MSIF Global Opportunity Fund A EUR (MSJV)

Overview

MSIF Global Opportunity Fund A EUR is an accumulation share class that is denominated in euros within the Morgan Stanley Investment Funds Global Opportunity Fund, a Luxembourg SICAV sub-fund. This fund is classified under Article 8 of the Sustainable Finance Disclosure Regulation, emphasizing its commitment to sustainable investment practices. It primarily targets high-quality, growth-oriented companies globally, identifying those that are considered undervalued and possess sustainable competitive advantages conducive to long-term capital appreciation.

The fund's investment strategy incorporates environmental, social, and governance (ESG) factors alongside traditional financial analyses including strength and adaptability to disruptive changes in the market. Under the guidance of a skilled management team led by Kristian Heugh, CFA, the fund maintains a concentrated portfolio that generally consists of around 34 holdings. It emphasizes investments in sectors such as consumer discretionary, information technology, and communication services, with significant regional exposure to North America, Europe, and emerging markets, notably India and South America.

With total net assets exceeding $14.9 billion, the fund features a high active share of over 90%, reflecting its unique strategy focused on companies that demonstrate strong return on invested capital alongside robust sales growth potential. Benchmarking against the MSCI All Country World Net Index, the share class, which was launched in March 2021, is ideally suited for investors seeking exposure to global large-cap growth equity, all while prioritizing sustainable investment considerations.

Products and Services

• Global Opportunity Fund

  This fund focuses on identifying and investing in high-quality growth companies worldwide that are perceived to be undervalued. The investment approach combines financial metrics with ESG factors to promote a balance of profitability and sustainability.

• Concentrated Portfolio Management

  The fund concentrates its investments in approximately 34 holdings, allowing for a more intensive focus on a select group of companies that exhibit substantial growth potential. This concentrated approach aims to maximize returns through high conviction investments in carefully chosen sectors.

• Sustainable Investment Strategy

  In alignment with Article 8 of the Sustainable Finance Disclosure Regulation, the fund integrates ESG principles into its investment process, ensuring that social responsibility and environmental sustainability are integral to investment decisions.

• Sector Focus

  The fund emphasizes investment in sectors such as consumer discretionary, information technology, and communication services. This strategic focus targets industries with robust growth potential and transformative changes due to technology and consumer behavior shifts.

• Regional Diversification

  With significant exposure to North America, Europe, and emerging markets, especially India and South America, the fund aims to leverage geographic diversity to enhance growth opportunities and manage risk.

• High Active Share Strategy

  The fund showcases an active share of over 90%, indicating a willingness to deviate significantly from the benchmark. This strategy seeks to identify unique opportunities that traditional benchmark investments might overlook.