Morgan Stanley Investment Funds Calvert US Equity Fund C
LU2735360351
Morgan Stanley Investment Funds Calvert US Equity Fund C/ LU2735360351 /
NAV17/09/2024 |
Var.-0.0500 |
Type of yield |
Focus sugli investimenti |
Società d'investimento |
27.4200USD |
-0.18% |
reinvestment |
Equity
Mixed Sectors
|
MSIM Fund M. (IE) ▶ |
Investment strategy
To provide long term growth by investing in large cap U.S. equities. At least 70% of the Fund's investments will be in U.S. company shares.
To invest in high quality companies with strong balance sheets, durable cash flow, enduring competitive advantages, long product cycles and stable demand over the business cycle. The Investment Adviser receives non-discretionary investment advise 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.
Investment goal
To provide long term growth by investing in large cap U.S. equities. At least 70% of the Fund's investments will be in U.S. company shares.
Dati master
Type of yield: |
reinvestment |
Fondi Categoria: |
Equity |
Paese: |
United States of America |
Settore: |
Mixed Sectors |
Benchmark: |
Russell 1000 Growth Index |
Business year start: |
01/01 |
Ultima distribuzione: |
- |
Banca depositaria: |
J.P. Morgan SE, Luxembourg Branch |
Domicilio del fondo: |
Luxembourg |
Permesso di distribuzione: |
Germany, Switzerland |
Gestore del fondo: |
Joseph B. Hudepohl, Lance V. Garrison, Jeffrey A. Miller, Robert R. Walton |
Volume del fondo: |
5.54 mill.
USD
|
Data di lancio: |
24/01/2024 |
Investment focus: |
- |
Condizioni
Sovrapprezzo emissione: |
3.00% |
Tassa amministrativa massima: |
2.15% |
Investimento minimo: |
- USD |
Deposit fees: |
- |
Redemption charge: |
2.00% |
Prospetto semplificato: |
- |
Società d'investimento
Funds company: |
MSIM Fund M. (IE) |
Indirizzo: |
Junghofstrasse 13-15, 60311, Frankfurt |
Paese: |
Germany |
Internet: |
www.morganstanley.com
|
Paesi
United States of America |
|
97.51% |
Cash |
|
2.49% |
Filiali
Finance |
|
23.52% |
IT |
|
20.66% |
Healthcare |
|
16.12% |
Industry |
|
8.62% |
Commodities |
|
8.19% |
Consumer goods, cyclical |
|
6.70% |
Telecommunication Services |
|
5.76% |
Basic Consumer Goods |
|
4.39% |
real estate |
|
3.39% |
Cash |
|
2.49% |
Altri |
|
0.16% |