FondsMS INVF US Growth IHPerformances du fondsDétail du fondsProfil de risque établi par l'Autorité des Marchés Financiers.Valorisation
27.65 €
Date de valeur : 06/09/2024
Présentation et objectifs du fondsInvestment Objective: Long term growth of your investment. Main Investments: At least 70% of the Fund's investments will be in company shares. Investment Policy: 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 longterm sustainably high returns including ESG factors and seeks to engage with company management teams as part of this. The Fund includes tobacco, climate and weaponsrelated exclusions, the details of which may be found in the Fund's Restriction Screening policy on the Company's website (www.morganstanleyinvestmentfunds.com and atwww.morganstanley.com/im). 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. Other Information: 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 AShares via Stock Connect. The Fund may invest in derivatives, financial instruments which take their value indirectly from other assets, for investment or efficient portfolio management purposes. They rely on other companies to fulfil contractual obligations and carry more risk. Refer to the prospectus ('Financial Derivative Instruments' section) for more details This is a currency hedged share class. It aims to reduce the impact on your investment of movements in the exchange rate between the fund currency and the share class currency. Redemption and Dealing: Investors may buy and sell shares on every full banking business day in Luxembourg. Distribution Policy: Income generated by the Fund is reinvested and included in the value of shares. |