LSE - Delayed Quote GBp

Morgan Stanley UK MA Sst Bal I £ Inc (0P0001MR4E.L)

936.69 -0.08 (-0.01%)
At close: September 10 at 9:00 PM GMT+1

Fund Summary

Morgan Stanley UK MA Sst Bal I £ Inc

25 Cabot Square, Canary Wharf
+(44 20) 7425 8000

Fund Overview

Category --
Fund Family Morgan Stanley Investment Management (ACD) Limited
Net Assets 10.49M
YTD Return 6.90%
Yield 1.48%
Morningstar Rating
Inception Date Jun 28, 2021

Fund Operations

Last Dividend 0.11
Last Cap Gain --
Holdings Turnover --
Average for Category --

Fees & Expenses

Expense 0P0001MR4E.L Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Damon is a Portfolio Manager for the Portfolio Solutions Group at MSIM, heading the team's Quantitative Research. Damon focuses on asset allocation, portfolio optimization and rebalancing and has helped develop and refine the proprietary quant models utilized by the team. He has 16 years of industry experience. Prior to joining the firm in 2008, Damon was an associate at Merrill Lynch, responsible for portfolio construction and quantitative research in the hedge fund development and management team. Damon received a B.S. in Engineering from National Taiwan University and an M.B.A. and M.S. joint degree from Case Western Reserve University. He also holds an M.S. in Computational Finance from Carnegie Mellon University.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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