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Morgan Stanley Latin American Equity I USD

Ranked 27 out of 39 in - Latin America over 12 months
All calculations are in GBP unless stated

Managed by

Gaite Ali

Gaite Ali is the co-manager of Morgan Stanley’s Latin American Equity fund, which she has managed since 2007. Ali is also a Managing Director at Morgan Stanley, and brings a wealth of investment experience to the role, having previously worked as a portfolio manager at AllianceBernstein. After graduating with a BA in history from Vassar College, Ali then received an MBA in finance and an MA in international affairs from Columbia University.

Eric Carlson

Eric Carlson attended Harvard University where he received a BA Magna cum Laude in Social Studies and the Juris Doctor from Harvard Law School. Eric has over 12 years of investment experience and joined Morgan Stanley in 1997. Prior to this, he worked at Neuberger Berman as a telecommunications analyst. Eric is currently a portfolio manager with Morgan Stanley’s emerging markets equity team where he manages the Morgan Stanley Emerging Europe, Middle East & North Africa fund alongside Paul Psaila.

Paul Psaila

Paul Psaila attended Brandeis University in Massachusetts where he obtained a BA in Political Science and received a Masters degree in Economic and Latin American Studies from the School of Advanced International Studies at John Hopkins University. Paul has over 13 years of investment experience and joined Morgan Stanley in 1994. Prior to this, he worked at the International Monetary Fund where he was a research associate. Paul is currently a portfolio manager for the emerging markets equity portfolios at Morgan Stanley. He manages the Morgan Stanley Emerging Europe, Middle East & North Africa fund with Eric Carlson. Paul is a Chartered Financial Analyst.

Objective

The Latin American Equity Funds investment objective is to seek to maximise total return, measured in US Dollars, through investment primarily in the common shares of companies incorporated in Latin American countries. Such Latin American countries include Argentina, Bolivia, Brazil, Chile, Colombia, Costa Rica, Dominican Republic, Ecuador, El Salvador, Guatemala, Honduras, Mexico, Nicaragua, Panama, Paraguay, Peru, Uruguay and Venezuela provided that the markets in these countries are considered to be recognised exchanges (Recognised Exchanges) within the meaning of Article 41(1) of the 2010 Law.

Showing fund performance in United Kingdom View performance globally

Performance

Latin America over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 3.3%
2017 12.2% 10.0% -3.1% 11.7% -5.8%
2016 52.7% 23.0% 10.7% 11.0% 1.0%
2015 -26.8% -5.4% -3.0% -18.9% -1.6%
2014 -8.6% -2.0% 4.1% 0.0% -10.4%
2013 -13.6% 10.1% -16.1% -1.3% -5.3%
2012 7.3% 11.0% -11.9% 2.3% 7.3%
2011 -20.4% -3.5% -2.2% -21.7% 7.6%
2010 20.5% 7.3% -8.5% 14.1% 7.6%
2009 83.1% 0.2% 25.4% 28.1% 13.8%
2008 -38.4% -4.5% 10.1% -28.7% -17.8%
2007 35.9% 5.4% 13.5% 7.2% 6.0%
2006 32.4% 16.5% -9.1% 5.4% 18.6%
2005 69.6% 2.1% 15.4% 31.4% 9.5%
2004 35.8% 6.8% -6.8% 18.0% 15.7%
2003 43.7% 1.2% 16.4% 10.9% 10.0%
2002 -29.3% 12.4% -25.7% -26.5% 15.1%
2001 1.0% 1.3% 10.4% -27.2% 24.1%
2000 -8.4% 8.0% -1.2% -4.4% -10.3%
1999 71.9% 19.5% 20.5% -15.6% 41.5%
1998 -35.6% 2.0% -17.2% -31.8% 11.7%
1997 45.8% 22.8% 19.4% 10.1% -9.7%
1996 34.3% 17.4% 14.1% 4.7% -4.2%
1995 -18.4% -37.5% 21.1% 14.1% -5.5%
1994 -25.7%

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 date02/08/1994
  • Share Class size22Mn
  • Base currencyUSD
  • ISIN LU0052627634

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment50,000

Charges

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