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Morgan Stanley US Insight Fund A USD

Ranked 218 out of 259 in - US over 12 months
All calculations are in CHF unless stated

Managed by

Dennis P. Lynch

Dennis P Lynch has over 14 years of investment experience and successfully navigated growth equity portfolios through the bull market of the late 1990s and the bear market of 2000-2002. Dennis joined Morgan Stanley in 1997 and became head of US growth portfolio management in New York for all capitalisation segments in 2004. Amongst others, he currently manages the Morgan Stanley US Small Cap Growth Fund and the Morgan Stanley US Equity Growth Fund.

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 : 30/11/2017 - 30/11/2018
  • Rank 218/259 Total Return
  • Rank 163/259 Standard Deviation
  • Rank 160/259 Max Drawdown
Fund Name Currency Return
216 Robeco BP US Premium Equities D USD CHF

0.2%

217 Janus Henderson INTECH US Core A$acc CHF

0.2%

218 Morgan Stanley US Insight Fund A USD CHF

0.2%

219 Beauregard Capital SICAV US Eq Paradigm Fd A CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.3%

220 Digital Funds Stars US Equities Acc USD CHF

-0.6%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -5.7% 9.2% 1.9%
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).