Morgan Stanley Funds (UK) Global Brands Fund I Accumulation Acc

Name
Morgan Stanley Funds (UK) Global Brands Fund I Accumulation Acc
Manager
Morgan Stanley Investment Management (ACD) Limited
Type
Open Ended Investment Company
ISIN
GB0032482498
Sector
Global
Launched
03/02/2003
OCF
0.9 %
Risk Rating
2
3 Year Sharpe
1.52
3 Year Alpha
5.16
Yield
0.9 %
Benchmark
MSCI World NR GBP
The Fund’s investment objective is to seek long term capital appreciation through investment primarily (meaning not less than 80% of the volume of the Scheme Property of the Fund) in equity securities of companies in the world’s developed countries. The Fund will invest in a concentrated portfolio of companies whose success the Investment Manager believes depends on intangible assets (for example, but not limited to, brand names, copyrights or methods of distribution) underpinning a strong business franchise.
Holding %
Reckitt Benckiser Group PLC 8.50 %
Microsoft Corp 7.09 %
Philip Morris International Inc 6.63 %
Unilever PLC 5.01 %
Visa Inc Class A 4.93 %
SAP SE 4.85 %
Accenture PLC Class A 4.81 %
Baxter International Inc 4.20 %
Heineken NV 3.67 %
Danaher Corp 3.56 %
Region %
United States 61.81 %
United Kingdom 21.07 %
Eurozone 17.12 %
Sector %
Consumer Defensive 42.36 %
Technology 17.57 %
Healthcare 16.64 %
Industrials 8.12 %
Financial Services 8.02 %
Consumer Cyclical 7.28 %
Name
Morgan Stanley Investment Management (ACD) Limited
Address
E14 4QA, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Christian Derold
Joined 06/22/2009

Christian is a portfolio manager for the London-based International Equity team. He joined Morgan Stanley in 2006. Prior to joining the firm, Christian was director of research at Millgate Capital. Prior to this, he worked at the State of Wisconsin Investment Board where he managed the Board’s international equity portfolio. Christian received an M.A. in business administration from the University of Economics and Business Administration in Vienna, Austria.

Bruno Paulson
Joined 06/22/2009

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.

Vladimir Demine
Joined 06/22/2009

Vladimir is a portfolio manager for the London-based International Equity team. He joined Morgan Stanley in 2009 and has 14 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.

Marcus Watson
Joined 06/22/2009

Marcus is a portfolio manager for the London-based International Equity team. He joined Morgan Stanley in 2008 and has eight years of investment experience. Marcus received a B.Sc in psychology from the University of Newcastle Upon Tyne.

Dirk Hoffmann-Becking
Joined 06/22/2009

Dirk is a portfolio manager for the London-based International Equity team. He joined Morgan Stanley in 2013 and has 13 years of investment experience. Prior to joining the firm, Dirk worked for Soci?t? G?n?rale as Global Head of Bank Sector Research. Previously, was a senior research analyst covering European Banks at Sanford Bernstein. Prior to that, Dirk spent five years as a consultant for McKinsey & Company and three years as a strategy manager at ABN Amro. Dirk has a Ph.D. in Law (magna cum laude) from Christian Albrechts University of Kiel, Germany and trained and worked as a lawyer at Freshfields Bruckhaus Deringer.

William Lock
Joined 02/03/2003

William is a portfolio manager and co-head of the London-based International Equity team. He joined Morgan?Stanley in 1994 and has 24 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.

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