Morgan Stanley launches factor-based US SICAV

Added 5th July 2016

Morgan Stanley has launched a factor-based US fund providing European investors access to its applied equity advisers team for the first time.

Morgan Stanley launches factor-based US SICAV

The Morgan Stanley Investment Funds US Active Factor Equity Fund attempts to outperform the benchmark by combining factor modelling and bottom up stock selection.

“The team’s framework seeks to capture 70% of the market’s returns using factor-based investing, with a dynamic stock selection overlay to drive high active share investing for the other 30%,” the firm said, in this way, it aims to outperform irrespective of whether value or growth stocks hold sway.

The fund’s allocation is typically 100% US with the flexibility to invest up to 20% in non-U.S. equities, the firm said.

The fund is managed by Andrew Slimmon and Phillip Kim, both of whom are based in Chicago and form a key part of the applied equity advisors team, which was established in 2004 and had as at 31 March 2016, $5.1bn in assets under management.

A Luxembourg-registered SICAV, the firm said it is still awaiting registration in various markets. It added that it is also planning a global version of the fund tabled for release at the end of the month.

Sponsors

Portfolio Adviser: Guide to Europe

Portfolio Adviser: Guide to Europe

After a politically turbulent time in 2016, Europe has been under scrutiny with several nations going to the polls.The question asked, would investors be right to...

Kames Income Hub

home_research_centre

Vincent McEntegart, manager of the Kames Diversified Monthly Income Fund, explains how he aims to deliver a stable and sustainable income of 5% p.a.*, paid monthly, by investing in a range of asset classes

Square Mile Research

Premier Multi Asset Global Growth - Alex Farlow
Premier Multi Asset Global...

Talking Factsheets is a video service for users...

Visitor's Comments Add your comment

Add Your Comment

We won't publish your address

About Author

Geoff Candy

Group digital editor

Geoff Candy joined Portfolio Adviser as News Editor in May 2014. He has been a financial journalist and broadcaster since 2005 and, in that time has worked in both South Africa and the Netherlands, covering everything from high street retailers and construction companies to mining and insurance.

Profiles

Viewpoint

Investment Strategy

Feature

Tweets

Events

PA Edinburgh 2017
PA Edinburgh 2017

Thursday 7 September
Balmoral Hotel, Edinburgh

PA Alternatives 2017
PA Alternatives 2017

Tuesday 12 September
Radisson Blu Edwardian Bloomsbury Street Hotel

PA Dublin October 2017
PA Dublin October 2017

Tuesday 10 October
Westbury Hotel, Dublin

PA US 2017
PA US 2017

Tuesday 17 October
Furniture Makers' Hall

Sponsored Content

OTHER STORIES FROM LAST WORD...