Morgan Stanley Investment Funds American Resilience Fund Z
LU2562895800
Morgan Stanley Investment Funds American Resilience Fund Z/ LU2562895800 /
NAV2024-09-25 |
Chg.-0.0400 |
Type of yield |
Investment Focus |
Investment company |
32.8800USD |
-0.12% |
reinvestment |
Equity
Mixed Sectors
|
MSIM Fund M. (IE) ▶ |
Investment strategy
To invest in companies based in the US with dominant market positions, whose success is supported by intangible assets (e.g. brands, networks, licenses and patents) and pricing power.
As an essential and integrated part of the investment process, the Investment adviser assesses relevant factors material to long-term sustainably high returns including ESG factors and seeks to engage with company management teams as part of this.
Investment goal
To invest in companies based in the US with dominant market positions, whose success is supported by intangible assets (e.g. brands, networks, licenses and patents) and pricing power.
Master data
Type of yield: |
reinvestment |
Funds Category: |
Equity |
Country: |
United States of America |
Branch: |
Mixed Sectors |
Benchmark: |
S&P 500 |
Business year start: |
01-01 |
Last Distribution: |
- |
Depository bank: |
J.P. Morgan SE, Luxembourg Branch |
Fund domicile: |
Luxembourg |
Distribution permission: |
Austria, Germany, Switzerland |
Fund manager: |
- |
Fund volume: |
6.61 mill.
USD
|
Launch date: |
2022-12-15 |
Investment focus: |
- |
Conditions
Issue surcharge: |
1.00% |
Max. Administration Fee: |
0.70% |
Minimum investment: |
- USD |
Deposit fees: |
- |
Redemption charge: |
2.00% |
Key Investor Information: |
- |
Investment company
Funds company: |
MSIM Fund M. (IE) |
Address: |
Junghofstrasse 13-15, 60311, Frankfurt |
Country: |
Germany |
Internet: |
www.morganstanley.com
|
Countries
United States of America |
|
85.11% |
Ireland |
|
10.15% |
Canada |
|
3.17% |
Cash |
|
1.56% |
Others |
|
0.01% |
Branches
IT/Telecommunication |
|
33.27% |
Healthcare |
|
25.21% |
Finance |
|
20.07% |
Consumer goods |
|
11.02% |
Industry |
|
8.85% |
Cash |
|
1.56% |
Others |
|
0.02% |