Morgan Stanley Investment Funds - Global Opportunity Fund ZRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 50.7 | 1.8 | -34.6 | 43.2 | 9.7 | |
+/-Cat | 27.0 | -12.7 | -16.5 | 27.1 | 3.7 | |
+/-B’mrk | - | -16.2 | -15.6 | 20.9 | 2.7 | |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 15/05/2024 | USD 141.56 | |
Day Change | 0.26% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
ISIN | LU0552385535 | |
Fund Size (Mil) 15/05/2024 | USD 13131.33 | |
Share Class Size (Mil) 15/05/2024 | USD 3387.73 | |
Max Initial Charge | 1.00% | |
Ongoing Charge 16/08/2023 | 0.86% |
Investment Objective: Morgan Stanley Investment Funds - Global Opportunity Fund Z |
The Fund’s investment objective is to seek long-term appreciation, measured in US Dollars. The Fund will seek to achieve its investment 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. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Kristian Heugh 30/11/2010 | ||
Inception Date 30/11/2010 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR USD | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Morgan Stanley Investment Funds - Global Opportunity Fund Z | 30/04/2024 |
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Top 5 Holdings | Sector | % |
Uber Technologies Inc | Technology | 8.16 |
ServiceNow Inc | Technology | 7.49 |
Meta Platforms Inc Class A | Communication Services | 5.63 |
Amazon.com Inc | Consumer Cyclical | 5.02 |
MercadoLibre Inc | Consumer Cyclical | 4.46 |
Increase Decrease New since last portfolio | ||
Morgan Stanley Investment Funds - Global Opportunity Fund Z |