Morgan Stanley Investment Funds - Global Brands Fund FX (EUR)

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Performance History30/06/2024
Growth of 1,000 (GBP) Advanced Graph
Morgan Stanley Investment Funds - Global Brands Fund FX (EUR)
Fund8.824.0-7.49.84.2
+/-Cat-1.86.02.0-3.0-5.7
+/-B’mrk-3.44.40.4-5.4-8.0
 
Key Stats
NAV
12/07/2024
 EUR 48.60
Day Change 0.36%
Morningstar Category™ Global Large-Cap Blend Equity
ISIN LU1328241184
Fund Size (Mil)
12/07/2024
 USD 21776.22
Share Class Size (Mil)
12/07/2024
 USD 39.05
Max Initial Charge -
Ongoing Charge
31/03/2024
  0.94%
Morningstar Research
Analyst Report13/02/2024
Drew Carter, Analyst
Morningstar, Inc

Morgan Stanley Global Brand’s experienced manager leads a team-based, high-conviction approach, earning a Morningstar Analyst Rating of Bronze for its cheapest share classes, with more-expensive ones earning Neutral.Lead manager William Lock is...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
People24
Parent23
Process24
Performance
Price
Investment Objective: Morgan Stanley Investment Funds - Global Brands Fund FX (EUR)
The Fund’s investment objective is to seek an attractive long term rate of return, measured in US Dollars, through investment primarily 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 (for example, but not limited to, brand names, copyrights or methods of distribution) underpinning a strong business franchise.
Returns
Trailing Returns (GBP)12/07/2024
YTD2.72
3 Years Annualised5.28
5 Years Annualised7.04
10 Years Annualised-
12 Month Yield -
Dividend Paying Frequency Half-yearly
Management
Manager Name
Start Date
Bruno Paulson
22/06/2009
Vladimir Demine
22/06/2009
Click here to see others
Inception Date
01/12/2015
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI World NR USDMorningstar Global TME NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeYes
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Morgan Stanley Investment Funds - Global Brands Fund FX (EUR)31/05/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock97.990.0097.99
Bond0.340.000.34
Property0.000.000.00
Cash1.750.021.73
Other0.000.06-0.06
Top 5 Regions%
United States75.18
Eurozone14.36
United Kingdom10.45
Canada0.00
Latin America0.00
Top 5 Sectors%
Technology26.02
Healthcare22.31
Consumer Defensive18.81
Financial Services17.97
Industrials12.58
Top 5 HoldingsSector%
Microsoft CorpTechnologyTechnology8.21
SAP SETechnologyTechnology6.18
Visa Inc Class AFinancial ServicesFinancial Services5.84
Accenture PLC Class ATechnologyTechnology4.78
Intercontinental Exchange IncFinancial ServicesFinancial Services4.40
Morgan Stanley Investment Funds - Global Brands Fund FX (EUR)

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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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