Morningstar

Morgan Stanley Inst Global Franchise I MSFAX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Morgan Stanley Investment Hub

Morningstar’s Analysis MSFAX

Will MSFAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MSFAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MSFAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MSFAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Manager Change on Morgan Stanley Global Franchise and International Equity Doesn’t Affect Ratings

null Drew Carter

Drew Carter

Analyst Note

Vladimir Demine stepped down as a named manager on Morgan Stanley International Equity and Morgan Stanley Global Franchise and its related vehicles outside the US on June 27, 2024. He will retire from the firm on Aug. 30, 2024. Demine, who also serves as head of environmental, social, and governance investing for the London-based international equity team, joined Morgan Stanley in 2009 and became a portfolio manager in 2019. Demine’s exit comes within a year of Nathan Wong’s departure in August 2023, but the team is still formidable. Lead manager William Lock remains in place, as do seven other experienced managers and a handful of dedicated analysts. The Above Average People rating and Morningstar Medalist Ratings of the strategies remain intact.

by Drew Carter
Published on

Unlock our full analysis with Morningstar Investor

Sponsor Center