Morgan Stanley Global Brands A GBP Acc

Ranked 13 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

William Lock

Bruno Paulson

London-based Bruno Paulson is a portfolio manager for Morgan Stanley. He is co-manager of the firm’s Global Brands funds and joined Morgan Stanley in 2009 from Sanford Bernstein, where he was a Senior Analyst covering the financial sector. Paulson has also worked as a manager at the Boston Consulting Group. He attended INSEAD, where he received an MBA. Paulson was also a Research Fellow in Political Economy at Nuffield College, Oxford University, and holds a BA in Politics, Philosophy and Economics from Keble College, Oxford.

Objective

The objective is to provide long-term capital appreciation through investment primarily in equity securities issued world-wide.

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 11.7%
2018 2.8% -5.9% 12.0% 5.5% -7.6%
2017 13.9% 8.2% 1.5% -2.7% 6.7%
2016 24.6% 5.5% 7.8% 5.4% 3.9%
2015 11.2% 5.6% -3.4% -0.8% 10.0%
2014 11.2% -0.2% 2.2% 2.9% 5.9%
2013 16.9% 16.4% 0.0% -2.8% 3.3%
2012 8.7% 7.9% -2.5% 4.0% -0.7%
2011 8.7% 0.8% 6.6% -2.9% 4.2%
2010 17.2% 12.4% -7.5% 5.6% 6.8%
2009 17.2% -10.4% 4.1% 18.5% 6.1%
2008 -4.7% -7.1% -7.5% 3.7% 6.9%
2007 7.2% 5.2% 0.4% -2.1% 3.8%
2006 6.6% 4.7% -4.2% 5.1% 1.0%
2005 24.8% 5.3% 6.1% 6.2% 5.3%
2004 4.6% -0.4% 4.3% -3.6% 4.5%
2003 12.1% 2.5% 8.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
Reckitt Benckiser Group PLC ORD 8.40%
Microsoft Corp ORD 7.12%
Unilever PLC ORD 5.26%
Visa Inc ORD 4.82%
SAP SE ORD 4.28%
Accenture PLC ORD 4.20%
Twenty-First Century Fox Inc ORD 3.98%
Philip Morris International Inc ORD 3.87%
Coca-Cola Co ORD 3.84%
Baxter International Inc ORD 3.73%
31/12/2018

Registered For Sale In

  1. Germany
  2. United Kingdom

Fund Info

  • Launch date31/01/2003
  • Share Class size03Mn
  • Base currencyGBP
  • ISIN GB0032482506

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5.00%

Related News

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