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Morgan Stanley Asia Opportunity ZH EUR

Ranked 1 out of 69 in - Asia Pacific Excluding Japan over 12 months
All calculations are in EUR unless stated

Managed by

Kristian Heugh

Kristian Heugh is head of the global opportunity team at Morgan Stanley and leads global and international investing for the growth investing platform. He joined the firm in 2001 and has 16 years’ investment experience. Previously, he was a co-portfolio manager of a technology strategy and an international equity strategy, while a member of the global research group, working closely with the growth team. Prior to that, he was a technology analyst for MSIM’s sector rotation multi-cap growth strategies. He holds a degree in economics from Duke University.

Krace Zhou

Objective

The Asia Opportunity Funds investment objective is to seek long term appreciation, measured in US Dollars. The Fund will seek to achieve its investment objective by investing primarily in equity securities, including depositary receipts (including American Depositary Receipts (ADRs), Global Depositary Receipts (GDRs)), of issuers Located in Asia, excluding Japan. With a view to enhancing returns and/or as part of the investment strategy, the Fund may make use of exchange traded and over-the-counter options, futures and other derivatives for investment or efficient portfolio management purposes. The investment process integrates analysis of sustainability with respect to disruptive change, financial strength, environmental and social externalities and governance (also referred to as ESG).

Showing fund performance in Belgium View performance globally

Performance

Asia Pacific Excluding Japan over : 30/04/2017 - 30/04/2018
  • Rank 1/69 Total Return
  • Rank 68/69 Standard Deviation
  • Rank 46/69 Max Drawdown
Fund Name Currency Risk
65 BGF Asian Dragon A2 USD EUR

11.1

66 BGF Asia Pacific Equity Income A2 USD EUR

11.1

67 Robeco Asian Stars Equities D EUR EUR

12.8

68 Morgan Stanley Asia Opportunity ZH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

13.9

69 Old Mutual Asian Equity Income A USD EUR

14.9

Fund Name Currency Loss
44 PARVEST Equity Best Select Asia Ex-Japan P C USD EUR

-6.0%

45 T Rowe Asian ex-Japan Equity I USD EUR

-6.0%

46 Morgan Stanley Asia Opportunity ZH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-6.0%

47 M&G Asian A Acc EUR EUR

-6.0%

48 BNY Mellon Asian Income A EUR Acc EUR

-6.1%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 3.1%
2017 71.1% 17.6% 14.0% 15.5% 10.6%
2016 2.2% 6.7% -8.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Ireland
  7. Italy
  8. Luxembourg
  9. Netherlands
  10. Singapore
  11. Spain
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date31/03/2016
  • Share Class size27Mn
  • Base currencyEUR
  • ISIN LU1378879081
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.75

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).