Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

Morgan Stanley Global Concentrated Portfolio;I

Ranked 1 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
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 1.5%
2017 22.6% 5.4% 5.6% 7.3% 2.6%
2016 6.4% -1.5%

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 size16Mn
  • Base currencyUSD
  • ISINUS61766J5002

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges