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Morgan Stanley Global Brands A GBP Acc

Ranked 1719 out of 2970 in - Global over 12 months
All calculations are in USD 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 globally. You can view performance in individual jurisdictions.

Performance

Global over : 31/10/2016 - 31/10/2017
  • Rank 1719/2970 Total Return
  • Rank 2445/2970 Standard Deviation
  • Rank 2045/2970 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 9.5% 5.4% 0.5%
2016 4.4% 2.9% 0.3% 2.4% -1.2%
2015 5.2% 0.5% 2.3% -4.4% 7.0%
2014 4.7% 0.5% 4.8% -2.4% 1.8%
2013 19.1% 8.7% -0.1% 3.8% 5.7%
2012 13.7% 10.9% -4.3% 7.0% 0.0%
2011 7.9% 3.2% 6.7% -5.7% 3.9%
2010 13.6% 5.5% -8.8% 11.3% 6.1%
2009 31.7% -10.7% 19.7% 15.1% 7.1%
2008 -31.1% -7.2% -7.3% -7.1% -13.8%
2007 9.1% 5.4% 2.7% -0.6% 1.4%
2006 21.5% 5.8% 2.2% 6.2% 5.8%
2005 11.6% 3.6% 0.6% 4.8% 2.2%
2004 12.2% 2.3% 2.9% -3.8% 10.8%
2003 17.1% 3.2% 16.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. United Kingdom

Fund Info

  • Launch date31/01/2003
  • Share Class size05Mn
  • Base currencyGBP
  • ISIN GB0032482506

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

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