Morgan Stanley Funds (UK) - American Resilience Equity Fund - F Accumulation - GBP header image

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.

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Source

https://www.morganstanley.com/im/en-gb/intermediary-investor/funds-and-performance/morgan-stanley-funds-UK/equity/american-resilience-fund.html

Tags:
esg s&p 500 u s companies

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OTHER SHARE CLASSES OF THIS FUND

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
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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
starstarstarstarstar

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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.53%GBP 12.64