Morgan Stanley Global Brands Equity Inc I GBP Acc

Ranked 9 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

Funds investment objective is to provide regular income and seek long term capital appreciation. The Fund will seek to achieve its investment objective by investing primarily (meaning not less than 80% of the value of the Scheme Property of the Fund) in equity securities of issuers located in the worlds developed markets. The Fund may also invest in equity securities of issuers located in emerging markets and in preference shares, debt securities convertible into common shares or preference shares, warrants on securities and other equity linked securities to gain exposure to issuers located in developed and emerging markets.

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 11.1%
2018 2.4% -7.3% 12.2% 5.5% -6.7%
2017 11.5% 7.6% 1.5% -2.9% 5.1%
2016 3.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. United Kingdom

Fund Info

  • Launch date30/08/2016
  • Share Class size03Mn
  • Base currencyGBP
  • ISIN GB00BZ4CG420

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment0

Charges

  • Annual management0.85%
  • Initial investment0.00%

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