Powering Past
our Peers

A Leader in Active Management

These actively managed equity funds are highly
rated by Morningstar through February 28, 2018.

 

Global Franchise

Active driver: A focus on high quality compounders, globally.

Resulting portfolio: A concentrated portfolio of world class franchises
supported by intangible assets, such as strong brands.

MORNINGSTAR
OVERALL RATING

Out of 709 World Large Stock Funds

2ND

PERCENTILE
4/338 Funds

Strong Outperformance Over 10 Years (Class I Shares)

Past performance does not guarantee future results. Outperformance references are as of February 28, 2018. Morningstar data is as of February 28, 2018. Please click here for standardized performance and Mornngstar rankings, and ratings. Please click here for most current growth of $10,000 information. Growth of Investment illustration assumes reinvestment of dividends and capital gains, but does not include sales charges and fees. Performance would have been lower if sales charges and fees had been included. Results are hypothetical.

 

Global Discovery

Active driver: A total return mindset.

Resulting portfolio: A flexible, benchmark agnostic, all-cap approach investing in a variety of companiesranging from unique assets trading at a deep discount to early stage growth companies.

MORNINGSTAR
OVERALL RATING

Out of 113 World Small/Mid Stock Funds

4 th

PERCENTILE
7/99 Funds

Strong Outperformance Over 5 Years (Class I Shares)

Past performance does not guarantee future results. Outperformance references are as of February 28, 2018. Morningstar data is as of February 28, 2018. Please click here for standardized performance and Mornngstar rankings, and ratings. Please click here for most current growth of $10,000 information. Growth of Investment illustration assumes reinvestment of dividends and capital gains, but does not include sales charges and fees. Performance would have been lower if sales charges and fees had been included. Results are hypothetical.

 

Global Opportunity

Active driver: Warren Buffett principles applied to growing companies.

Resulting portfolio: Undervalued, high-quality growing companies globally.

MORNINGSTAR
OVERALL RATING

Out of 709 World Large Stock Funds

1ST

PERCENTILE
1/585 Funds

Strong Outperformance Over 5 Years (Class I Shares)

Past performance does not guarantee future results. Outperformance references are as of February 28, 2018. Morningstar data is as of February 28, 2018. Please click here for standardized performance and Mornngstar rankings, and ratings. Please click here for most current growth of $10,000 information. Growth of Investment illustration assumes reinvestment of dividends and capital gains, but does not include sales charges and fees. Performance would have been lower if sales charges and fees had been included. Results are hypothetical.

 

International Opportunity

Active driver: Warren Buffett principles applied to growing companies outside the US.

Resulting portfolio: Undervalued, high-quality growing companies internationally;holds established as well as emerging businesses, with emphasis onthe consumer discretionary and technology sectors.

MORNINGSTAR
OVERALL RATING

Out of 337 Foreign Large Growth Funds

1ST

PERCENTILE
1/294 Funds

Strong Outperformance Over 5 Years (Class I Shares)

Past performance does not guarantee future results. Outperformance references are as of February 28, 2018. Morningstar data is as of February 28, 2018. Please click here for standardized performance and Mornngstar rankings, and ratings. Please click here for most current growth of $10,000 information. Growth of Investment illustration assumes reinvestment of dividends and capital gains, but does not include sales charges and fees. Performance would have been lower if sales charges and fees had been included. Results are hypothetical.

 

Growth

Active driver: A focus on sustainable competitive advantages.

Resulting portfolio: Established and emerging companies withstrong free cash flow yields and favorable ROIC trends.

MORNINGSTAR
OVERALL RATING

Out of 1,196 Large Growth Funds

4TH

PERCENTILE
19/775 Funds

Strong Outperformance Over 10 Years (Class I Shares)

Past performance does not guarantee future results. Outperformance references are as of February 28, 2018. Morningstar data is as of February 28, 2018. Please click here for standardized performance and Mornngstar rankings, and ratings. Please click here for most current growth of $10,000 information. Growth of Investment illustration assumes reinvestment of dividends and capital gains, but does not include sales charges and fees. Performance would have been lower if sales charges and fees had been included. Results are hypothetical.

 

International Advantage

Active driver: Warren Buffett principles applied to growing companies outside the US.

Resulting portfolio: Undervalued, high-quality growing companies internationally; holds primarily established businesses,with emphasis on the consumer staples sector.

MORNINGSTAR
OVERALL RATING

Out of 337 Foreign Large Growth Funds

2ND

PERCENTILE
4/294 Funds

Strong Outperformance Over 5 Years (Class I Shares)

Past performance does not guarantee future results. Outperformance references are as of February 28, 2018. Morningstar data is as of February 28, 2018. Please click here for standardized performance and Mornngstar rankings, and ratings. Please click here for most current growth of $10,000 information. Growth of Investment illustration assumes reinvestment of dividends and capital gains, but does not include sales charges and fees. Performance would have been lower if sales charges and fees had been included. Results are hypothetical.

Source: Morgan Stanley Investment Management. Outperformance based on longest standardized time period for each respective fund. Investment illustration is based on an initial investment of $10,000. Results are hypothetical. Outperformance references are as of February 28, 2018. Morningstar data is as of February 28, 2018. Ratings are based on risk-adjusted returns and rankings on average total returns. Please click on each fund name to view the fund's standardized performance, expense ratios, rankings, ratings, and important fund and Morningstar disclosures. Past performance does not guarantee future results.

 

Compounders are defined as companies with high quality, franchise businesses, ideally with recurring revenues, built on dominant and durable intangible assets, which possess pricing power and low capital intensity.

This material is a general communication, which is not impartial and all information provided has been prepared solely for informational and educational purposes and does not constitute an offer or a recommendation to buy or sell any particular security or to adopt any specific investment strategy. The information herein has not been based on a consideration of any individual investor circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice. To that end, investors should seek independent legal and financial advice, including advice as to tax consequences, before making any investment decision.

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