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Fund in Focus: Morgan Stanley’s Global Opportunity fund

Here we take a closer look at Morgan Stanley’s CHF 8bn Global Opportunity fund.

Fund manager:

The Morgan Stanley Global Opportunity fund is managed by Kristian Heugh.

He is the head of the global opportunity team at Morgan Stanley, having joined the firm in 2001.

He has held a Citywire AAA rating since April 2017 and was rated for the first time in January 2014.

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Fund manager:

The Morgan Stanley Global Opportunity fund is managed by Kristian Heugh.

He is the head of the global opportunity team at Morgan Stanley, having joined the firm in 2001.

He has held a Citywire AAA rating since April 2017 and was rated for the first time in January 2014.

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Performance:

Fund size: CHF 8 billion

Launch date: 30 November 2010

Returns over three years: 83.2% as of 30 September 2018

The fund invests in global established and emerging companies, which are considered undervalued at the time of purchase.

The investment team looks for companies with competitive advantages and the potential for long-term growth.

The fund has been outperforming the sector average since September 2015 and has recorded returns of 83.2% over the past three years compared with the sector average’s 34.5%.

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Portfolio construction:

Information technology: 37.15 %

Consumer discretionary: 30.01 %

Consumer staples: 14.14 %

Industrials: 6.52 %

Materials: 3.43 %

Financials: 3.07 %

Other: 0.94 %

Cash and equivalents: 4.73 %

The fund’s biggest overweights are IT at 37.15%, consumer discretionary at 30.01% and consumer staples at 14.14%.

The fund’s assets are mostly allocated to North America at 50.92%, the Pacific Basin and non-euro Europe.

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Kristian Heugh
Kristian Heugh
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