Morgan Stanley Investment Funds Calvert US Equity Fund Z
LU2735360518
Morgan Stanley Investment Funds Calvert US Equity Fund Z/ LU2735360518 /
NAV10/17/2024 |
Chg.+0.1700 |
Type of yield |
Investment Focus |
Investment company |
27.9900USD |
+0.61% |
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.
Master data
Type of yield: |
reinvestment |
Funds Category: |
Equity |
Country: |
United States of America |
Branch: |
Mixed Sectors |
Benchmark: |
Russell 1000 Growth Index |
Business year start: |
1/1 |
Last Distribution: |
- |
Depository bank: |
J.P. Morgan SE, Luxembourg Branch |
Fund domicile: |
Luxembourg |
Distribution permission: |
Germany, Switzerland, Luxembourg |
Fund manager: |
Joseph B. Hudepohl, Lance V. Garrison, Jeffrey A. Miller, Robert R. Walton |
Fund volume: |
5.6 mill.
USD
|
Launch date: |
1/24/2024 |
Investment focus: |
- |
Conditions
Issue surcharge: |
1.00% |
Max. Administration Fee: |
0.65% |
Minimum investment: |
- USD |
Deposit fees: |
- |
Redemption charge: |
2.00% |
Key Investor Information: |
- |
Investment company
Funds company: |
MSIM Fund M. (IE) |
Address: |
Junghofstrasse 13-15, 60311, Frankfurt |
Country: |
Germany |
Internet: |
www.morganstanley.com
|
Countries
United States of America |
|
97.51% |
Cash |
|
2.49% |
Branches
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% |
Others |
|
0.16% |