Morgan Stanley Investment Funds - Global Brands Fund Z
ISIN LU0360482987 / Valor 4222030
Morgan Stanley Investment Funds - Global Brands Fund Z
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MS INVF Global Brands Fund aims for long-term growth by investing at least 70% of its assets in equities of developed-market companies whose competitive advantage comes from intangible assets such as brand names, copyrights and distribution methods; the portfolio is actively managed (measured against the MSCI World Net Index but not constrained by it), incorporates ESG factors and engagement with company management, applies climate- and weapons-related exclusions, may hold up to 30% in assets outside the core criteria, can use derivatives which add risk, and may invest up to 10% in China A‑Shares via Stock Connect.
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