MS INVF Emerging Leaders Equity A USD

Ranked 244 out of 258 in - Global Emerging Markets over 36 months
All calculations are in GBP unless stated

Managed by

Vishal Gupta

Ashutosh Sinha

Born in India in 1966, Ashutosh Sinha studied electrical engineering at the Indian Institute of Technology in Kanpur before beginning his career as a consultant at Citicorp Overseas Software. Sinha spent 3 years at Citicorp then completed an MBA at the Indian Institute of Management before joining SBI Fund Management as a portfolio manager in 1993. He made the switch to Morgan Stanley Investment Management in 1995 and is presently head of investments for Asia ex-Japan. From his Singapore base Sinha looks after a number of funds including the Morgan Stanley Asian Equity fund. He has an active stock selection style looking for core with a growth bias based on in-depth, fundamental, bottom up security selection and top-down country analysis.

Objective

The Emerging Leaders Equity Funds investment objective is to seek long term capital appreciation, measured in US Dollars, through investment primarily in a concentrated portfolio of equity securities in emerging and frontier countries.

Showing fund performance in United Kingdom View performance globally

Performance

Global Emerging Markets over : 31/05/2016 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.8%
2018 -8.5% -4.0% -0.9% -3.5% -0.4%
2017 14.3% 9.2% 2.5% -0.8% 3.0%
2016 20.9% 6.8% 8.9% 10.1% -5.6%
2015 -2.0% 7.0% -7.2% -5.5% 4.5%
2014 3.9% -0.8% 2.8% 0.3% 1.6%
2013 2.1% 13.9% -5.2% -2.9% -2.7%
2012 2.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
Apollo Hospitals Enterprise Ltd ORD 8.98%
Tencent Holdings Ltd ORD 6.46%
Taiwan Semiconductor Manufacturing Co Ltd ORD 5.71%
AIA Group Ltd ORD 5.36%
Alibaba Group Holding Ltd DR 5.33%
Adidas AG ORD 5.31%
Voltronic Power Technology Corp ORD 4.19%
Indusind Bank Ltd ORD 4.08%
Samsonite International SA ORD 3.86%
King Slide Works Co Ltd ORD 3.59%
31/12/2018

Registered For Sale In

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

Fund Info

  • Launch date17/08/2012
  • Share Class size49Mn
  • Base currencyUSD
  • ISIN LU0815263628

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.90%
  • Initial investment1.90%

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