Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

MS INVF Global Brands Equity Income IR EUR

Ranked 1 out of 99 in - Global Equity Income 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 investment objective is to provide regular income and an attractive rate of return measured in USD. The Fund will seek to achieve its investment objective by investing primarily in equity securities of issuers located in the worlds developed markets.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity Income over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.2%
2018 2.7% -7.5% 12.7% 5.6% -6.7%
2017 11.8% 7.6% 1.6% -3.2% 5.6%
2016 4.6% 3.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date29/04/2016
  • Base currencyEUR

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.85%

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