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Morgan Stanley Global Infrastructure Fund A USD

Ranked 3 out of 10 in - Infrastructure over 12 months
All calculations are in EUR 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.

Matt King

Matt King joined Morgan Stanley in 2008 and has 14 years of financial industry experience. He is a managing director at Morgan Stanley Investment Management and is portfolio manager for the Global Infrastructure Securities strategy, where he is responsible for primary, day-to-day management of the portfolios as well as directing the team’s sector and company research. Previously, Matt worked at Bear Stearns in a variety of roles including investment banking and research, during which time he provided research and analytical support for a number of infrastructure-related financing. Matt received a BA, magna cum laude, from Occidental College in Diplomacy and World Affairs and an MBA (Hons) from Columbia Business School.


The investment objective is to seek to provide long-term capital appreciation, measured in US Dollars, by investing primarily in equity securities issued by companies located throughout the world that are engaged in the infrastructure business. Companies in the infrastructure business may be involved in, among other areas, the transmission and distribution of electric energy; the storage, transportation and distribution of natural resources, such as natural gas, used to produce energy; the building, operation and maintenance of highways, toll roads, tunnels, bridges and parking lots.

Showing fund performance in Belgium View performance globally


Infrastructure over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -7.4% 7.9%
2017 -1.7% 1.7% -1.3% -1.7% -0.4%
2016 17.8% 2.7% 9.8% 4.0% 0.5%
2015 -5.6% 12.4% -6.1% -12.9% 2.7%
2014 30.9% 4.4% 9.9% 7.2% 6.3%
2013 12.7% 10.9% -3.6% 0.7% 4.8%
2012 13.1% 1.5% 7.0% 3.8% 0.4%
2011 19.0% 1.2% 1.5% 1.5% 14.1%
2010 4.2% 4.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
Atlantica Yield PLC ORD 6.99%
Promotora y Operadora de Infraestructura SAB de CV ORD 5.89%
Enbridge Inc ORD 5.70%
American Tower Corp ORD 5.04%
USD Cash 4.57%
National Grid PLC ORD 4.24%
Vinci SA ORD 4.15%
Kinder Morgan Inc ORD 3.38%
Crown Castle International Corp ORD 3.22%
TransCanada Corp ORD 3.06%

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Greece
  9. Hong Kong
  10. Ireland
  11. Italy
  12. Luxembourg
  13. Netherlands
  14. Norway
  15. Portugal
  16. Singapore
  17. Spain
  18. Sweden
  19. Switzerland
  20. United Kingdom

Fund Info

  • Launch date14/06/2010
  • Share Class size263Mn
  • Base currencyUSD
  • ISIN LU0384381660

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0


  • Annual management1.50%
  • Initial investment1.50%

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