About MSAQX
Morgan Stanley Institutional Asia Opportunity Portfolio Class I is an actively managed mutual fund focused on delivering long-term capital appreciation by investing primarily in high-quality established and emerging companies located in Asia, excluding Japan. The portfolio targets firms that the investment team believes are undervalued at the time of purchase, favoring businesses with sustainable competitive advantages and strong growth prospects. The fund integrates an analysis of financial strength, environmental and social factors, governance standards, and the potential for disruptive change into its investment approach, reflecting a commitment to ESG considerations.
The portfolio typically maintains a concentrated selection of around 29 holdings, with a high active share, meaning it differs significantly from its benchmark, the MSCI All Country Asia ex Japan Net Index. Its sector allocation features significant exposure to consumer cyclical, financial services, technology, and communication services companies. This strategy offers institutional investors focused access to Asia’s dynamic growth markets, seeking to capitalize on long-term structural trends in the region. The fund’s management team brings substantial industry experience to the table, and the class is structured for large, sophisticated investors, with a minimum initial investment of $1 million.
Fund Family Morgan Stanley
Category Pacific/Asia ex-Japan Stk
Performance Rating Below Average
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol MSAQX
Share Class Class I
Index MSCI AC Asia ex Japan NR USD
MSAQX had a total return of -5.67% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.00%.
