Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Morgan Stanley Indian Equity A USD

Ranked 24 out of 26 in - India over 12 months
All calculations are in EUR 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.

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 Investment objective is to seek long term capital appreciation, measured in US Dollars, by investment directly primarily in the equity securities of companies domiciled or exercising the predominant part of their economic activity in India. The Fund, either directly or indirectly, may also invest, on anancillary basis, in companies listed on Indian stock exchanges which may not be domiciled or exercising the predominant part of their economic activity in India, in depositary receipts (including American Depositary Receipts (ADRs), Global Depositary Receipts (GDRs) and European Depositary Receipts (EDRs)), debt securities convertible into common shares, preference shares, debentures, warrants on securities and other equity linked securities, including participatory notes. The Fund, either directly or indirectly, will invest in a concentrated portfolio of companies.

Showing fund performance in Ireland View performance globally

Performance

India over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -10.3%
2017 23.5% 18.9% -2.7% 1.2% 5.4%
2016 5.0% -6.1% 8.9% 6.7% -3.8%
2015 10.1% 21.6% -6.3% -2.5% -0.9%
2014 63.0% 8.4% 12.6% 18.8% 12.4%
2013 -11.8% -0.7% -7.7% -12.1% 9.4%
2012 26.3% 15.6% -6.1% 13.0% 2.9%
2011 -36.2% -13.1% -4.9% -13.5% -10.7%
2010 32.9% 12.0% 8.9% 5.9% 2.9%
2009 86.1% -1.4% 46.3% 13.3% 13.8%
2008 -63.6% -34.4% -21.5% -3.6% -26.7%
2007 48.4% -4.0% 20.3% 7.5% 19.5%

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. Portugal
  13. Singapore
  14. Spain
  15. Sweden
  16. Switzerland
  17. Taiwan
  18. United Kingdom

Fund Info

  • Launch date30/11/2006
  • Share Class size113Mn
  • Base currencyUSD
  • ISIN LU0266115632

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Initial investment1.6

Related News

Morgan Stanley unveils ‘breakout nations’ equity fund

Investment firm launches new strategy designed to tap best stock ideas from EM and frontier markets, Citywire Global has learned.

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