Morgan Stanley Investment Funds - Global Sustain Fund JH GBP AccRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 13.3 | 19.0 | -22.4 | 20.6 | 5.8 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 25/04/2024 | GBP 37.41 | |
Day Change | -1.47% | |
Morningstar Category™ | Other Equity | |
IA (formerly IMA) Sector | - | |
ISIN | LU1955027906 | |
Fund Size (Mil) 25/04/2024 | USD 942.26 | |
Share Class Size (Mil) 25/04/2024 | GBP 11.69 | |
Max Initial Charge | - | |
Ongoing Charge 31/03/2023 | 0.68% |
Investment Objective: Morgan Stanley Investment Funds - Global Sustain Fund JH GBP 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 25/02/2019 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Morgan Stanley Investment Funds - Global Sustain Fund JH GBP 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 JH GBP Acc |