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Morgan Stanley European Property A EUR

Rang 16 von 19 in - Immobilien - Europa Aktien über 12 Monate
All calculations are in EUR unless stated

Verwaltet von

Ted Bigman

Ted Bigman joined Morgan Stanley in 1995 and has 28 years of investment experience. He is a managing director at Morgan Stanley Investment Management and is the head of Global Listed Real Assets Investing. Prior to joining the firm in 1995, he was a director at CS First Boston, where he worked for eight years in the real estate investment banking group. Ted received a BA from Brandeis University in Economics, an MBA from Harvard Business School and studied at the London School of Economics.

Michiel C. te Paske

Michiel C. te Paske graduated from Maastricht University with a MS degree in economics. He started his career as a research analyst at the Limburg Institute of Financial Economics and in 1997 he joined Morgan Stanley as a research analyst. Michiel is currently a managing director and a portfolio manager for the group’s European real estete securities investment business.

Sven van Kemenade

Sven van Kemenade graduated from Maastricht University with a MS degree in econometrics. He started his career as a research analyst at the Limburg Institute of Financial Economics. In 1997 he joined Morgan Stanley in 1997 and has co-managed the Morgan Stanley European Property fund since its inception.

Anlageziel

The investment objective is to seek long term capital appreciation, measured in Euro, through investment in the equity securities of companies in the European real estate industry. Companies in the real estate industry may include property development companies, companies principally engaged in the development and/or ownership of income-producing property and collective investment vehicles with exposure to property such as publicly quoted property unit trusts, Real Estate Investment Trusts and undertakings for collective investment.

Performance

Immobilien - Europa Aktien über : 30.11.2016 - 30.11.2017

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 29.09.2017 Jährlich Q1 Q2 Q3 Q4
2017 -0,3% 3,6% 0,2%
2016 -6,6% -4,4% -4,8% 4,4% -1,6%
2015 16,9% 19,0% -5,8% 1,9% 2,4%
2014 24,2% 6,3% 8,1% 0,6% 7,5%
2013 8,8% 0,7% -0,6% 5,0% 3,5%
2012 28,7% 11,7% 0,2% 8,6% 6,0%
2011 -11,9% 4,9% 4,0% -19,8% 0,8%
2010 12,3% 4,4% -6,6% 12,3% 2,4%
2009 40,4% -21,3% 32,2% 32,6% 1,8%
2008 -51,6% -2,0% -17,4% -7,8% -35,2%
2007 -34,8% 0,2% -12,0% -11,2% -16,8%
2006 52,0% 17,7% -5,7% 15,6% 18,5%
2005 24,4% 1,6% 13,4% 4,6% 3,2%
2004 35,0% 12,9% 2,2% 5,6% 10,9%
2003 17,5% -11,9% 15,3% 4,0% 11,2%
2002 4,2% 11,8% 0,2% -13,2% 7,1%
2001 -2,5% 4,5% 3,2% -13,0% 3,8%
2000 20,4% 4,1% 4,1% 10,2% 0,9%
1999 11,0% 7,7% 7,6% -2,4% -1,8%
1998 -3,7% 19,1% -2,7% -15,0% -2,2%
1997 -1,9%

Monatliche Performance

Rendite vs Risiko

Portfoliostruktur

Zusammensetzung

30.06.2017

Top 10 Positionen

Aktien Größe
Unibail Rodamco SE ORD 8,09
Land Securities Group PLC ORD 6,90
British Land Company PLC ORD 5,41
Klepierre SA ORD 5,15
Vonovia SE ORD 4,72
Gecina SA ORD 4,58
PSP Swiss Property AG ORD 4,12
Icade SA ORD 3,67
Eurocommercial Properties NV ORD 3,26
Derwent London PLC ORD 3,15
30.06.2017

Zum Verkauf zugelassen in

  1. Österreich
  2. Chile
  3. Finnland
  4. Frankreich
  5. Deutschland
  6. Griechenland
  7. Hong Kong
  8. Irland
  9. Italien
  10. Luxemburg
  11. Niederlande
  12. Norwegen
  13. Portugal
  14. Singapur
  15. Spanien
  16. Schweden
  17. Schweiz
  18. Vereinigtes Königreich

Information über den Fonds

  • Starttermin01.09.1997
  • Größe der Anteilsklasse79Mn
  • BasiswährungEUR
  • ISIN LU0078113650

Kaufinformation

  • Mindestanlage (initial)0
  • Mindest regelmäßige Zusatzinvestition0

Gebühren

Performance bezieht sich auf die gezeigte Laufzeit (Monatsende bis Monatsende, Angebotspreis/Angebotspreis, Brutto-Erträge reinvestiert, in angezeigter Währung/angezeigten Währungen berechnet)