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Morgan Stanley Emerging Leaders Equity A USD

Ranked 94 out of 226 in - Global Emerging Markets over 12 months
All calculations are in CHF 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 Fund’s 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. As markets in other countries develop, the Fund expects to expand and further diversify the emerging and frontier markets in which it invests. The Fund may invest in the equity securities of companies organised and located in countries other than an emerging or frontier market where the value of the company's securities will reflect principally conditions in an emerging or frontier country.

Showing fund performance in Switzerland View performance globally

Performance

Global Emerging Markets over : 30/11/2017 - 30/11/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.1% -3.3% -6.2%
2017 20.0% 8.8% 1.8% 3.5% 4.6%
2016 2.9% -0.4% 3.0% 6.5% -5.8%
2015 -6.7% -0.4% -5.4% -4.8% 4.1%
2014 9.2% -0.8% 5.8% 2.5% 1.6%
2013 1.0% 10.1% -5.4% -1.0% -2.1%
2012 0.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2018

Top 10 Holdings

Stock Size
Tencent Holdings Ltd ORD 7.64%
Apollo Hospitals Enterprise Ltd ORD 6.47%
AIA Group Ltd ORD 5.73%
Alibaba Group Holding Ltd DR 4.97%
Samsonite International SA ORD 4.76%
Taiwan Semiconductor Manufacturing Co Ltd ORD 4.31%
Bank Mandiri (Persero) Tbk PT ORD 4.24%
King Slide Works Co Ltd ORD 4.19%
Voltronic Power Technology Corp ORD 3.78%
Famous Brands Ltd ORD 3.67%
30/06/2018

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 size56Mn
  • 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).