Start Your Journey To Wealth

It takes just a few minutes to register.

Your Money - Best Investment ISA - Large Portfolio 2024
Boring money - Best for Customer Service 2022
Broker Chooser - Best broker for funds 2022

MS INVF Global Sustain JH GBP

ISIN: LU1955027906 | MEX: N/A | CITI: Q2D2

This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Click here for more information.

  • Buy 4,123 GBX

  • Sell 4,123 GBX

  • Price Change -0.96080%

Accumulation

Past Performance

  • 25th Apr 2020 to 25th Apr 202135.22%
  • 25th Apr 2021 to 25th Apr 2022-4.47%
  • 25th Apr 2022 to 25th Apr 2023-3.47%
  • 25th Apr 2023 to 25th Apr 202413.61%
  • 25th Apr 2024 to 25th Apr 20258.59%
Login Open an account

Objectives and Approach

Seeks an attractive long-term rate of return, measured in US Dollars.

Key Information

Inception 25th Feb 2019
Historic Yield 0%
Sector FO Equity - Ethical
Fund Size £838.953mn
Fund Type SICV
Classification Accumulation

Charges

Total Ongoing Charges 
Please note that whilst we endeavour to show all charges associated with specific funds, sometimes this is not possible due to the information not being made available by the fund provider. In such cases transaction or incidental cost information may be missing. 		0.8333%
Initial Charge 0%
AMC 0.50%
Our Platform Charge
We charge a platform fee of 0.30%. Our charges are shown on our rates and charges sheet 		0.30%

Cost and Charges Information

This calculator provides you with costs and charges information regarding our charges and, where relevant, the costs within this investment product

Account Type

  • Investment Account
  • Stocks & Shares ISA
  • SIPP

Annual charges

These are the annual costs based on an initial investment amount of over 1 year assuming a net zero growth rate

Cost Category % of Investment lump sum costs
Our annual fee

Our annual fee

Includes our platform fee at 0.30% per annum (excluding Charles Stanley Multi Asset Funds and anycash held). The min fee is £60, the max is £600 per annum, plus SIPP administration fee (if applicable, only charged if < £30,000 held) – see here 		0.30%
Dealing charges

Dealing charges

Any one-off commission charges associated with investing. Note that government taxes and levies are not included. This does not include any commission credits you may have available 		N/A
Product provider costs

Product provider costs

Product provider costs shown are inclusive of the fund ongoing charges figure (OCF), transaction costs and incidental costs 		0.8333%
Total (£)

Total (£)

Costs per annum displayed in monetary value
Total (%)

Total (%)

Costs per annum displayed as a percentage of investment value

Cumulative effect of charges on your investment's return

This illustration assumes that costs occur evenly throughout the year, charges are paid out of the investment evenly throughout the year, and that an annual growth rate of applies evenly throughout the year, before any charges including product charges

lump sum invested with an assumed growth rate of 1 year years
What you might get back at  with no charges applied

What you might get back at  with no charges applied

These are the illustrative values of a  investment after growth and no costs applied at the end of the defined period
Annual charges

Annual charges

These are the annual costs based on an initial investment amount of assuming a net zero growth rate
Effect of charges on return (%)

Effect of charges on return (%)

These are the overall costs in percentage terms, based on an initial investment amount of assuming a growth rate
Effect of charges on return (£)

Effect of charges on return (£)

These are the overall costs in monetary value, based on an initial investment amount of assuming a growth rate
What you might get back at with charges applied

What you might get back at with charges applied

These are the illustrative values of a investment after growth and costs at the end of the defined period

This illustration is not a forecast of future investment performance but merely a means to demonstrate the potential impact of costs and charges for an assumed return of . Whilst we make reasonable endeavours to ensure the accuracy of third party charges information, this is intended for illustrative purposes only and should not be relied upon. We do not warrant or represent that this information is accurate, complete or up to date, therefore we accept no responsibility or liability for its use

Performance

  • Chart Options

    Select Timeframe
    From
    To
    Add comparator to chart
    None
    This fund's IA Sector (FO Equity - Ethical)
    Another IA Sector
    Search for Fund Comparator
      Add a FTSE Index

      Current Comparators


      • Cumulative Performance

        1 month3 months6 months1 year3 years5 years
        -3.67% -4.71% -2.60% 8.59% 19.09% 53.84%

        Important Information
        Headline performance can mask the true characteristics of a fund. Without fully understanding how a fund is managed, you may inadvertently become exposed to an undesirable level of risk to your capital. Some funds carry a dilution levy which reduces the number of units realised on any initial investment as an initial charge. If this fund carries such a levy it should be detailed in the Key Investor Information Document (KIID), which we must provide and you should read before investing.

        The charts and performance data shown are supplied by an external data provider and may contain data that appears to precede the introduction of the clean unit class for this fund. In such cases, historical data has been synthesised at the entire discretion of that external provider as realistically as possible using historical data recorded against the previously available commission-paying version of the fund, adjusting for fees in the process.



      Composition

      View Fund Allocation by:

      TOP 10 HOLDINGS TOP 10 ASSETS TOP 10 SECTORS TOP 10 GEOGRAPHIES

      Important Documents


      The documents listed below are the latest versions made available to our data provider by the fund management group, but may not necessarily reflect the applicable charges that would be levied should you purchase this fund via Charles Stanley Direct. You should treat the charges and other figures shown in the 'Overview' tab as accurate.

      Key Investor Information Document This document, issued by the product provider, provides key information about an investment product. The information is required by law to help potential investors understand the nature, risks, costs, potential gains and losses of the product and enable comparison with other products.
      KEY INVESTOR INFORMATION DOCUMENT
      108,133 bytes PDF Document; last updated 22 Apr 2025
      Pre-contractual Disclosure Report
      PRE-CONTRACTUAL DISCLOSURE REPORT
      Annual Report A report published by the Fund Management Group detailing the progress of the fund during the course of the previous 12 months. The information provided includes a financial statement for the group as a whole.
      ANNUAL REPORT
      11,496,589 bytes PDF Document; last updated 31 Dec 2024
      Semi Annual Report Published periodically through the course of the financial year of the fund, the report provides an overview of the fund's performance and the prospects for the remainder of the year. Included are portfolio changes (i.e. which stocks have been bought and sold), and changes in the geographical breakdown during the course of the previous 12 months.
      SEMI-ANNUAL REPORT
      4,726,099 bytes PDF Document; last updated 30 Jun 2024
      Prospectus This is a formal document which contains details of the funds' objectives, investment strategies, risks, performance, distribution policy, fees and expenses and, fund management style.  A fund’s prospectus must be lodged with the Financial Conduct Authority (FCA) for authorisation.
      PROSPECTUS
      11,128,831 bytes PDF Document; last updated 01 Mar 2025
      GET ADOBE READER

      Management Team

      Richard Perrott Alex Gabriele Anton Kryachok Isabelle Mast Marte Borhaug Bruno Paulson William Lock Marcus Watson Nic Sochovsky

      Richard Perrott has managed this fund for 6 years and 9 months.

      Richard Perrott There is currently no biography information for Richard Perrott.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Richard

      Name of Security Sole/Co Managed Since
      Morg Stnly GlobalBrands Co Jul 2015
      Morgan Stanley GblBrEqInc Co Aug 2016
      Morgan Stanley GblBrEqInc Co Aug 2016

      Alex Gabriele has managed this fund for 6 years and 9 months.

      Alex Gabriele There is currently no biography information for Alex Gabriele.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Alex

      Name of Security Sole/Co Managed Since
      Morg Stnly GlobalBrands Co Aug 2012
      Morgan Stanley GblBrEqInc Co Aug 2016
      Morgan Stanley GblBrEqInc Co Aug 2016

      Anton Kryachok has managed this fund for 3 years and 9 months.

      Anton Kryachok There is currently no biography information for Anton Kryachok.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Anton

      Name of Security Sole/Co Managed Since
      Morg Stnly GlobalBrands Co Jul 2021
      Morgan Stanley GblBrEqInc Co Jul 2021
      Morgan Stanley GblBrEqInc Co Jul 2021

      Isabelle Mast has managed this fund for 3 years and 7 months.

      Isabelle Mast There is currently no biography information for Isabelle Mast.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Isabelle

      Name of Security Sole/Co Managed Since
      Morg Stnly GlobalBrands Co Sep 2021
      Morgan Stanley GblBrEqInc Co Sep 2021
      Morgan Stanley GblBrEqInc Co Sep 2021

      Marte Borhaug has managed this fund for 3 years and 5 months.

      Marte Borhaug There is currently no biography information for Marte Borhaug.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Marte

      Name of Security Sole/Co Managed Since
      Morg Stnly GlobalBrands Co Nov 2021
      Morgan Stanley GblBrEqInc Co Nov 2021
      Morgan Stanley GblBrEqInc Co Nov 2021

      Bruno Paulson has managed this fund for 6 years and 9 months.

      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 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. Bruno was a parent-founder of The Rise School, a free school for children with high-functioning autism. He is a governor at Kensington Aldridge Academy, where he chairs the Business Committee.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Bruno

      Name of Security Sole/Co Managed Since
      Morg Stnly GlobalBrands Co Jun 2009
      Morgan Stanley Gbl Brands Co Jun 2009
      MS INVF GQ Co Aug 2013
      Morgan Stanley Gbl Brands Co Jun 2009
      Morgan Stanley GblBrEqInc Co Aug 2016
      Morgan Stanley GblBrEqInc Co Aug 2016
      MS INVF GQ Co Aug 2013
      Morgan Stanley Gbl Brands Co Jun 2009
      Morgan Stanley Gbl Brands Co Jun 2009

      William Lock has managed this fund for 6 years and 9 months.

      William Lock William is a portfolio manager and head of the London-based International Equity team. He joined Morgan Stanley in 1994 and has 30 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.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by William

      Name of Security Sole/Co Managed Since
      Morg Stnly GlobalBrands Co Jun 2009
      MS INVF GQ Co Aug 2013
      Morgan Stanley GblBrEqInc Co Aug 2016
      Morgan Stanley GblBrEqInc Co Aug 2016
      MS INVF GQ Co Aug 2013

      Marcus Watson has managed this fund for 6 years and 9 months.

      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.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Marcus

      Name of Security Sole/Co Managed Since
      Morg Stnly GlobalBrands Co Jan 2013
      Morgan Stanley Gbl Brands Co Jun 2009
      MS INVF GQ Co Aug 2013
      Morgan Stanley Gbl Brands Co Jun 2009
      Morgan Stanley GblBrEqInc Co Aug 2016
      Morgan Stanley GblBrEqInc Co Aug 2016
      MS INVF GQ Co Aug 2013
      Morgan Stanley Gbl Brands Co Jun 2009
      Morgan Stanley Gbl Brands Co Jun 2009

      Nic Sochovsky has managed this fund for 6 years and 9 months.

      Nic Sochovsky There is currently no biography information for Nic Sochovsky.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Nic

      Name of Security Sole/Co Managed Since
      Morg Stnly GlobalBrands Co Jul 2015
      Morgan Stanley GblBrEqInc Co Aug 2016
      Morgan Stanley GblBrEqInc Co Aug 2016

      Investment involves risk. You may get back less than invested.