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Morgan Stanley Inst US Real Estate Portfolio;I

Ranked 24 out of 73 in - US Equity over 12 months
All calculations are in USD unless stated

Managed by

Ted Bigman

Ted Bigman joined Morgan Stanley in 1995 and has 28 years of investment experience. He is a managing director at Morgan Stanley Investment Management and is the head of Global Listed Real Assets Investing. Prior to joining the firm in 1995, he was a director at CS First Boston, where he worked for eight years in the real estate investment banking group. Ted received a BA from Brandeis University in Economics, an MBA from Harvard Business School and studied at the London School of Economics.

Bill Grant

Bill Grant joined Morgan Stanley in 2000 and has fourteen years of investment experience. He is a portfolio manager for the US Real Estate portfolio and previously worked for the firm’s Securitised Products Group. Bill received a BA in Economics from Occidental College.

Objective

The Fund seeks to provide above average current income and long-term capital appreciation by investing primarily in equity securities of companies in the U.S. real estate industry, including real estate investment trusts.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Equity over : 30/11/2017 - 30/11/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -8.1% 8.9% 1.1%
2017 3.3% -0.7% -0.2% 0.3% 4.0%
2016 6.8% 5.9% 4.0% -1.1% -2.0%
2015 2.3% 4.2% -9.4% 1.5% 6.8%
2014 30.7% 9.4% 7.3% -2.6% 14.3%
2013 2.5% 5.4% -0.5% -2.7% 0.3%
2012 16.3% 10.8% 3.2% -0.6% 2.3%
2011 5.6% 6.0% 3.3% -16.0% 14.8%
2010 29.9% 10.1% -3.6% 13.1% 8.1%
2009 29.7% -29.3% 30.0% 30.7% 7.9%
2008 -38.1% 3.2% -7.2% 4.2% -37.9%
2007 -16.6% 4.6% -7.2% 0.3% -14.3%
2006 38.9% 14.4% 0.8% 8.7% 10.9%
2005 17.7% -5.6% 14.8% 3.9% 4.5%
2004 37.3% 11.6% -4.1% 9.2% 17.6%
2003 37.6% 1.0% 13.1% 11.1% 8.5%
2002 0.2% 7.8% 2.8% -10.1% 0.5%
2001 9.3% -1.6% 9.1% -3.3% 5.3%
2000 29.7% 2.1% 12.3% 9.3% 3.4%
1999 -1.5% -2.8% 12.2% -9.0% -0.8%
1998 -12.3% -1.2% -4.1% -9.5% 2.2%
1997 27.6% 4.4% 6.8% 12.1% 2.2%
1996 39.6% 5.2% 5.6% 7.6% 16.7%
1995 7.6% 6.3% 5.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date24/02/1995
  • Share Class size225Mn
  • Base currencyUSD
  • ISIN US61744J6718

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.76%

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