MS INVF Global Discovery Z EUR

Ranked 70 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Dennis P. Lynch

Dennis P Lynch has over 14 years of investment experience and successfully navigated growth equity portfolios through the bull market of the late 1990s and the bear market of 2000-2002. Dennis joined Morgan Stanley in 1997 and became head of US growth portfolio management in New York for all capitalisation segments in 2004. Amongst others, he currently manages the Morgan Stanley US Small Cap Growth Fund and the Morgan Stanley US Equity Growth Fund.

Objective

The investment objective is to seek long-term capital appreciation, measured in US Dollars. Under normal market conditions, the Fund's investment objective will be pursued by investing primarily in equity securities of established and emerging companies located throughout the world, with capitalizations within the range of companies included in the MSCI All Country World Index.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 14.9%
2018 -1.9% -3.0% 9.3% 6.8% -13.4%
2017 15.9% 6.1% 3.3% 3.1% 2.5%
2016 60.7% 12.3% 8.2% 14.6% 15.3%
2015 2.4% 6.1% -4.6% -6.9% 8.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date28/11/2014
  • Base currencyEUR

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.75%

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