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Morgan Stanley Global Brands A USD

Ranked 1983 out of 3010 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 investment objective is to seek an attractive long term rate of return, measured in USD, through investment principally in equity securities of companies in the world's developed countries. The Fund will invest in a concentrated portfolio of companies whose success the Company believes depends on intangible assets underpinning a strong business franchise.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.3%
2017 25.1% 9.4% 5.9% -0.2% 8.2%
2016 4.4% 3.1% 1.2% 1.4% -1.4%
2015 5.0% -0.4% 2.9% -3.7% 6.2%
2014 4.6% 0.8% 4.4% -2.4% 2.0%
2013 19.2% 9.1% -0.7% 3.8% 6.0%
2012 13.2% 11.5% -4.1% 6.2% -0.4%
2011 8.3% 4.4% 6.3% -6.6% 4.5%
2010 11.8% 4.6% -7.9% 12.1% 3.5%
2009 29.7% -12.0% 19.5% 13.9% 8.3%
2008 -29.7% -7.3% -8.0% -5.6% -12.7%
2007 8.8% 5.1% 3.1% -1.3% 1.8%
2006 20.0% 5.7% 1.2% 6.0% 5.8%
2005 10.8% 2.4% 0.8% 4.7% 2.6%
2004 12.7% 1.8% 3.3% -4.1% 11.8%
2003 26.6% -8.0% 16.1% 2.6% 15.5%
2002 6.9% 11.7% 3.9% -8.6% 0.7%
2001 0.3% -4.1% 4.4% -4.4% 4.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Hong Kong
  9. Iceland
  10. Ireland
  11. Italy
  12. Luxembourg
  13. Netherlands
  14. Norway
  15. Portugal
  16. Singapore
  17. Spain
  18. Sweden
  19. Switzerland
  20. Taiwan
  21. United Kingdom

Fund Info

  • Launch date30/10/2000
  • Share Class size2,300Mn
  • Base currencyUSD
  • ISIN LU0119620416

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.40%
  • Initial investment1.4

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