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Morgan Stanley Global Opportunity A USD

Ranked 1 out of 50 in - Global over 12 months
All calculations are in CLP 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.The investment process integrates analysis of sustainability with respect to disruptive change, financial strength, environmental and social externalities and governance (also referred to as ESG).

Showing fund performance in Chile View performance globally

Performance

Global over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 36.3% 14.0% 10.1% 5.5% 3.0%
2016 -6.0% -9.7% -0.2% 7.4% -2.9%
2015 38.5% 9.9% 9.2% 0.8% 14.6%
2014 24.0% 6.3% 4.2% 9.7% 2.1%
2013 52.1% -1.0% 10.0% 17.9% 18.4%
2012 0.6% 7.6% -5.8% -3.3% 2.7%
2011 3.8% 7.2% 0.6% -7.8% 4.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date30/11/2010
  • Share Class size961Mn
  • 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).