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

Fonds
NAV08/05/2024 Var.-3.3900 Type of yield Focus sugli investimenti Società d'investimento
93.5600EUR -3.50% reinvestment Equity Mixed Sectors MSIM Fund M. (IE) 

Investment strategy

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.
 

Investment goal

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.
 

Dati master

Type of yield: reinvestment
Fondi Categoria: Equity
Paese: United States of America
Settore: Mixed Sectors
Benchmark: Russell 1000 Growth Net 30% Withholding Tax TR Index
Business year start: 01/01
Ultima distribuzione: -
Banca depositaria: J.P. Morgan SE, Luxembourg Branch
Domicilio del fondo: Luxembourg
Permesso di distribuzione: Austria, Germany, Switzerland, United Kingdom, Luxembourg
Gestore del fondo: Dennis Lynch, Sam Chainani, Jason Yeung, Armistead Nash, David Cohen, Alexander Norton
Volume del fondo: 3.03 bill.  USD
Data di lancio: 14/07/2008
Investment focus: -

Condizioni

Sovrapprezzo emissione: 1.00%
Tassa amministrativa massima: 0.70%
Investimento minimo: - EUR
Deposit fees: -
Redemption charge: 2.00%
Prospetto semplificato: Download (Print version)
 

Società d'investimento

Funds company: MSIM Fund M. (IE)
Indirizzo: Junghofstrasse 13-15, 60311, Frankfurt
Paese: Germany
Internet: www.morganstanley.com
 

Attività

Stocks
 
97.73%
Mutual Funds
 
2.27%

Paesi

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%
Altri
 
2.34%

Filiali

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