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3Y · NAV total return · GBP
Morgan Stanley Investment Funds - Emerging Markets Local Income Fund A: holdings, performance and fees
1Y return+12.6%
3Y return+25.6%
5Y return+28.6%
OCF (ongoing charge)1.40%
Top countries
South Africa11.2%
United States of America8.8%
Mexico8.0%
Luxembourg7.9%
Cash6.4%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTHPowered by ClaudeFREE PREVIEW
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Morgan Stanley Investment Funds - Emerging Markets Local Income Fund A has its largest country exposure in South Africa at 11.2%. 1-year return: +12.6%.
This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
Fetched 180 days of price data for top holdings and country ETF proxies via FMP API.
2
Weighted Composite Returns
Daily returns calculated and weighted by fund allocation percentages to create a synthetic portfolio.
3
Linear Regression Analysis
Ordinary Least Squares (OLS) regression fitted to cumulative returns: ŷ = βx + α
4
Forward Projection
Extended regression line 126 trading days (~6 months) to estimate future performance.
Model Statistics
R² (Coefficient of Determination)
0.85
Daily Rate of Change (β)
+0.071%
Data Points Analyzed
180
Components Weighted
6
This is an illustrative, model-generated scenario based on stated assumptions — not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
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