Morgan Stanley Global Brands Equity Income I Inc GBP
| Shares Class | Inc. |
|---|---|
| Yield | 3.73 |
| Total Expense Ratio | 1.00 |
Fund Performance
Cumulative Performance
Discrete Performance
| Shares Class | Inc. |
|---|---|
| Yield | 3.73 |
| Total Expense Ratio | 1.00 |
Cumulative Performance
Discrete Performance
| Fund Size | 48,449,800.00 | Launch Date | 30/08/2016 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBP | ISA Eligible | No | Annual Management Charge (%) | 0.85 |
| Sector | IMA UK Equity Income | Min Investment (£) | 0.00 | Total Expense Ratio (%) | 1.00 |
| ISIN | GB00BZ4CG537 | Min Topup (£) | 0.00 | Ongoing Charge (%) | 1.0000 (on 19/02/2020) |
The fund aims to provide regular income and to grow your investment over 5 to 10 years.
Vladimir Demine
Vladimir is a portfolio manager for the London-based International Equity team. He joined Morgan Stanley in 2009 and has eight years of investment management experience. Prior to joining the firm, Vladimir worked for UBS Global Asset Management in London, where he was an analyst responsible for stock selection of consumer staples holdings in key client mandates. Vladimir received a M.Sc. in investment management with Distinction from City University (CASS) Business School and a Master's in finance with Distinction from St Petersburg State University of Economics and Finance
Bruno Paulson
Bruno is a portfolio manager for the London-based International Equity team. He joined Morgan Stanley in 2009. Prior to joining the firm, Bruno worked for Sanford Bernstein in London, where he was a Senior Analyst covering the financial sector, particularly banks and insurers, for eight years. Previously, he was a manager at the Boston Consulting Group where he focused on the financial services industry. Bruno has an MBA from INSEAD where he received the Ford Prize for graduating top of class. He was also a Research Fellow in Political Economy at Nuffield College, Oxford, and received a B.A. in Politics, Philosophy and Economics with 1st Class Honors from Keble College, Oxford.
William Lock
William is a portfolio manager and head of the London-based International Equity team. He joined Morgan Stanley in 1994 and has 28 years of investment experience. Prior to joining the firm, he worked at Credit Suisse First Boston’s Corporate Finance Group, and was a management consultant with Arthur D. Little. William received a B.A. in Modern History from Keble College, Oxford. William is a longstanding sponsor of the creative arts, including Glyndebourne Opera.
Marcus Watson
Marcus is a member of the London-based International Equity team. He joined Morgan Stanley in 2008 and has five years of investment experience. He received a B.Sc in psychology from the University of Newcastle Upon Tyne.
Dirk Hoffmann-Becking
Mr. Dirk Hoffmann-Becking serves as the Portfolio Manager at Morgan Stanley Investment Management Limited. Mr. Hoffmann-Becking serves as Portfolio Manager of Morgan Stanley Institutional Fund, Inc. - Global Franchise Portfolio; Morgan Stanley Investment Funds - Global Brands Fund, Morgan Stanley Institutional Fund, Inc. - International Equity Portfolio; Morgan Stanley Investment Management Inc.; SunAmerica Series Trust - International Diversified Equities Portfolio; The Universal Institutional Funds, Inc. - Global Franchise Portfolio; and Morgan Stanley Institutional Fund, Inc. - Global Quality Portfolio. He served as a Equity Analyst at Societe Generale Cross Asset Research from March 2012 to August 2013. He covered banking research within financials sector. Previously, Mr. Hoffmann-Becking served as a Senior Security Analyst at Sanford C. Bernstein & Co., LLC, Research Division.
Nic Sochovsky
Alex Gabriele
Richard Perrott
Nathan Wong
| Name | Weight |
|---|---|
| Dutch Equities | 2.00% |
| French Equities | 5.00% |
| German Equities | 4.00% |
| Italian Equities | 0.00% |
| Money Market | 1.00% |
| UK Equities | 16.00% |
| US Equities | 69.00% |
| Name | Weight |
|---|---|
| France | 5.00% |
| Germany | 4.00% |
| Italy | 0.00% |
| Money Market | 1.00% |
| Netherlands | 2.00% |
| UK | 16.00% |
| USA | 69.00% |
| Name | Weight |
|---|---|
| Communications | 1.00% |
| Consumer Discretionary | 3.00% |
| Consumer Staples | 33.00% |
| Financials | 4.00% |
| Health Care | 20.00% |
| Industrials | 4.00% |
| Information Technology | 29.00% |
| Money Market | 1.00% |
| Others | 0.00% |
| Name | Weight |
|---|---|
| MICROSOFT CORP | 8.00% |
| PHILIP MORRIS INTERNATIONAL IN | 7.00% |
| RECKITT BENCKISER GROUP PLC | 7.00% |
| VISA INC | 5.00% |
| ACCENTURE PLC | 4.00% |
| BAXTER INTERNATIONAL INC | 4.00% |
| DANAHER CORP | 4.00% |
| PROCTER & GAMBLE CO | 4.00% |
| SAP SE | 4.00% |
| AUTOMATIC DATA PROCESSING INC | 3.00% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.