Morgan Stanley UK Global Brands I GBP

Fund

Fund Info

  • Yield History0.83%
  • 3 Year sharpe1.55
  • 3 Year alpha6.06
  • Distribution Typeaccumulation
  • BenchmarkMSCI World NR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.90%
  • SectorGlobal
  • Manager GroupMorgan Stanley
  • DomicileUnited Kingdom
  • ISINGB0032482498

Investment Strategy

The Fund’s investment objective is to seek long term capital appreciation through investment primarily (meaning not less than 80% of the volume of the Scheme Property of the Fund) in equity securities of companies in the world’s developed countries. The Fund will invest in a concentrated portfolio of companies whose success the Investment Manager believes depends on intangible assets (for example, but not limited to, brand names, copyrights or methods of distribution) underpinning a strong business franchise.