Morgan Stanley Inst US Real Estate IS

The investment seeks to provide above average current income and long-term capital appreciation.
The fund normally invests at least 80% of assets in equity securities of companies in the U.S. real estate industry, including real estate investment trusts ("REITs"). The equity securities in which the fund may invest include common stock, preferred stock, convertible securities, depositary receipts and rights and warrants. It focuses on REITs as well as real estate operating companies ("REOCs") that invest in a variety of property types and regions. The fund is non-diversified.

Key stats

Management firm  Morgan Stanley
Domicile  United States
Fund Administrator  Morgan Stanley Investment Management Inc
Global Branding Name  Morgan Stanley
Fund currency  USD
Launch Date  2013-09-16
ISIN  US61760X6875
SEDOL  BBNBKC8
Manager 1 Name  Theodore Bigman
Manager 2 Name  Bill Grant
Fund Strategy  Real Estate
Benchmark  FTSE NAREIT All Equity REITs TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-08-31
Return - 1 Month  2.97%
Return - 2 Months  2.76 %
Return - 3 Months  3.67%
Return - 6 Months  11.42 %
Return - 9 months  21.96 %
Return - 12 Months  0.00%
Annualized return 24 months  0.00 %
Annualized return 36 months  0.00 %
Annualized return 48 months  0.00 %
Annualized return 60 months  0.00 %
Return 120 months  0.00 %
Annualized return since Inception  19.95%
Return YTD  20.85%

Ratings

Morning Star Rating Date   2014-08-31
Morning Star Rating - 36 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - 60 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - 120 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - Overall  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating

Charges

Initial  0.00 %
Minimum Investment  $10,000,000
Maximum Managment Charge  0.80 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact name  Vivian Pecorella
Contact Address  Morgan Stanley
Contact Address 2  1221 Avenue of the Americas
Contact city  New York
Contact country  United States
Fund Admin Group  Morgan Stanley
Web Address  www.morganstanley.com
Custodian  State Street Bank & Trust Co
Phone  1-855-227-2994

Price

Last Price Date  2014-09-11
Pre-tax nav  19.51
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $0.01
Price change (percentage)  0.05 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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Ratings Disclaimer

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