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Morgan Stanley Global Brands A GBP Acc

Ranked 1728 out of 2948 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 : 31/08/2016 - 31/08/2017
  • Rank 1728/2948 Total Return
  • Rank 2298/2948 Standard Deviation
  • Rank 1355/2948 Max Drawdown
Fund Name Currency Return
1728 Zurich Investments Hedged Concentrated Glob Growth

Currency exposure is hedged

Currency exposure is hedged

AUD

13.7%

1728 Morgan Stanley Global Brands A GBP Acc USD

13.7%

1728 Invest Global USD

13.7%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 9.5% 5.4%
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

Asset Allocation

Breakdown

31/03/2017

Top 10 Holdings

Stock Size
Unilever PLC ORD 9.59
Reckitt Benckiser Group PLC ORD 8.45
Microsoft Corp ORD 6.77
Altria Group Inc ORD 5.97
L'Oreal SA ORD 5.58
British American Tobacco PLC ORD 4.82
Philip Morris International Inc ORD 4.59
Accenture PLC ORD 4.54
Reynolds American Inc ORD 4.42
Visa Inc ORD 4.14
31/03/2017

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).