About Morgan Stanley Saudi Equity Fund
Morgan Stanley Saudi Equity Fund is an investment fund profile on SNDUK. This page explains Morgan Stanley Saudi Equity Fund performance, key fund facts, and investment strategy for investors comparing funds in Saudi Arabia.
Morgan Stanley Saudi Equity Fund is managed by Morgan Stanley. Fund type: equity. Fund code: MSE. Assets under management: 189448578. Minimum investment: 50,000 ريال. Inception date: 1/6/2009.
Morgan Stanley Saudi Equity Fund is an open-ended public investment fund managed by Morgan Stanley Saudi Arabia. The fund aims to achieve long-term capital growth by investing in shares of companies listed on the Saudi Stock Exchange (Tadawul). The fund is classified as a high-risk investment fund, given the nature of equity investments and their associated price fluctuations and the possibility of a decline in investment value.
The fund manager follows an active investment strategy with a long-term horizon, based on comparing a stock’s market price with an assessment of its value and future potential, typically over a period of two to three years, taking into account factors including earnings, asset value, and cash flows. The fund selects stocks expected to appreciate in value based on sector and company analysis, as well as expected returns or growth rates.
The fund’s investment policy focuses on investing between 80% and 100% of its assets in shares listed on the Saudi Main Market, including initial public offerings and rights issues. The fund may also invest up to 20% in listed REITs and up to 10% in cash and money market instruments. Under normal circumstances, the cash allocation is expected to remain below 5%. However, the fund manager may temporarily increase the allocation to cash and money market instruments to 100% if market conditions are deemed unsuitable for investment. The fund may also invest in smaller companies with a market value of less than SAR 1 billion, in accordance with the fund’s terms and conditions. The fund does not invest in derivatives.
The fund measures its performance against the Tadawul All Share Index (TASI), which serves as a benchmark for comparing the fund’s performance with that of the Saudi financial market.
The minimum initial subscription, additional subscription, and redemption amount is SAR 50,000. Subscription and redemption requests are processed every Sunday and Tuesday. Requests submitted before 12:00 noon Riyadh time are executed on the same dealing day at the unit price calculated for that day, while requests submitted after this deadline are processed on the next dealing day. Redemption proceeds are paid within up to five business days following the relevant dealing day.
Morgan Stanley Saudi Equity Fund fund details
Morgan Stanley Saudi Equity Fund is managed by Morgan Stanley. The asset manager oversees portfolio decisions and fund operations for Morgan Stanley Saudi Equity Fund.
Morgan Stanley Saudi Equity Fund is classified as a equity fund, which shapes its risk profile and investment universe.
Investors can identify Morgan Stanley Saudi Equity Fund in market data using fund code MSE.
Morgan Stanley Saudi Equity Fund reports assets under management of 189448578.
The minimum investment amount to participate in Morgan Stanley Saudi Equity Fund is 50,000 ريال.
Morgan Stanley Saudi Equity Fund was launched on 1/6/2009, giving investors a track record to evaluate long-term performance.
Morgan Stanley Saudi Equity Fund performance summary
Return over 1 week: -2.5173%. Return over 1 month: -5.0282%. Return over 3 months: -3.6909%. Return over 6 months: -10.5134%. Return over 1 year: -11.5165%. Return over since inception: +895.427%.
Use this SNDUK fund page to review Morgan Stanley Saudi Equity Fund returns, manager details, and strategy before investing.
SNDUK publishes Morgan Stanley Saudi Equity Fund data to help investors compare investment funds in Saudi Arabia with transparent performance and fund information.
