Morgan Stanley Investment Funds - Global Sustain Fund I USD AccRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 12.2 | 20.3 | -11.1 | 15.0 | 3.8 | |
+/-Cat | 1.6 | 2.3 | -1.8 | 2.2 | -1.7 | |
+/-B’mrk | -0.1 | 0.7 | -3.4 | -0.3 | -2.7 | |
Category: Global Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar Global TME NR USD |
Key Stats | ||
NAV 17/05/2024 | USD 43.54 | |
Day Change | -0.15% | |
Morningstar Category™ | Global Large-Cap Blend Equity | |
ISIN | LU1842711761 | |
Fund Size (Mil) 17/05/2024 | USD 951.30 | |
Share Class Size (Mil) 17/05/2024 | USD 23.54 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 31/03/2024 | 0.84% |
Investment Objective: Morgan Stanley Investment Funds - Global Sustain Fund I USD Acc |
The Fund’s investment objective is to seek an attractive long-term rate of return, measured in US Dollars. The Investment Adviser will also apply ESG criteria that seek to achieve a greenhouse gas (“GHG”) emissions intensity for the Fund that is significantly lower than that of the reference universe (which is defined, only for the purposes of comparing GHG emissions intensity, as the MSCI AC World Index). For the purpose of this Fund, the term GHG shall be as defined by the GHG protocol and include carbon dioxide (CO2), methane (CH4), nitrous oxide (N2O), hydrofluorocarbons (HFCs), perfluorocarbons (PFCs) and sulphur hexafluoride (SF6) in metric tonnes and in tonnes of CO2 equivalent. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Bruno Paulson 29/06/2018 | ||
Vladimir Demine 29/06/2018 | ||
Click here to see others | ||
Inception Date 29/06/2018 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR USD | Morningstar Global TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Morgan Stanley Investment Funds - Global Sustain Fund I USD Acc | 31/12/2023 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 6.29 |
SAP SE | Technology | 5.30 |
Visa Inc Class A | Financial Services | 5.14 |
Accenture PLC Class A | Technology | 5.01 |
Thermo Fisher Scientific Inc | Healthcare | 4.73 |
Increase Decrease New since last portfolio | ||
Morgan Stanley Investment Funds - Global Sustain Fund I USD Acc |