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Morgan Stanley Wealth Management Australia

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Manager Overview

Morgan Stanley Investment Management (Australia) Pty Limited ACN 122 040 037 AFSL 314182 ("Sub-Investment Manager") is the Australian business of Morgan Stanley Investment Management ("MSIM") which is the asset management division of Morgan Stanley and leads the firm's work in global investment, offering investment and risk management solutions to investors worldwide. As of March 31, 2021, MSIM managed US$1.4 trillion in assets for its clients. The investment strategies span the risk/return spectrum across geographies, investment style and asset classes including equity and fixed income, alternatives and private markets. The Morgan Stanley Global Sustain strategy is managed by MSIM's International Equity Team. Investing in quality companies has underpinned the International Equity team investment approach for over 20 years.

Manager's responsible investing approach

Morgan Stanley's sustainable investing philosophy is anchored on the belief that there is a spectrum of approaches to utilize material environmental, social and governance (ESG) information and criteria to deliver strong returns for clients. It is committed to ESG-informed investment decision making and seeks to leverage its influence to drive better investment performance alongside improved sustainability practices and outcomes through thoughtful, value-added investee engagement. Morgan Stanley offers a variety of sustainable investing options, from funds that integrate ESG factors as an intrinsic part of the investment process, to thematic Sustainable Funds that seek to achieve attractive financial returns alongside positive impact.

General DetailsExclusionsInclusionsUN Goals
Fund Name
Tobacco
Alcohol
Weapons
Fossil fuels
Human rights abuses
Labour rights violations
Environmental damage
Animal testing
Treatment of livestock
Tax avoidance
Gambling
Genetic engineering/GMO
Nuclear power
Adult entertainment
Renewable energy
Climate change solutions
Water management
Circular economy
Sustainable agriculture
Green property
Biodiversity conservation
Healthy rivers & oceans
Reforestation
Gender diversity
Indigenous business
Health & medical products
Social infrastructure
Education
Income & financial inclusion
Sustainable transport
Vocational training
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
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Morgan Stanley Global Sustain Fund

Strategy Summary

The Fund seeks an attractive long-term rate of return. It will seek to achieve its investment objective by investing in a concentrated portfolio (25 to 50 stocks) of what the Sub-Investment Manager believes to be high quality, dominant franchises characterised by sustainable and high returns on operating capital, powerful intangible assets including brands, networks, licenses and patents, and pricing power. The Sub-Investment Manager seeks to identify high-quality companies with capable management teams able to allocate capital effectively to grow the franchise and sustain and/or improve the return on operating capital.

Key Terms

Status: Open Inception Date: May 2018
Strategy: Equity Long Style: Blend
Geography: Australia/Global Domicile: Australia
Investors: Retail Min. Investment: AU$20000
Mgmt. Fee: 1.18% Perf. Fee: 0%

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Insights

5 Jun 2024 Investing at the Intersection of Climate and... Morgan Stanley
As a warming planet affects human health, investors have an opportunity to support initiatives that address climate-related health risks and help reduce long-term costs.
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A.C.N. 122 226 724
AFSL 324476
Email: [email protected]
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