Morgan Stanley Funds (UK) - American Resilience Equity Fund - F Accumulation - GBP
Fund
ISIN GB00BMV4NC79 / Valor null
NAV (2025-01-22)
GBP 12.70+0.53%
Morgan Stanley Funds (UK) - American Resilience Equity Fund - F Accumulation - GBP
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General Objective
The fund aims to grow investors' capital over a period of 5-10 years.
Fund Exposure
At least 80% of the fund's investments will be in U.S. company shares. The fund focuses on high quality U.S. companies with sustainably high returns on operating capital, strong franchises, and pricing power. The investment manager assesses ESG factors and retains discretion over investment selection.
Risks
The fund may invest up to 20% of its assets in other investments that do not meet the high-quality criteria. The fund's performance is measured against the S&P 500 benchmark. The fund may use derivatives for efficient portfolio management, including hedging purposes. Investors may buy or sell shares on any London working day.
Morgan Stanley Funds (UK) - American Resilience Equity Fund - I Accumulation - GBP
Morgan Stanley Funds (UK) - American Resilience Equity Fund - I Accumulation - GBP
Morgan Stanley Funds (UK) - American Resilience Equity Fund - I Accumulation - GBP
Annual Return
-50%0%+50%
Risk level
110
0.53%GBP 12.67
Morgan Stanley Funds (UK) - American Resilience Equity Fund - I Income - GBP
Morgan Stanley Funds (UK) - American Resilience Equity Fund - I Income - GBP
Morgan Stanley Funds (UK) - American Resilience Equity Fund - I Income - GBP
Annual Return
-50%0%+50%
Risk level
110
0.53%GBP 12.63
Morgan Stanley Funds (UK) - American Resilience Equity Fund - F Income - GBP
Morgan Stanley Funds (UK) - American Resilience Equity Fund - F Income - GBP
Morgan Stanley Funds (UK) - American Resilience Equity Fund - F Income - GBP