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Kristian Heugh's MSAUX NTF

BenWPBenWP
in Fund Discussions
MSAUX, a very successful Asia growth fund managed by MFO favorite Kristian Heugh is NTF at Fidelity, Vanguard and TDA. For a long time MS charged a load, but AUM are only $79M. I'm surprised they haven't cut a deal with Schwab where MGGPX and MIOPX are NTF. Ted, and maybe others have owned other share classes of these funds, but I don't know those symbols. If predictions about the recovery in EMs are correct, this would be a nice choice.

Comments

  • MikeW
    @BenWP. Thanks for the heads up.. Like you I'm in MGGPX and really like the fund. Less volatile than MSAUX with good EM exposure
  • johnNjohnN
    edited November 2019
    Thx
  • BenWPBenWP
    Hi, @MikeW. MGGPX current EM exposure is 19+%, whereas Heugh's MIOPX is nearly 33%. The fact that he works from Hong Kong must slant his choices towards the region. He has nothing in emerging Europe and only 1.63% in South America, for example. I would assume that MSAUX would be a collection of his best ideas for Asia; I note that Japan is not represented at all although it is in the global fund.
  • JoJo26
    BenWP said:

    Hi, @MikeW. MGGPX current EM exposure is 19+%, whereas Heugh's MIOPX is nearly 33%. The fact that he works from Hong Kong must slant his choices towards the region. He has nothing in emerging Europe and only 1.63% in South America, for example. I would assume that MSAUX would be a collection of his best ideas for Asia; I note that Japan is not represented at all although it is in the global fund.

    As an Asia portfolio, why would he own emerging Europe and/or South America?
  • BenWPBenWP
    I was referring to MIOPX, @JoJo26.
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