Morgan Stanley Global Brands Fund

This fund is similar in its aims as those strategies from Barings and JOHCM. The fund aims to provide reduced downside participation relative to the benchmark; since launch the downside participation is about 65%. In percentage terms this means if the market was down -11.6%, then the fund was down -7.6%. On the reverse when the market is up then it captures about 93% of the upside. Averaged out the fund should and does outperform the index.

The team are looking for high quality businesses. Although the fund is called Global Brands it is about focusing on strong global franchises. These fall into four categories; consumer staples, software and IT services, healthcare and other niches….read more

Fund Facts Morningstar

Notes

Please note...

Shininglights.co.uk is not regulated by the FCA. The information is purely a guide and it is the responsibility of the investor to carry out their own research before making any final decisions. We will ensure that the information is as accurate as possible but we cannot be held accountable for any errors or omissions. No products are sold on this site, nor do we endorse any particular product or investment.

Where there are links to third party sites this is not an endorsement of that site, and we cannot be held responsible for the accuracy of the information on that site.

Where there is reference to performance you should note that past performance is purely a guide and investments can fall as well as rise.

The information on the site belongs to shininglights.co.uk and cannot be replicated or copied without our permission.