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Morgan Stanley Global Opportunity Z USD

Ranked 1 out of 23 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 Lithuania View performance globally

Performance

Global over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 1.0% 14.4% -0.9%
2017 31.6% 13.9% 3.1% 6.1% 5.6%
2016 3.4% -8.6% 3.7% 6.9% 2.0%
2015 33.4% 20.8% 2.9% -7.6% 16.2%
2014 23.4% 1.6% 4.6% 10.4% 5.2%
2013 33.8% 3.4% 1.6% 14.0% 11.7%
2012 8.3% 11.8% -3.7% 1.2% -0.6%
2011 -2.5% -0.9% 0.8% -10.6% 9.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Cayman Islands
  5. Chile
  6. Denmark
  7. Finland
  8. France
  9. Germany
  10. Greece
  11. Iceland
  12. Ireland
  13. Italy
  14. Korea
  15. Latvia
  16. Lithuania
  17. Luxembourg
  18. Netherlands
  19. Norway
  20. Portugal
  21. Singapore
  22. Spain
  23. Sweden
  24. Switzerland
  25. United Kingdom

Fund Info

  • Launch date30/11/2010
  • Share Class size2,986Mn
  • Base currencyUSD
  • ISIN LU0552385535

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.75%

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