Morgan Stanley Investment Funds Calvert US Equity Fund Z
LU2735360518
Morgan Stanley Investment Funds Calvert US Equity Fund Z/ LU2735360518 /
NAV17/10/2024 |
Chg.+0.1700 |
Type de rendement |
Focus sur l'investissement |
Société de fonds |
27.9900USD |
+0.61% |
reinvestment |
Equity
Mixed Sectors
|
MSIM Fund M. (IE) ▶ |
Stratégie d'investissement
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.
Objectif d'investissement
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.
Opérations
Type de rendement: |
reinvestment |
Fonds Catégorie: |
Equity |
Pays: |
United States of America |
Branche: |
Mixed Sectors |
Benchmark: |
Russell 1000 Growth Index |
Début de l'exercice: |
01/01 |
Dernière distribution: |
- |
Banque dépositaire: |
J.P. Morgan SE, Luxembourg Branch |
Domicile: |
Luxembourg |
Permission de distribution: |
Germany, Switzerland, Luxembourg |
Gestionnaire du fonds: |
Joseph B. Hudepohl, Lance V. Garrison, Jeffrey A. Miller, Robert R. Walton |
Actif net: |
5.6 Mio.
USD
|
Date de lancement: |
24/01/2024 |
Focus de l'investissement: |
- |
Conditions
Surtaxe d'émission: |
1.00% |
Frais d'administration max.: |
0.65% |
Investissement minimum: |
- USD |
Deposit fees: |
- |
Frais de rachat: |
2.00% |
Prospectus simplifié: |
- |
Société de fonds
Société de fonds: |
MSIM Fund M. (IE) |
Adresse: |
Junghofstrasse 13-15, 60311, Frankfurt |
Pays: |
Germany |
Internet: |
www.morganstanley.com
|
Pays
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% |
Autres |
|
0.16% |