Morgan Stanley retains best equity fund manager crown in FundCalibre index

The Fund Management Equity Index 2019

Mike Sheen
clock • 3 min read

Morgan Stanley has been named the best equity fund manager for the second year running by FundCalibre's Fund Management Equity index, Investment Week can reveal.

The annual index, which looks at asset managers with the most consistent track record of outperformance over five years, found Morgan Stanley's six equity funds outperformed their respective sectors by an average of 42.1% over the period. Investment Week Conference with MorganStanley's Mary-Sue Marshall Although this represents a fall from the 46.5% of average outperformance the £14.8bn range scored in the previous year, it far exceeds the average outperformance achieved by its closest rivals. FundCalibre said Morgan Stanley has shown "strength across the board when it comes to its...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Equities

Partner Insight: Playing Defence with Dividends

Partner Insight: Playing Defence with Dividends

Today’s equity markets are characterised by bouts of volatility, spurred by geopolitical tensions and macroeconomic uncertainties, mainly due to the start-stop nature of the US-initiated global trade war. This has investors seeking strategies that offer...

Reineke Davidsz and Najib Nakad @ VLK Investment Management
clock 10 July 2025 • 3 min read
Stock pickers urge caution over rapid return to US equities

Stock pickers urge caution over rapid return to US equities

Quilter and Fidelity

Linus Uhlig
clock 01 July 2025 • 1 min read
Deep Dive: US equities may not have peaked but do require greater selectivity

Deep Dive: US equities may not have peaked but do require greater selectivity

Amid equity rebalancing

Linus Uhlig
clock 13 June 2025 • 4 min read
Trustpilot