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MS INVF Emerging Markets Equity I USD

Ranked 189 out of 257 in - Global Emerging Markets over 36 months
All calculations are in GBP 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 in United Kingdom View performance globally

Performance

Global Emerging Markets over : 30/04/2016 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.4%
2018 -11.9% -2.7% -5.1% -1.3% -3.4%
2017 23.5% 9.8% 3.5% 3.6% 4.9%
2016 26.2% 7.1% 8.1% 12.7% -3.2%
2015 -5.5% 7.5% -3.9% -11.3% 3.1%
2014 1.7% -1.5% 3.5% 1.4% -1.7%
2013 -1.5% 8.5% -6.9% -2.3% -0.2%
2012 13.8% 9.6% -4.8% 4.3% 4.6%
2011 -17.5% -3.5% -0.2% -17.2% 3.4%
2010 21.5% 7.5% -5.3% 12.7% 6.0%
2009 52.2% -2.5% 17.7% 22.2% 8.5%
2008 -41.5% -15.0% -1.8% -20.3% -12.1%
2007 39.2% 2.6% 11.8% 12.8% 7.6%
2006 21.2% 13.1% -10.6% 4.8% 14.4%
2005 49.3% 3.0% 9.6% 19.8% 10.4%
2004 15.1% 7.3% -11.1% 9.0% 10.7%
2003 39.3% -5.4% 17.5% 13.6% 10.2%
2002 -16.0% 15.7% -14.1% -19.8% 5.4%
2001 -1.6% -3.9% 6.7% -26.2% 30.1%
2000 -32.4% 9.8% -6.9% -15.7% -21.5%
1999 98.3% 15.6% 24.9% -8.5% 50.1%
1998 -28.3% 3.9% -21.2% -25.8% 18.1%
1997 2.6% 16.5% 11.5% 2.5% -23.0%
1996 1.4% 10.8% 9.0% -6.4% -10.2%
1995 -11.7% -20.3% 13.8% 3.9% -6.3%
1994 -14.8% -5.9% -9.2% 17.0% -14.8%
1993 37.2%

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 size182Mn
  • Base currencyUSD
  • ISIN LU0054793475

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment50,000

Charges

  • Annual management1.10%

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