Morgan Stanley Investment Funds - Global Brands Fund A
Equity fund
1 year
USA
Largest region
Medium
Risk
Cost
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
05 Jun 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
Costs
- Ongoing costs
Includes management fees of 1,60 %
- Platform fee
- Kickback fee
- Annual running costs
- Performance-based fee
Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.
Allocation
- Stocks 98%Interest 2%
Portfolio
Shows the fund's largest investments.
- SAP SE7.8%
- Microsoft Corp7.8%
- Visa Inc Class A6.3%
- L'Oreal SA5.1%
- Aon PLC Class A3.8%
- RELX PLC3.7%
- Booking Holdings Inc3.7%
- Accenture PLC Class A3.6%
- Coca-Cola Co3.4%
- Procter & Gamble Co3.2%