Morgan Stanley Investment Funds - Global Brands Fund A
Equity fund
1 year
USA
Largest region
Medium
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- The Global Brands fund seeks an attractive long term rate of return, measured in US dollars, through investing in the equity securities of primarily mid to large capitalisation companies of the world´s developed countries. The fund is a concentrated port
Investment horizon
- Morgan Stanley Investment Funds - Global Brands Fund A is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.
Characteristics
- Minimum amount
- Sharpe 3 years
- Price/NAV
20 Oct 2025
- Start date29 Oct 2000
- ISINLU0119620416
Risk
- Medium (4 of 7)
Morningstar rating
- The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.
Sustainability
- SustainabilityPartial
Annual cost
- Ongoing costs
Includes management fees of 1,60 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 98%Interest 2%
Portfolio
Shows the fund's largest investments.
- Microsoft Corp9.0%
- SAP SE8.0%
- Visa Inc Class A5.0%
- RELX PLC4.9%
- Arthur J. Gallagher & Co4.1%
- Alphabet Inc Class A3.9%
- Coca-Cola Co3.8%
- Automatic Data Processing Inc3.7%
- Procter & Gamble Co3.5%
- L'Oreal SA3.5%