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You are here: Manager factsheet

Andrew Harmstone

Morgan Stanley Investment Fund
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Manager profile
Andrew is a portfolio manager for the Global Asset Allocation team. He joined Morgan Stanley in 2008 and has 30 years of relevant industry experience. Prior to joining the Firm, Andrew worked at Bear Stearns as head of European Equity Quantitative Research. Previously, he headed European Equity Derivatives and Quantitative Research at Lehman Brothers. While at Lehman, Andrew was voted first place in Derivatives Research in Europe in the 2004 Institutional Investor survey. Andrew has also worked as the head of Product Development at Credit Suisse and had held various positions including the European head of Structured Derivatives and US head of the Futures and Options Group at JP Morgan Investment Management. He was also consultant to the Presidential Task Force on Market Mechanisms investigating the 1987 Market Break. Andrew received a MA in business economics from University of Pennsylvania, U.S. and a BA (Honors) in economics from University of Wisconsin.
Total return for Andrew Harmstone
Discrete calendar year performance : Andrew Harmstone

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Andrew Harmstone 13.2 -1.1 -10.8 0.9 0.3 -0.2 -4.2 2.5 26.1 -4.5
Peer Group Composite 12.6 0.9 -7.9 8.9 2.0 5.7 -2.1 4.2 19.7 1.4
Over / Under 0.6 -2.0 -2.9 -8.0 -1.7 -5.9 -2.1 -1.7 6.4 -5.9
Performance vs peer group composite: Andrew Harmstone
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
Up
Outperformed peer group composite
2 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
8 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
MS INVF Global Balanced Risk Control FoF Lead manager FO Mixed Asset - Balanced since Nov 02 2011 to present
MS INVF Global Balanced Income Lead manager FO Mixed Asset - Balanced since Jul 31 2014 to present
Funds managed previously
Fund Periods
MS INVF Global Balanced since Aug 16 2016 to Oct 31 2023
MS INVF Global Balanced Defensive since Aug 23 2016 to Oct 31 2023
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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