MS INVF runs 6 funds available to UK investors on Funds Benchmark, with £1.8B in combined assets under management. The book is concentrated in Mixed Asset (2 funds), Hedge (2 funds), Equity (2 funds).
| # | Fund | 1Y | AUM | OCF |
|---|---|---|---|---|
| 1 |
Mixed Asset Global
MS INVF Diversified Alpha Plus F EUR
LU1084930384
|
— | £952M | — |
| 2 |
Mixed Asset Global
MS Horizons Global Multi-Asset Growth Z Acc USD
LU1409373716
|
— | £388M | — |
| 3 |
Hedge Global
MS INVF FX Alpha Plus RC 400 USD I USD
LU0283956471
|
— | £242M | — |
| 4 |
Equity Japan
MS INVF Japanese Systematic Equity AX JPY
LU0257818723
|
— | £137M | — |
| 5 |
Hedge Global
MS INVF FX Alpha Plus RC 200 I EUR
LU0283945516
|
— | £19M | — |
| 6 |
Equity Europe
MS INVF European Systematic Equity I EUR
LU0225742997
|
— | £16M | — |
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We list 6 MS INVF 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.
MS INVF's largest exposure is in Mixed Asset alongside 2 other asset classes . 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 MS INVF 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.
OCF data isn't currently available across the full MS INVF range. 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 MS INVF 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.