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Morgan Stanley Global Opportunity A USD

Ranked 1 out of 49 in - Global over 12 months
All calculations are in CLP unless stated

Managed by

Kristian Heugh

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 Chile View performance globally

Performance

Global over : 31/07/2016 - 31/07/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 14.0% 10.1%
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. 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 size526Mn
  • 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).