Morgan Stanley Calvert Sustainable Climate Transition Fund B Acc

The fund aims to achieve long-term growth of investments by focusing on companies worldwide that are involved in mitigating or adapting to climate change and qualify as sustainable investments.

The fund primarily invests in company shares, with at least 70% of its investments allocated to this asset class. It focuses on companies involved in renewable power, water management, waste management, electrification, battery storage, mobility, hydrogen, biofuels, agriculture, and other operations that contribute to a lower carbon environment.

The fund is categorized as higher risk due to its investment in company shares, which historically have experienced significant fluctuations in returns. Additionally, the fund may be impacted by exchange rate movements and sustainability factors that could affect asset values and operational costs. Other risks include exposure to parties fulfilling services, insufficient liquidity in the market, and potential exclusions of companies involved in severe ESG controversies or controversial industries.

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