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Morgan Stanley Emerging Markets Equity I USD

Ranked 428 out of 656 in - Global Emerging Markets over 12 months
All calculations are in USD unless stated

Managed by

Ruchir Sharma

Ruchir Sharma attended the Shri Ram College of Commerce in Delhi and received a BA with honours in Commerce. He joined Morgan Stanley in 1996 and has over 13 years of investment experience. Prior to joining Morgan Stanley, Ruchir worked with Prime Securities in Delhi where he worked in the firm's foreign exchange business. Ruchir is now the head of the global emerging markets equity team and manages the Morgan Stanley Asian Equity fund and the Morgan Stanley Emerging Markets Equity fund. He is a member of the Global Tactical Asset Allocation Investment Committee and also writes for Newsweek, The Wall Street Journal and is a regular contributor to The Economic Times which is India’s leading financial daily.

Objective

The investment objective is to seek to maximise total return, measured in US Dollars, through investment primarily in emerging market country equity securities. The Fund will principally invest in those emerging market countries in which the Company believes that economies are developing strongly and in which the markets are becoming more sophisticated. Emerging Market countries, for the purposes of this Fund, are as defined by the MSCI Emerging Market Index.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global Emerging Markets over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 11.1% 7.6% 7.0%
2016 5.8% 4.4% 0.6% 9.5% -8.0%
2015 -10.7% 2.4% 1.8% -14.6% 0.4%
2014 -4.3% -0.8% 6.2% -3.9% -5.4%
2013 0.4% 1.3% -7.0% 4.3% 2.1%
2012 19.0% 12.7% -6.5% 7.3% 5.3%
2011 -18.1% -1.2% 0.0% -19.7% 3.2%
2010 17.8% 1.0% -6.6% 18.7% 5.3%
2009 71.0% -2.8% 35.3% 18.7% 9.5%
2008 -57.8% -15.1% -1.7% -28.6% -29.1%
2007 41.6% 2.8% 14.4% 14.5% 5.2%
2006 38.2% 14.2% -4.7% 5.8% 19.9%
2005 33.5% 1.3% 4.0% 18.2% 7.1%
2004 23.5% 10.2% -12.3% 8.7% 17.5%
2003 54.9% -7.1% 22.7% 14.4% 18.7%
2002 -7.0% 13.2% -8.1% -17.3% 7.9%
2001 -4.1% -8.5% 5.5% -22.9% 28.8%
2000 -37.3% 8.7% -11.6% -17.7% -20.7%
1999 92.1% 12.1% 22.0% -4.4% 46.9%
1998 -27.5% 5.7% -21.5% -24.4% 15.6%
1997 -1.4% 11.8% 13.0% -0.5% -21.5%
1996 11.8% 8.9% 10.9% -5.9% -1.7%
1995 -8.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. Finland
  4. France
  5. Germany
  6. Greece
  7. Ireland
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Peru
  13. Portugal
  14. Singapore
  15. Spain
  16. Sweden
  17. Switzerland
  18. United Kingdom

Fund Info

  • Launch date30/07/1993
  • Share Class size191Mn
  • Base currencyUSD
  • ISIN LU0054793475

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment50,000

Charges

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).