Funds

Morgan Stanley Investment Funds - Global Insight Fund Z

LU0868754200:USD

Morgan Stanley Investment Funds - Global Insight Fund Z

  • Price (USD)93.26
  • Today's Change0.45 / 0.48%
  • 1 Year change64.60%
Data delayed at least 15 minutes, as of Dec 02 2024.
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Profile and investment

Fund typeSICAV
Investment style (stocks)Market Cap: Large
Investment Style: Growth
Income treatmentAccumulation
Morningstar categoryGlobal Large-Cap Growth Equity
IMA sector--
Launch date31 Jan 2013
Price currencyGBP
DomicileLuxembourg
ISINLU0868754200
Manager & start date
Dennis P. Lynch
31 Jan 2013
David S. Cohen
31 Jan 2013
Sandeep (Sam) G. Chainani
31 Jan 2013
Alexander T. Norton
31 Jan 2013
Jason C. Yeung
31 Jan 2013
Armistead B. Nash
31 Jan 2013
Pricing frequencyDaily
Fund size
518.09m GBP
As of Oct 31 2024
Share class size
138.17m GBP
As of Oct 31 2024
Ongoing charge0.86%
Initial charge1.00%
Max annual charge0.75%
Exit charge0.00%
Min. initial investment--
Min. additional investment--
Min. regular investment--
UK ISAYes
Available for saleAustria, Belgium, Denmark, Finland, France, Germany, Greece, Iceland, Ireland, Italy, Luxembourg, Netherlands, Norway, Portugal, Spain, Sweden, Switzerland, United Kingdom
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Top 5 holdings

Top 5 holdings as a per cent of portfolio
--36.51%0.00%36.51%
Category average% Net assets% Short% Long
Company1 year changePortfolio weightLong allocation
Cloudflare Inc+32.81%9.00%
Adyen NV+29.61%8.74%
Shopify Inc Registered Shs -A- Subord Vtg+57.25%6.84%
MercadoLibre Inc+17.20%6.39%
MicroStrategy Inc Class A+626.05%5.54%
Per cent of portfolio in top 5 holdings: 36.51%
Top 10 Holdings
Diversification
Asset type

Asset type

Non-UK stock95.45%
Cash2.82%
UK stock1.44%
Non-UK bond0.89%
UK bond0.00%
Other-0.61%

Top 5 sectors

Technology49.48%
Consumer Cyclical29.39%
Communication Services8.71%
Healthcare8.70%
Financial Services0.61%

Top 5 regions

United States67.33%
Eurozone8.74%
Latin America8.40%
Emerging Market8.40%
Asia - Developed6.04%
Other6.38%
Sector and region weightings are calculated using only long position holdings of the portfolio.
The performance data shown in tables and graphs on this page is calculated in GBP of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise.
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