Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

Morgan Stanley Global Brands A USD

Ranked 1831 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 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 : 31/10/2016 - 31/10/2017
  • Rank 1831/2970 Total Return
  • Rank 2356/2970 Standard Deviation
  • Rank 1814/2970 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 9.4% 5.9% -0.2%
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 size2,224Mn
  • Base currencyUSD
  • ISIN LU0119620416

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.40%

Related News

PassiveBeat: why is there no brand ETF?

Big brand names make great investments; sadly we don't have an ETF for them.

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