Awards and Recognition E-mail Article
Printer Friendly
Morgan Stanley Rated Best Financial Investment Management Company in Germany

Morgan Stanley has recently been rated the #1 financial investment management company in Germany by the prestigious Feri Trust.

 
Morgan Stanley has recently been rated the #1 financial investment management company in Germany by the prestigious Feri Trust.

This is a particularly significant award, as the Feri Trust is the leading rating company in Germany, and well respected by the industry as a whole. This is a performance measure that combines both qualitative and quantitative aspects, hence providing a true analysis of an individual company's track record over their entire product range that qualified for the survey.

Morgan Stanley was ranked number one out of 120 financial investment management companies included in the study. In total, 860 funds registered for sale in Germany with a track record longer than five years, were analyzed.

The number-one position was accomplished through the excellent performance of the Morgan Stanley SICAV family of funds, and the relatively low risks offered over the five-year period. The top performing funds are as follows:
  • Morgan Stanley Global Equity Fund
  • Morgan Stanley Emerging Markets Equity Fund
  • Morgan Stanley Japanese Equity Fund
  • Morgan Stanley U.S. Equity Growth Fund
  • Morgan Stanley U.S. Small Cap Growth Fund
  • Morgan Stanley U.S. Small Cap Value Fund
  • Morgan Stanley Global Bond Fund
  • Morgan Stanley Euro Strategic Bond Fund
  • Morgan Stanley U.S. Bond Fund
These funds are now some of the highest ranked in the industry, and reflect our commitment to achieving above-average performance and growing the wealth of all our investors.

This award is especially important when you consider it in the context of continuing downward price adjustments, fluctuating flows of funds both in terms of subscription and redemption activity, and increasing market volatility. It is a measure not only of the strength of the funds, but also Morgan Stanley's consistent track record and reputation for world class investment management.

Top financial investment management companies


Financial Investment
Management
Company
Funds with
Rating
Total
Funds with
Rating
(A) + (B)
Top Rating
Share
in %
Morgan Stanley 13 9 69.2
ABN Amro 9 6 66.7
DWS 44 29 65.9
Threadneedle 14 9 64.3
Merrill Lynch I.M. 13 8 61.5
Deka 22 13 59.1
DIT 30 16 53.3
Baring 17 9 52.9
HSBC 8 4 50.0
Fleming 13 6 46.2
Newton 11 5 45.5
CICM 9 4 44.4
Swissca 9 4 44.4
Fidelity 14 6 42.9
Gartmore 12 5 41.7
Julius Baer 11 4 36.4
Union 29 10 34.5
PARVEST 9 3 33.3
ADIG 26 8 30.8
INVESCO 21 6 28.6
Activest 26 7 26.9
Credit Suisse 20 5 25.0
MMWI 8 2 25.0
Schroder 12 3 25.0
UBS 16 4 25.0

The survey represents the qualified financial investment companies shown according to share in top rating funds in the respective funds portfolio (zero rating).

Source: Feri Trust Fund Rating Report D4/200


For further information please contact Henning Busch in IPCG on 3+266-2601.

Please note: Morgan Stanley SICAV Funds may only be offered in certain jurisdictions; it is therefore important that investors read the prospectus carefully before making any investment. In particular the funds are not registered in the United States.

There are special risk considerations associated with investing in emerging country securities. Please refer to the prospectus for further information and prior to making any investment.


To see the full list of awards, please click here.

More Awards
 Search Awards and Recognition
 
 Media Inquiries
For media inquiries, send an
e-mail to Media Inquiries
or call us at 1-212-762-3154.