Morgan Stanley Funds (UK) Global Brands Fund I Income IncRegister to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 9.2 | 24.0 | -7.4 | 9.6 | 6.8 | |
+/-Cat | -1.4 | 6.0 | 1.9 | -3.2 | -3.0 | |
+/-B’mrk | -3.1 | 4.3 | 0.3 | -5.7 | -5.9 | |
Category: Global Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar Global TME NR USD |
Key Stats | ||
NAV 31/10/2024 | GBP 42.31 | |
Day Change | -1.39% | |
Morningstar Category™ | Global Large-Cap Blend Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00B45K0579 | |
Fund Size (Mil) 30/10/2024 | GBP 910.85 | |
Share Class Size (Mil) 30/10/2024 | GBP 185.88 | |
Max Initial Charge | - | |
Ongoing Charge 19/02/2024 | 0.90% |
Morningstar Research |
Analyst Report | 13/02/2024 Drew Carter, Analyst Morningstar, Inc |
Morgan Stanley (UK) Global Brand’s experienced manager leads a team-based, high-conviction approach, earning a Morningstar Analyst Rating of Bronze.Lead manager William Lock is seasoned and skilled and has been key to his team’s success. He has... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
---|---|
People | 24 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Morgan Stanley Funds (UK) Global Brands Fund I Income Inc |
The Fund aims to grow investor's investment over 5 - 10 years. The Fund invests at least 80% of its assets in shares of companies in developed countries on a global basis. The Fund may also invest up to 20% of its assets in companies in emerging markets, including China A-Shares via Stock Connect. The Fund may invest up to 10% of its net assets in China A-Shares via Stock Connect. |
Returns | ||||||||||||||||
|
Management | ||
Manager Name Start Date | ||
Bruno Paulson 22/06/2009 | ||
Vladimir Demine 22/06/2009 | ||
Click here to see others | ||
Inception Date 25/02/2011 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR GBP | Morningstar Global TME NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Morgan Stanley Funds (UK) Global Brands Fund I Income Inc | 30/09/2024 |
|
|
Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 7.60 |
SAP SE | Technology | 7.02 |
Visa Inc Class A | Financial Services | 5.53 |
Accenture PLC Class A | Technology | 3.92 |
Aon PLC Class A | Financial Services | 3.53 |
Increase Decrease New since last portfolio | ||
Morgan Stanley Funds (UK) Global Brands Fund I Income Inc |