Michael Kushma

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Manager factsheet

Michael Kushma
Morgan Stanley Investment Fund
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Manager profile

Michael Kushma has over 25 years of investment experience; he joined the firm in 1987. Previously, he was a global fixed income strategist for the firm's Fixed Income Division. Prior to joining the firm, he was a senior lecturer of economics at Columbia University. Michael received an A.B. in economics from Princeton University; an M.Sc. in economics from the London School of Economics and a M.Phil. in economics from Columbia University.

FOLLOW ON FUNDSWIRE

Annualised total return over 24.9 years

+4.7%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Michael Kushma	3.4	2.3	0.0	5.2	33.2
Peer Group Composite	5.7	2.6	4.4	10.9	36.7
Over / Under	-2.3	-0.3	-4.4	-5.7	-3.5

Total return for Michael Kushma

Discrete calendar year performance : Michael Kushma

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Michael Kushma	3.4	-0.3	-1.5	-5.4	3.1	4.1	1.1	-2.8	30.9	-0.5
Peer Group Composite	5.7	1.8	-4.6	-3.7	5.6	5.6	0.5	-3.3	28.2	-0.4
Over / Under	-2.3	-2.1	3.1	-1.7	-2.5	-1.5	0.6	0.5	2.7	-0.1

Performance vs peer group composite: Michael Kushma

How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.

Overall markets

Outperformed peer group composite

4 years

out of a possible 10

Overall markets

Underperformed peer group composite

6 years

out of a possible 10

Rising markets

Outperformed peer group composite

2 years

out of a possible 6

Falling markets

Outperformed peer group composite

2 years

out of a possible 4

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

MS INVF Global Bond	Co-managed	FO Fixed Int - USD Investment Grade	since Apr 30 1995 to present
Morgan Stanley Global Fixed Income Opportunities	Co-managed	FO Fixed Int - USD	since Nov 07 2011 to present
MS INVF Global Asset Backed Securities	Lead manager	FO Fixed Int - Global	since Mar 01 2014 to present
MS INVF European Fixed Income Opportunities	Lead manager	FO Fixed Int - EUR	since Sep 30 2014 to present

Funds managed previously

Fund	Periods

MS INVF Short Maturity Euro Bond	since Aug 30 1994 to Aug 31 2011
MS INVF Euro Bond	since Dec 01 1998 to Aug 31 2011
MS INVF Euro Strategic Bond	since Apr 30 1999 to Aug 31 2011
Morgan Stanley UK Long Bond	since Dec 11 2000 to fund close
Morgan Stanley UK Index Linked	since Mar 01 2004 to fund close
MS INVF Asian Fixed Income Opportunities	since Feb 27 2015 to fund close
MS INVF Euro Liquidity RIP	since Aug 09 2005 to Jul 09 2006