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Morgan Stanley Latin American Equity I USD

Ranked 24 out of 41 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.

Ana Cristina Piedrahita

Cristina Piedrahita is a portfolio manager for Morgan Stanley and is responsible for the firm’s Latin American Equity strategy, which she co-manages with Gaite Ali. Piedrahita has extensive experience in Latin American equities, having worked in the sector as an analyst for Fidelity, HSBC Asset Management and Baring Asset Management before joining Morgan Stanley. Piedrahita attended Brown University, where she received a BA in economics and political science. She also has an MBA in Business Management from the Sloan School of Management at the Massachusetts Institute of Technology.

Objective

The Latin American Equity Fund's 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, Cuba, 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.

Showing fund performance in United Kingdom View performance globally

Performance

Latin America over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 10.0% -3.1% 11.7%
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 -5.5%

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

Fund Info

  • Launch date02/08/1994
  • Share Class size07Mn
  • 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).