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Morgan Stanley Global Opportunity Z USD

Ranked 1 out of 31 in - Global over 12 months
All calculations are in LVL 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 Latvia View performance globally

Performance

Global over : 31/05/2016 - 31/05/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 13.9%
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 34.7% 4.0% 1.6% 14.1% 11.7%
2012 8.0% 12.0% -4.2% 1.1% -0.4%
2011 -3.9% -0.9% 0.8% -10.6% 7.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date30/11/2010
  • Share Class size757Mn
  • Base currencyUSD
  • ISIN LU0552385535

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.75%

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