Morgan Stanley Investment Funds - Global Brands Fund AH (CHF)Register to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 16.2 | 17.4 | -12.1 | 14.4 | -8.2 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 07/05/2024 | CHF 60.36 | |
Day Change | 0.98% | |
Morningstar Category™ | Other Equity | |
ISIN | LU0671505468 | |
Fund Size (Mil) 06/05/2024 | USD 21647.31 | |
Share Class Size (Mil) 06/05/2024 | CHF 25.01 | |
Max Initial Charge | 5.75% | |
Ongoing Charge 31/03/2023 | 1.80% |
Investment Objective: Morgan Stanley Investment Funds - Global Brands Fund AH (CHF) |
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 | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Bruno Paulson 22/06/2009 | ||
Vladimir Demine 22/06/2009 | ||
Click here to see others | ||
Inception Date 11/11/2011 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Morgan Stanley Investment Funds - Global Brands Fund AH (CHF) | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 8.45 |
SAP SE | Technology | 6.85 |
Visa Inc Class A | Financial Services | 5.75 |
Accenture PLC Class A | Technology | 5.52 |
Intercontinental Exchange Inc | Financial Services | 4.31 |
Increase Decrease New since last portfolio | ||
Morgan Stanley Investment Funds - Global Brands Fund AH (CHF) |