Morgan Stanley Investment Funds - American Resilience Fund CH (EUR) - EUR Capitalisation header image

Morgan Stanley Investment Funds - American Resilience Fund CH (EUR) - EUR Capitalisation

Fund

ISIN LU2562895636 / Valor 12370028

NAV (2024-12-23)
EUR 29.97+0.50%

Morgan Stanley Investment Funds - American Resilience Fund CH (EUR) - EUR Capitalisation
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General Objective

The fund aims to achieve long-term growth of investments by primarily investing in company shares of US-based companies with dominant market positions supported by intangible assets and pricing power.

Fund Exposure

The fund is exposed to US-based companies with dominant market positions, focusing on intangible assets such as brands, networks, licenses, and patents. The investment style includes assessing ESG factors and engaging with company management teams. The fund measures its performance against the S&P 500 but is actively managed and not designed to track the benchmark.

Risks

The fund is categorized as higher risk due to its investment in company shares, which historically have experienced high rises and falls. Additionally, the fund may be impacted by exchange rate movements and invest up to 30% of its assets in non-criteria investments, as well as derivatives which carry more risk. Other risks include reliance on third parties, sustainability factors affecting asset values, and potential liquidity issues.

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Source

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

Tags:
esg s&p 500 us companies

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OTHER SHARE CLASSES OF THIS FUND

Morgan Stanley Investment Funds - American Resilience Fund C - USD Capitalisation
Morgan Stanley Investment Funds - American Resilience Fund C - USD Capitalisation Morgan Stanley Investment Funds - American Resilience Fund C - USD Capitalisation Valor: 12369993
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Annual Return

-50%0%+50%

Risk level

110
0.55%USD 31.33
Morgan Stanley Investment Funds - American Resilience Fund B - USD Capitalisation
Morgan Stanley Investment Funds - American Resilience Fund B - USD Capitalisation Morgan Stanley Investment Funds - American Resilience Fund B - USD Capitalisation Valor: 12370033
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.55%USD 31.21
Morgan Stanley Investment Funds - American Resilience Fund A - USD Capitalisation
Morgan Stanley Investment Funds - American Resilience Fund A - USD Capitalisation Morgan Stanley Investment Funds - American Resilience Fund A - USD Capitalisation Valor: 12367099
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.54%USD 31.84
Morgan Stanley Investment Funds - American Resilience Fund BH (EUR) - EUR Capitalisation
Morgan Stanley Investment Funds - American Resilience Fund BH (EUR) - EUR Capitalisation Morgan Stanley Investment Funds - American Resilience Fund BH (EUR) - EUR Capitalisation Valor: 12370033
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.51%EUR 29.84
Morgan Stanley Investment Funds - American Resilience Fund Z - USD Capitalisation
Morgan Stanley Investment Funds - American Resilience Fund Z - USD Capitalisation Morgan Stanley Investment Funds - American Resilience Fund Z - USD Capitalisation Valor: 12369980
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Annual Return

-50%0%+50%

Risk level

110
0.56%USD 32.51
Morgan Stanley Investment Funds - American Resilience Fund I - USD Capitalisation
Morgan Stanley Investment Funds - American Resilience Fund I - USD Capitalisation Morgan Stanley Investment Funds - American Resilience Fund I - USD Capitalisation Valor: 12369979
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.56%USD 32.46
Morgan Stanley Investment Funds - American Resilience Fund AH (EUR) - EUR Capitalisation
Morgan Stanley Investment Funds - American Resilience Fund AH (EUR) - EUR Capitalisation Morgan Stanley Investment Funds - American Resilience Fund AH (EUR) - EUR Capitalisation Valor: 12367100
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Annual Return

-50%0%+50%

Risk level

110
0.53%EUR 30.44