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mars 31, 2020
The Resilience Afforded by High Quality Companies
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mars 31, 2020

The Resilience Afforded by High Quality Companies


Market Pulse

The Resilience Afforded by High Quality Companies

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mars 31, 2020

 
 

The International Equity team shares their views on the potential impact of the pandemic through the lens of the team’s quality focused investment approach. Listen now.

 

CHAPTER 1:
Ramifications of Social Distancing and Lockdowns for Global Markets

William Lock and Bruno Paulson discuss the impact of the coronavirus and government response.

CHAPTER 2:
How COVID-19 Affects Staples, Tech and Health Care

William Lock, Bruno Paulson and Marcus Watson consider consumption patterns resulting from the current crisis and recent portfolio activity.

CHAPTER 3:
The “S” in ESG Has New Meaning in a Global Health Crisis

Vladimir Demine explains how the crisis has provided a real world litmus test of companies’ commitment to ESG.

william.lock
Head of International Equity Team
 
bruno.paulson
Managing Director
International Equity Team
 
laura.bottega
Managing Director
International Equity Team
 
marcus.watson
Executive Director
International Equity Team
 
vladimir.demine
Head of ESG Research
International Equity Team
 
 
 
 
As of 31 March 2020
Investment Performance Z Shares Class  (% net of fees) in USD 3M YTD 1-YR 3-YR 5-YR
MS INVF Global Brands -5.53 -8.11 8.27 10.99 9.60
MS INVF Global Quality  6.06 -8.42
8.09 9.93
8.56
MS INVF Global Sustain  -6.17 -8.36 9.32 - -
MSCI World Net Index  -6.28 -9.01 4.63 7.24 5.88
           
Calendar Year Performance Z Shares Class (% net of fees) in USD 2019 2018 2017 2016 2015
MS INVF Global Brands 29.32 -2.01 26.06 5.16 5.75
MS INVF Global Quality  29.24 -2.17 23.00 3.64 5.39
MS INVF Global Sustain  29.73 - - - -
MSCI World Net Index  27.67 -8.71 22.40 7.51 -0.87
 
 

Past performance is not a reliable indicator of future results. Returns may increase or decrease as a result of currency fluctuations. All performance data is calculated NAV to NAV, net of fees, and does not take account of commissions and costs incurred on the issue and redemption of units. The sources for all performance and Index data is Morgan Stanley Investment Management.

INDEX INFORMATION

The MSCI World Net Index is a free float adjusted market capitalization weighted index that is designed to measure the global equity market performance of developed markets. The term "free float" represents the portion of shares outstanding that are deemed to be available for purchase in the public equity markets by investors. The performance of the Index is listed in U.S. dollars and assumes reinvestment of net dividends. The index is unmanaged and does not include any expenses, fees or sales charges. It is not possible to invest directly in an index.

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