Morgan Stanley Investment Funds - Global Brands Fund A (USD)Register to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 8.5 | 22.6 | -7.8 | 8.9 | 4.8 |
![]() | +/-Cat | -2.1 | 4.5 | 1.6 | -3.9 | -4.7 |
![]() | +/-B’mrk | -3.8 | 2.9 | 0.0 | -6.4 | -7.4 |
Category: Global Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar Global TME NR USD |
Key Stats | ||
NAV 14/08/2024 | USD 217.61 | |
Day Change | 0.35% | |
Morningstar Category™ | Global Large-Cap Blend Equity | |
ISIN | LU0119620416 | |
Fund Size (Mil) 13/08/2024 | USD 21544.62 | |
Share Class Size (Mil) 13/08/2024 | USD 7422.18 | |
Max Initial Charge | 5.75% | |
Ongoing Charge 31/03/2024 | 1.84% |
Morningstar Research |
Analyst Report | 13/02/2024 Drew Carter, Analyst Morningstar, Inc |
Morgan Stanley Global Brand’s experienced manager leads a team-based, high-conviction approach, earning a Morningstar Analyst Rating of Bronze for its cheapest share classes, with more-expensive ones earning Neutral.Lead manager William Lock is... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Morgan Stanley Investment Funds - Global Brands Fund A (USD) |
The Fund’s investment objective is to seek an attractive long term rate of return, measured in US Dollars, through investment primarily in equity securities of companies in the world’s developed countries. The Fund will invest in a concentrated portfolio of companies whose success the Company believes depends on intangible assets (for example, but not limited to, brand names, copyrights or methods of distribution) underpinning a strong business franchise. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Bruno Paulson 22/06/2009 | ||
Vladimir Demine 22/06/2009 | ||
Click here to see others | ||
Inception Date 30/10/2000 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR USD | Morningstar Global TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Morgan Stanley Investment Funds - Global Brands Fund A (USD) | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 8.68 |
![]() | ![]() | 6.74 |
![]() | ![]() | 5.77 |
![]() | ![]() | 4.99 |
![]() | ![]() | 4.39 |
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Morgan Stanley Investment Funds - Global Brands Fund A (USD) |