Morgan Stanley Investment Management ISIN LU2598446065

Morgan Stanley Investment Management Global Opportunity Fund

Morgan Stanley Investment Management Global Opportunity Fund is an active equity fund from Morgan Stanley Investment Management, ISIN LU2598446065, priced in EUR.

  • Active
  • Equity
  • Global
  • Fund size (GBP) £9.5B

Seeks long-term capital appreciation, measured in US dollars, through investment primarily in growth-oriented equity securities on a global basis.

How the fund has returned, and where it ranks among peers. Returns to Sep 2026 end, GBP net total return.
+0.3% Q4
1 year return
+56.7% Q2
3 year return
–
5 year return
Daily NAV, percent change from the start of the range. Source: FE fundinfo.
  • 1 month −0.6%
  • 3 months −2.7%
  • Volatility, 3 years 18.7%
  • Ongoing charge (OCF)
  • Fund size (GBP) £9.5B

What the fund holds

Where the money is: sectors, countries and largest holdings. As supplied by FE fundinfo, last updated 4 Oct 2026. Swipe or use the arrows for more panels.

By sector

Spot concentrations at a glance. Share of the fund's portfolio, as supplied by FE fundinfo, last updated 4 Oct 2026.
INFORMATION TECHNOLOGY30.7%
CONSUMER DISCRETIONARY26.6%
COMMUNICATION SERVICES19.7%
See all sectorsA free account shows the full list.

By country

Spot concentrations at a glance. Share of the fund's portfolio, as supplied by FE fundinfo, last updated 4 Oct 2026.
NORTH AMERICA39.3%
FAR EAST30.4%
EUROPE23.3%
See all countriesA free account shows the full list.

By asset class

Spot concentrations at a glance. Share of the fund's portfolio, as supplied by FE fundinfo, last updated 4 Oct 2026.
North American Equities39.2%
Asia Pacific Equities28.5%
European Equities23.1%
See all asset classesA free account shows the full list.

Largest holdings

The biggest positions, and how concentrated the fund is. As supplied by FE fundinfo, last updated 4 Oct 2026.
  1. 1. SK HYNIX INC.8.9%
  2. 2. TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LIMITED8.3%
  3. 3. SPOTIFY TECHNOLOGY SA6.6%
  4. 4. META PLATFORMS, INC.5.1%
  5. 5. ASML HOLDING NV4.6%
See all holdingsA free account shows the full list.

Macro events and this fund

Recent events linked to this fund by its country and sector exposure, and how it moved after. A measured move, not a cause.

Performance, risk and facts

Judge return, risk and cost before a client conversation. Relative return uses the chart's time range. Facts as reported by the manager.

Against its benchmark

How the fund compares with its benchmark over the same period.

Risk

How bumpy the ride has been, plus the regulatory risk rating.
Volatility, 3 years18.7%
Scale 0 to 40%
Sharpe ratio, 3 years (FE)0.75
Scale −1 to 3
Largest fall from a peak (maximum drawdown), 3 years
−23.1%

Volatility and maximum drawdown: calculated by Funds Benchmark, as at 30 Sep 2026.

Sharpe, alpha, beta: FE fundinfo, as at 3 Jul 2026.

Fund facts

Legal and cost facts for a client note. As reported by the manager.
ISIN
LU2598446065
Fund manager
Heugh, Umansky
Management company
MSIM Fund Management (Ireland) Limited
Depositary
J.P. Morgan SE, Luxembourg Branch
Benchmark
MSCI All Country World Net Index
Ongoing charge
Share class launch date
25 May 2023
Domicile
LU
Fund type
open-ended fund
Currency
EUR
SRRI
6 of 7

What a sum would have become

What an amount would have grown to over the period.
n/a

Past performance is not a reliable guide to future returns. Capital is at risk. Source: FE fundinfo. Returns are GBP net total return to month end unless stated. Headline returns to Sep 2026. Fund size is shown in GBP.

Managed by Morgan Stanley Investment Management

View every Morgan Stanley Investment Management fund on Funds Benchmark →

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Top country exposure