MORGAN STANLEY GLOBAL QUALITY Z USD GBP
A concentrated, unconstrained portfolio of global equities, held for the long term.
ANNUAL MANAGEMENT CHARGE
Prices as at 06 Dec 2023.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
|Dividends paid||Jan, July|
|Standard Initial Charge||0%|
|Initial Charge Via BestInvest||0%|
|Additional Bid/Offer Spread||0%|
|Annual Management Charge||0.75%|
|Ongoing Charges Figure||0.86%|
The fund aims to achieve long-term total return through investment principally in equity securities of companies in the world's developed countries. The fund focuses primarily on companies characterised as high quality due to an ability to compound their intrinsic value, and those able to demonstrate a strong and sustainable competitive advantage, robust intangible assets including brands and distribution networks, high return on operating capital and experienced management teams. To arrive at the fund's investible universe, the team applies a number of screens including consistent sales growth, stable margins and sustainable cross-cycle return on capital. The process allows moderate cyclicality and is less prescriptive with regard to capital intensity with no strict dividend yield requirement at the stock level, unlike the Global Franchise strategy. The team is benchmark agnostic and will typically look to allocate the fund's capital across 35-55 companies.
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Past performance is not a guide to future performance. View full risk warning