MS INVF Global Opportunity A USD
Scope Mutual Fund Rating: (A)
Fund Universe:
Peergroup:Equity Global
Index:MSCI World Standard Core (gross) Index (USD)
Fund Facts
Fund Manager
Heugh K./Umansky A.
Sec. Code A1H6XK
ISIN LU0552385295
Launch Date 11/30/2010
Fiscal Year-End December 31
Accumulating Yes
Last Dividend -
Volume 6,818 Mil. EUR
Price (5/31/2019) 75.89 USD
Strategy
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.
Fees
Initial Charge 5.75 %
Return Fee 0.00 %
Management Fee 1.60 %
Total Expense Ratio 1.84 %
Scope Mutual Fund Rating
Weight A B C D E
Rating 100 % 80
Performance 70 % 100
Risk 30 % 35
Rating Classes
Class Points Interpretation
A 100 - 78 Very good
B 78 - 60 Good
C 60 - 41 Average
D 41 - 23 Below average
E 23 - 1 Poor
Performance Results as of 5/31/2019 in EUR
 1 Mon.3 Mon.6 Mon.Curr. Yr.1 Yr.3 Yr. (p.a.)5 Yr. (p.a.)10 Yr. (p.a.)2018201720162015
Fund-4.8 %6.2 %13.5 %21.7 %1.7 %17.7 %19.9 % -3.0 %30.5 %2.7 %32.3 %
Index-5.1 %1.4 %3.6 %13.0 %5.2 %9.6 %10.5 %13.2 %-3.9 %8.2 %11.7 %11.2 %
Peergroup Ø-4.9 %0.2 %2.7 %11.3 %-0.2 %6.2 %6.7 %8.9 %-8.3 %8.2 %6.6 %8.1 %
Performance in EUR