Morgan Stanley Investment Funds Calvert Global Equity Fund I
LU2714840035
Morgan Stanley Investment Funds Calvert Global Equity Fund I/ LU2714840035 /
NAV09/07/2024 |
Diferencia-0.0900 |
Tipo de beneficio |
Enfoque de la inversión |
Sociedad de fondos |
29.2400USD |
-0.31% |
reinvestment |
Equity
Worldwide
|
MSIM Fund M. (IE) ▶ |
Estrategia de inversión
To provide high returns, consistent with reasonable risk, by investing in companies that exhibit sound management of ESG characteristics. At least 70% of the Fund"s investments will be in company shares.
To invest in high or improving quality companies with secular growth characteristics, high or improving returns on invested capital, sustainable competitive advantages, durable balance sheets, and a strong capital allocation record. The Investment Adviser receives non-discretionary investment advice from Calvert Research and Management. The Fund utilises a quantitative and qualitative ESG research process that applies the Calvert Principles for Responsible Investment (the "Calvert Principles"). Companies are assessed for their management of ESG risks and opportunities and are deemed either eligible or ineligible for investment. The Investment Adviser and Calvert may seek to engage company management on financially material ESG issues identified through fundamental and ESG research. The Fund will measure its performance against the MSCI All Country World 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.
Objetivo de inversión
To provide high returns, consistent with reasonable risk, by investing in companies that exhibit sound management of ESG characteristics. At least 70% of the Fund"s investments will be in company shares.
Datos maestros
Tipo de beneficio: |
reinvestment |
Categoría de fondos: |
Equity |
Región: |
Worldwide |
Sucursal: |
Mixed Sectors |
Punto de referencia: |
MSCI All Country World 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 |
Gestor de fondo: |
Christopher M. Dyer, Ian Kirwan, Dale MacLennan |
Volumen de fondo: |
5.85 millones
USD
|
Fecha de fundación: |
28/11/2023 |
Enfoque de la inversión: |
- |
Condiciones
Recargo de emisión: |
3.00% |
Max. Comisión de administración: |
0.70% |
Inversión mínima: |
- USD |
Deposit fees: |
- |
Cargo por amortización: |
2.00% |
Prospecto simplificado: |
- |
Sociedad de fondos
Fondos de empresa: |
MSIM Fund M. (IE) |
Dirección: |
Junghofstrasse 13-15, 60311, Frankfurt |
País: |
Germany |
Internet: |
www.morganstanley.com
|
Países
United States of America |
|
50.50% |
France |
|
8.80% |
United Kingdom |
|
7.81% |
Netherlands |
|
4.53% |
Japan |
|
4.47% |
Switzerland |
|
3.48% |
Cash |
|
2.88% |
Taiwan, Province Of China |
|
2.68% |
Belgium |
|
2.44% |
Denmark |
|
2.36% |
Otros |
|
10.05% |
Sucursales
IT |
|
21.45% |
Healthcare |
|
17.71% |
Industry |
|
15.91% |
Finance |
|
13.54% |
Consumer goods, cyclical |
|
11.26% |
Basic Consumer Goods |
|
8.17% |
Telecommunication Services |
|
7.30% |
Cash |
|
2.88% |
Utilities |
|
1.77% |
Otros |
|
0.01% |