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Morgan Stanley Global Core Portfolio;I

Ranked 13 out of 18 in Global Large-Cap Core over 12 months

All calculations are in USD unless stated

The Fund seeks long-term capital appreciation. It invests primarily in U.S. and non-U.S. companies. The Adviser utilizes both a top-down and a bottom-up stock selection process, seeking investments in companies with attractive valuations, above average appreciation potential and competitive dividend yields.

sector performance

Global Large-Cap Core
Rank Fund Name Currency Loss
7 Mundoval Fund USD -0.1%
8 Aberdeen Global Equity Fund;A USD -0.1%
9 Morgan Stanley Global Core Portfolio;I USD -0.2%
10 1290 SmartBeta Equity Fund;I USD -0.3%
11 USAA World Growth Fund;Fund USD -0.3%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 22.3% 5.9% 4.7% 4.6% 5.4%
2016 5.6% -1.6%

Returns Vs Risk

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

Registered For Sale In

  1. United States

Fund Info

  • Launch date27/05/2016
  • Share Class size10Mn
  • Base currencyUSD
  • ISINUS61766J8808

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0