Morgan Stanley Investment Funds US Growth Fund - A/  LU0073232471  /

Fonds
NAV28/05/2024 Diferencia-1.0500 Tipo de beneficio Enfoque de la inversión Sociedad de fondos
147.8900USD -0.71% reinvestment Equity Mixed Sectors MSIM Fund M. (IE) 

Estrategia de inversión

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.
 

Objetivo de inversión

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.
 

Datos maestros

Tipo de beneficio: reinvestment
Categoría de fondos: Equity
País: United States of America
Sucursal: Mixed Sectors
Punto de referencia: Russell 1000 Growth Net 30% Withholding Tax TR Index
Inicio del año fiscal: 01/01
Última distribución: -
Banco depositario: J.P. Morgan SE, Luxembourg Branch
País de origen: Luxembourg
Permiso de distribución: Austria, Germany, Switzerland, United Kingdom, Luxembourg
Gestor de fondo: Dennis Lynch, Sam Chainani, Jason Yeung, Armistead Nash, David Cohen, Alexander Norton
Volumen de fondo: 2.94 mil millones  USD
Fecha de fundación: 31/01/1997
Enfoque de la inversión: -

Condiciones

Recargo de emisión: 5.75%
Max. Comisión de administración: 1.40%
Inversión mínima: - USD
Deposit fees: -
Cargo por amortización: 2.00%
Prospecto simplificado: Descargar (Versión para imprimir)
 

Sociedad de fondos

Fondos de empresa: MSIM Fund M. (IE)
Dirección: Junghofstrasse 13-15, 60311, Frankfurt
País: Germany
Internet: www.morganstanley.com
 

Activos

Stocks
 
97.73%
Mutual Funds
 
2.27%

Países

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%
Otros
 
2.34%

Sucursales

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