Morgan Stanley Investment Funds US Growth Fund - ZH (EUR)/  LU0360477987  /

Fonds
NAV10/05/2024 Chg.-0.3100 Type de rendement Focus sur l'investissement Société de fonds
93.2500EUR -0.33% reinvestment Equity Mixed Sectors MSIM Fund M. (IE) 

Stratégie d'investissement

At least 70% of the Fund's investments will be in company shares. To invest in companies based in or carrying out most of their business in the US whose aim is to grow in size 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. The Fund will measure its performance against the Russell 1000 Growth 30% Withholding Tax Index (the "Benchmark"). The Fund is actively managed and is not designed to track the Benchmark. Therefore, the management of the Fund is not constrained by the composition of the Benchmark. The Fund may invest up to 30% of its assets in investments that do not meet the above criteria. The Fund may invest up to 10% of its assets in China A-Shares via Stock Connect.
 

Objectif d'investissement

At least 70% of the Fund's investments will be in company shares. To invest in companies based in or carrying out most of their business in the US whose aim is to grow in size 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.
 

Opérations

Type de rendement: reinvestment
Fonds Catégorie: Equity
Pays: United States of America
Branche: Mixed Sectors
Benchmark: Russell 1000 Growth Net 30% Withholding Tax TR Index
Début de l'exercice: 01/01
Dernière distribution: -
Banque dépositaire: J.P. Morgan SE, Luxembourg Branch
Domicile: Luxembourg
Permission de distribution: Austria, Germany, Switzerland, United Kingdom
Gestionnaire du fonds: Dennis Lynch, Sam Chainani, Jason Yeung, Armistead Nash, David Cohen, Alexander Norton
Actif net: 3.02 Mrd.  USD
Date de lancement: 14/07/2008
Focus de l'investissement: -

Conditions

Surtaxe d'émission: 1.00%
Frais d'administration max.: 0.70%
Investissement minimum: - EUR
Deposit fees: -
Frais de rachat: 2.00%
Prospectus simplifié: Télécharger (Version imprimée)
 

Société de fonds

Société de fonds: MSIM Fund M. (IE)
Adresse: Junghofstrasse 13-15, 60311, Frankfurt
Pays: Germany
Internet: www.morganstanley.com
 

Actifs

Stocks
 
97.73%
Mutual Funds
 
2.27%

Pays

United States of America
 
76.29%
Canada
 
6.96%
Netherlands
 
4.77%
United Kingdom
 
4.53%
Argentina
 
2.46%
Israel
 
1.67%
Bermuda
 
0.98%
Autres
 
2.34%

Branches

IT/Telecommunication
 
49.57%
Consumer goods
 
30.21%
Healthcare
 
8.38%
Industry
 
8.11%
Finance
 
1.47%
Autres
 
2.26%