Morgan Stanley Investment Funds - Calvert Sustainable Diversity, Equity and Inclusion Fund AH EUR header image

Morgan Stanley Investment Funds - Calvert Sustainable Diversity, Equity and Inclusion Fund AH EUR

Fund

ISIN LU2459594789 / Valor 11812542

NAV (2025-02-07)
EUR 30.09+0.37%

Morgan Stanley Investment Funds - Calvert Sustainable Diversity, Equity and Inclusion Fund AH EUR
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive
General Objective

The fund aims for long-term growth of investments while promoting diversity, equity, and inclusion. It falls under Article 9 of the European Sustainable Finance Disclosure Regulation.

Fund Exposure

At least 70% of the fund's investments are in company shares. The fund mainly invests in companies worldwide that demonstrate leadership in diversity and inclusion, with policies supporting equal opportunity and fair promotion. The fund aims to maintain higher levels of diversity compared to the MSCI World Index.

Risks

The fund may invest up to 30% of its assets in companies that do not meet the diversity criteria, as long as they meet the Investment Adviser's ESG criteria. The fund is actively managed and not constrained by the Benchmark composition. Additionally, the fund may invest in derivatives, which carry more risk and rely on other companies to fulfil contractual obligations.

Content summarized by AI chatbot
Source

https://www.morganstanley.com/im/de-de/intermediary-investor/funds-and-performance/morgan-stanley-investment-funds/equity/calvert-sustainable-diversity-equity-inclusion.html

Tags:
global equities msci world index diversity

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

Morgan Stanley Investment Funds - Calvert Sustainable Diversity, Equity and Inclusion Fund B USD
Morgan Stanley Investment Funds - Calvert Sustainable Diversity, Equity and Inclusion Fund B USD Morgan Stanley Investment Funds - Calvert Sustainable Diversity, Equity and Inclusion Fund B USD Valor: 11812542
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.38%USD 31.47
Morgan Stanley Investment Funds - Calvert Sustainable Diversity, Equity and Inclusion Fund CH EUR
Morgan Stanley Investment Funds - Calvert Sustainable Diversity, Equity and Inclusion Fund CH EUR Morgan Stanley Investment Funds - Calvert Sustainable Diversity, Equity and Inclusion Fund CH EUR Valor: 11812545
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.40%EUR 29.80
Morgan Stanley Investment Funds - Calvert Sustainable Diversity, Equity and Inclusion Fund C USD
Morgan Stanley Investment Funds - Calvert Sustainable Diversity, Equity and Inclusion Fund C USD Morgan Stanley Investment Funds - Calvert Sustainable Diversity, Equity and Inclusion Fund C USD Valor: 11812545
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.38%USD 32.01
Morgan Stanley Investment Funds - Calvert Sustainable Diversity, Equity and Inclusion Fund A EUR
Morgan Stanley Investment Funds - Calvert Sustainable Diversity, Equity and Inclusion Fund A EUR Morgan Stanley Investment Funds - Calvert Sustainable Diversity, Equity and Inclusion Fund A EUR Valor: 12055448
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.22%EUR 36.22
Morgan Stanley Investment Funds - Calvert Sustainable Diversity, Equity and Inclusion Fund Z USD
Morgan Stanley Investment Funds - Calvert Sustainable Diversity, Equity and Inclusion Fund Z USD Morgan Stanley Investment Funds - Calvert Sustainable Diversity, Equity and Inclusion Fund Z USD Valor: 11812549
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.42%USD 33.20
Morgan Stanley Investment Funds - Calvert Sustainable Diversity, Equity and Inclusion Fund A USD
Morgan Stanley Investment Funds - Calvert Sustainable Diversity, Equity and Inclusion Fund A USD Morgan Stanley Investment Funds - Calvert Sustainable Diversity, Equity and Inclusion Fund A USD Valor: 11812542
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.40%USD 32.38
Morgan Stanley Investment Funds - Calvert Sustainable Diversity, Equity and Inclusion Fund BH EUR
Morgan Stanley Investment Funds - Calvert Sustainable Diversity, Equity and Inclusion Fund BH EUR Morgan Stanley Investment Funds - Calvert Sustainable Diversity, Equity and Inclusion Fund BH EUR Valor: 11812542
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.38%EUR 29.29
Morgan Stanley Investment Funds - Calvert Sustainable Diversity, Equity and Inclusion Fund I USD
Morgan Stanley Investment Funds - Calvert Sustainable Diversity, Equity and Inclusion Fund I USD Morgan Stanley Investment Funds - Calvert Sustainable Diversity, Equity and Inclusion Fund I USD Valor: 11812545
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.39%USD 33.12