Morgan Stanley Investment Funds - Europe Opportunity Fund A
Equity fund
1 year
Europe
Largest region
High
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- The Fund’s investment objective to seek long-term capital appreciation (measured in EUR). The fund primarily invests (at least 70% of total net assets) in equity securities of issuers located in Europe, including depository receipts (American Depository Receipts (ADRs), Global Depositary Receipts (GDRs) and European Depository Receipts (EDRs)). The investment manager emphasises a bottom-up stock selection process, seeking attractive investments on an individual company basis. In selecting securities for investment, the investment manager seeks high quality established and emerging companies that the investment manager believes are undervalued at the time of purchase.
Investment horizon
- Morgan Stanley Investment Funds - Europe Opportunity Fund A is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.
Characteristics
- Minimum amount
- Sharpe 3 years
- Price/NAV
21 Oct 2025
- Start date07 Apr 2016
- ISINLU1387591305
Risk
- High (5 of 7)
Morningstar rating
- The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.
Sustainability
- SustainabilityPartial
Annual cost
- Ongoing costs
Includes management fees of 1,50 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 99%Interest 1%
Portfolio
Shows the fund's largest investments.
- Spotify Technology SA9.1%
- Hermes International SA8.5%
- Moncler SpA8.1%
- DSV AS8.0%
- Schneider Electric SE5.0%
- Liberty Media Corp Registered Shs Series -C- Formula One5.0%
- ASML Holding NV4.9%
- L'Oreal SA4.5%
- On Holding AG4.2%
- Essilorluxottica4.1%