Morgan Stanley Investment Funds - American Resilience Fund Z - USD Capitalisation

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.

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.

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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