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Morgan Stanley Global Opportunity A USD

Ranked 1 out of 126 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Kristian Heugh

Kristian Heugh is head of the global opportunity team at Morgan Stanley and leads global and international investing for the growth investing platform. He joined the firm in 2001 and has 16 years’ investment experience. Previously, he was a co-portfolio manager of a technology strategy and an international equity strategy, while a member of the global research group, working closely with the growth team. Prior to that, he was a technology analyst for MSIM’s sector rotation multi-cap growth strategies. He holds a degree in economics from Duke University.

Objective

The investment objective is to seek long term appreciation, measured in US Dollars. The Fund will seek to achieve its objective by investing primarily in equity securities, including depositary receipts (including American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs)), of issuers located in any country. The Fund may also invest on an ancillary basis, in debt securities convertible into common shares, preference shares, China A-Shares via Stock Connect, warrants on securities, cash and cash equivalents and other equity linked securities. The Fund may invest up to 10% of its net assets in China A-Shares via Stock Connect.

Showing fund performance in Portugal View performance globally

Performance

Global over : 31/10/2016 - 31/10/2017
  • Rank 1/126 Total Return
  • Rank 65/126 Standard Deviation
  • Rank 9/126 Max Drawdown
Fund Name Currency Loss
8 UBAM 30 Global Leaders Equity AHC EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.2%

9 Morgan Stanley Global Opportunity A USD EUR

-1.3%

10 T Rowe Global Growth Equity A USD EUR

-1.3%

11 NB Trading R EUR

-1.4%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 13.7% 2.8% 5.9%
2016 2.4% -8.8% 3.4% 6.7% 1.8%
2015 32.1% 20.5% 2.6% -7.8% 15.9%
2014 22.3% 1.4% 4.4% 10.2% 4.9%
2013 32.6% 3.2% 1.3% 13.8% 11.5%
2012 7.5% 11.6% -3.9% 0.9% -0.7%
2011 -3.3% -1.1% 0.7% -10.8% 8.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date30/11/2010
  • Share Class size776Mn
  • Base currencyUSD
  • ISIN LU0552385295

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.60%

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