Morgan Stanley Global Brands I (Portfolio Hedged) Inc

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Quick Stats

Bid Price - Offer Price -
Mid Price GBP 14.01 Day Change GBP +0.13 (0.93%)
Price Date 14 Feb 2020 Crown Rating 5
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.00 Fund Size 1,042,486,500.00
Launch Date 03/02/2003 Standard Initial Charge (%) 0.00
Currency GBP ISA Eligible No
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 0.00 Total Expense Ratio (%) 0.00
ISIN GB00BJNQ8K39 Min TopUp (£) 0.00
Ongoing Charge (%) 0.9000 Ongoing Charge Date 30/09/2019

Fund Objective

The fund aims to grow your investment over 5 to 10 years.

Fund Managers

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

Fund Performance

Cumulative Performance

Discrete Performance

No data available

Top 10 Holdings

Name Weight
MICROSOFT CORP 8.30%
PHILIP MORRIS INTERNATIONAL IN 7.84%
RECKITT BENCKISER GROUP PLC 7.39%
SAP SE 5.58%
VISA INC 5.35%
ACCENTURE PLC 4.80%
AUTOMATIC DATA PROCESSING INC 4.18%
BAXTER INTERNATIONAL INC 3.94%
DANAHER CORP 3.75%
BECTON DICKINSON & CO 3.61%

Asset Breakdown

Name Weight
Dutch Equities 3.32%
French Equities 5.65%
German Equities 5.58%
Italian Equities 0.87%
Money Market 1.98%
UK Equities 18.33%
US Equities 64.27%

Region Breakdown

Name Weight
France 5.65%
Germany 5.58%
Italy 0.87%
Money Market 1.98%
Netherlands 3.32%
UK 18.33%
USA 64.27%

Sector Breakdown

Name Weight
Communications 1.52%
Consumer Discretionary 2.07%
Consumer Staples 34.77%
Financials 2.70%
Health Care 20.50%
Industrials 5.99%
Information Technology 30.47%
Money Market 1.98%