Fund factsheetFundFacts API
Issuer Morgan Stanley Investment FundsFigures as of 2026-08-31Generated 4 Oct 2026

Morgan Stanley Investment Funds Global Opportunity Fund - A USD

LU0552385295UCITS Fund

To seek long-term capital appreciation, measured in USD. Main Investments: The fund invests at least 70% of total net assets in equity securities of issuers located in any country, including American and Global Depositary Receipts (ADRs/GDRs).

Growth of 100

10020030020172019202120232025
Fund343
2015-12 → 2025-12 · rebased to 100

Key facts

TER1.83%
Fund sizeUSD 11.6bn
Inception2010-11-30
Holdings34
CurrencyUSD
DistributionAccumulating

Top holdings

  1. 01SK Hynix Inc8.94%
  2. 02Taiwan Semiconductor Mfg Co. Ltd8.24%
  3. 03Spotify Technology S.A.6.54%
  4. 04Meta Platforms Inc5.13%
  5. 05ASML Holding NV4.61%
  6. 06Uber Technologies Inc4.53%
  7. 07Hermès International S.A.4.45%
  8. 08DoorDash Inc4.35%
  9. 09Samsung Electronics Co. Ltd4.09%
  10. 10MercadoLibre Inc3.70%

Sectors

31%
  • Information Technology30.7%
  • Consumer Discretionary26.5%
  • Communication Services19.7%
  • Financials12.6%
  • Industrials9.0%
  • Cash1.7%

Countries

  1. North America39.2%
  2. Pacific Basin28.5%
  3. EURO Europe13.3%
  4. Non-EURO Europe9.8%
  5. South America3.1%
  6. Indian Sub-Continent2.7%
  7. Japan1.8%
  8. Cash1.7%

Risk & profile

1
2
3
4
5
6
7
Lower risk · lower rewardHigher risk · higher reward
Global Equity
RiskHighConcentrationConcentratedRegionGlobalSectorInformation Technology

Calendar-year returns

−0.6%2016+48.4%2017−7.4%2018+34.8%2019+54.0%2020−0.1%2021−42.5%2022+50.3%2023+26.0%2024+11.1%2025

Annualised returns

PeriodFundIndexDiff
1 Year+0.93%+23.67%−22.74%
3 Years p.a.+18.05%+19.70%−1.65%
5 Years p.a.+3.63%+10.98%−7.35%
10 Years p.a.+14.11%+12.78%+1.33%
Since Inception+13.05%+10.68%+2.37%

Risk & valuation metrics

Volatility 3y19.5%
Sharpe 3y0.65

Figures as of 2026-08-31. Data from FundFacts API; not investment advice.