Morgan Stanley Investment Management runs 15 funds available to UK investors on Funds Benchmark, with £121.0B in combined assets under management. The book is concentrated in Equity (8 funds), Bond (7 funds). The average ongoing charge (OCF) across the range is 0.01% — competitive for actively-managed funds. Every fund below links to a live detail page with its latest price, factsheet-style performance over 1Y / 3Y / 5Y, fees and full holdings — all comparable side by side against benchmark and peers.
| # | Fund | 1Y | AUM | OCF |
|---|---|---|---|---|
| 1 |
Equity Global
LU0054793475
|
+47.3% | £803M | 0.01% |
| 2 |
Equity Japan
LU0512093542
|
+33.6% | £61.0B | 0.02% |
| 3 |
Bond Global
LU2607331506
|
+16.6% | £3.7B | 0.00% |
| 4 |
Bond Global
LU2607188435
|
+12.6% | £2.1B | 0.02% |
| 5 |
Equity Asia Pacific Ex Japan
LU1378878604
|
+7.1% | £2.1B | 0.01% |
| 6 |
Bond Global
LU0694238766
|
+2.4% | £5.7B | 0.01% |
| 7 |
Equity Global
LU1276852313
|
+0.7% | £12.7B | 0.01% |
| 8 |
Bond Global
LU0857970346
|
-0.3% | £4.1B | 0.01% |
| 9 |
Bond Global
LU0132601682
|
-0.9% | £6.7B | 0.01% |
| 10 |
Equity Global
LU0955010953
|
-1.0% | £1.5B | 0.03% |
| 11 |
Bond Global
LU0034265644
|
-1.0% | £1.5B | 0.01% |
| 12 |
Bond Global
LU0176162005
|
-1.4% | £2.6B | 0.02% |
| 13 |
Equity United States
LU0225737302
|
-5.9% | £3.3B | 0.02% |
| 14 |
Equity Global
LU0239683559
|
-9.4% | £10.6B | 0.02% |
| 15 |
Equity United States
LU0073232554
|
-14.7% | £2.7B | 0.03% |
Morgan Stanley Investment Management has 15 funds covered by Funds Benchmark across Equity, Bond.
Add any fund to a side-by-side comparison with up to 5 competitor funds.
Every Morgan Stanley Investment Management fund's detail page on Funds Benchmark shows its latest price (NAV), cumulative and discrete performance, ongoing charge, fund size and full holdings — the same data a factsheet carries, kept current from FE fundinfo and shown side by side against benchmark and peers.
We list 15 Morgan Stanley Investment Management funds available to UK investors. Not every share class is offered by every platform — check your broker's fund list before placing an order. Use the search above each fund to see its full ISIN and pricing details.
Morgan Stanley Investment Management's largest exposure is in Equity alongside 1 other asset class . The full breakdown by count is shown above. You can also filter the firm's funds by asset class using the buttons on the Fund Finder.
Open any Morgan Stanley Investment Management fund's detail page to see its quartile rank against peers in the same IA sector, cumulative and discrete performance over 1Y / 3Y / 5Y, risk metrics (volatility, Sharpe, max drawdown), and full holdings breakdown. Performance data is from FE fundinfo and refreshed monthly.
Across the Morgan Stanley Investment Management retail share classes we cover, the average ongoing charge (OCF) is 0.01%. Individual share classes vary — institutional and clean retail classes are typically cheaper than legacy retail classes with embedded platform fees. Each fund's detail page shows the OCF for that specific share class.
The table above lists every Morgan Stanley Investment Management fund we cover, sortable by AUM, 1Y / 3Y / 5Y return, and ongoing charge. The Fund Finder offers more granular filtering across multiple managers at once.
