Morgan Stanley launches American Resilience Equity fund

Open to UK investors following launch of Luxembourg vehicle last year


Morgan Stanley Investment Management (MSIM) has launched the American Resilience Equity OEIC for UK investors, following the roll-out of the Luxembourg vehicle in 2022.

The Morgan Stanley Funds (UK) American Resilience Equity fund seeks to invest in high-quality US equities, with a concentrated portfolio of between 20-50 stocks the managers believe have earnings resilience.

The strategy will be run by MSIM’s international equity team, which also manages the firm’s £1bn Global Brands fund.

As of 30 September, the international equity team managed £41.6bn worth of assets.

See also: £1bn Artemis Strategic Bond co-managers exit as fixed income team sees overhaul

William Lock, head of MSIM’s international equity team, said: “We’re well-known advocates for a long-term approach to investing in ultra-quality equities. We believe the secret to compounding is steady growth at sustained high returns on operating capital over the long term, something lower quality companies are unable to do.

“Using the same time-tested investment process we’ve used to manage our Global Franchise strategy, we believe that the American Resilience strategy should deliver attractive long-term returns with resilience during testing times.”

See also: Terry Smith adds Fortinet to Fundsmith Equity portfolio

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