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Morgan Stanley Global Brands Equity Income A USD

Ranked 135 out of 208 in - Global Equity Income 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 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 globally. You can view performance in individual jurisdictions.

Performance

Global Equity Income over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 8.4% 5.6% -0.5%
2016 1.1% -2.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Greece
  7. Ireland
  8. Luxembourg
  9. Norway
  10. Singapore
  11. Spain
  12. Sweden
  13. Switzerland

Fund Info

  • Launch date29/04/2016
  • Share Class size01Mn
  • Base currencyUSD
  • ISIN LU1378879321

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.75%

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