Global developed and emerging market large cap-biased growth-focused equities with higher risk/return approach. Active bottom-up concentrated strategy.
Data as of
Morgan Stanley Investment Management (MSIM) is the asset management arm of US investment bank Morgan Stanley. MSIM manages over US$1.9tn of assets globally through long-only, alternatives, and liquidity fund products.
The Morgan Stanley Global Opportunity Fund is an actively managed fund that seeks long-term capital appreciation. The fund emphasises a bottom-up stock selection process, by investing globally in high quality established and emerging companies that the investment team believes are undervalued at the time of purchase and have sustainable competitive advantages that can be monetised through growth. ESG considerations are integrated in the investment process. The fund runs a highly concentrated portfolio of ~35 holdings and can have high concentration in single sectors, resulting in potentially higher volatility than broad equity markets.
Price Performance – Maximum Period
Investment-Time-Horizon in years
Morgan Stanley Investment Funds - Global Opportunity Fund
This fund represents active exposure to global developed and emerging markets large caps-biased growth-focused equities.
SPDR MSCI All Country World UCITS ETF
Dimensional Funds PLC - World Allocation 80/20 Fund
The Dimensional World Allocation 80/20 Fund is our FAIRHORIZON Orange reference benchmark solution that has 80% global developed equities and 20% global investment grade short-to-medium maturity bonds for global defensive equity-like returns and volatility.
This fund represents active exposure to global developed and emerging markets large caps-biased growth-focused equities.
The fund focuses on a bottom-up investment approach to look for undervalued companies with sustainable competitive advantages that can be monetised through growth.
Sectors
Geography