing primarily in securities issued by companies on a global basis. Under normal market conditions, the Fund's investment objective will be pursued by investing primarily in equity securities of established large-capitalization companies. The investment process will emphasize a bottom-up stock selection process, seeking attractive investments on an individual company basis.

Showing fund performance in Switzerland View performance globally

Performance

Global over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.4% 10.4% -1.7%
2017 33.6% 8.8% 5.4% 5.6% 10.3%
2016 1.1% -9.2% 2.4% 7.9% 0.8%
2015 4.2% 2.7% -4.9% -4.1% 11.3%
2014 12.6% -1.1% 1.6% 6.0% 5.8%
2013 -0.8% 9.6% 6.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Singapore
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date31/01/2013
  • Share Class size36Mn
  • Base currencyUSD
  • ISIN LU0868753731

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.60%
  • Initial investment1.60%

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