Morgan Stanley Investment Funds - Tailwinds Fund Z USD Acc header image

Morgan Stanley Investment Funds - Tailwinds Fund Z USD Acc

Fund

ISIN LU2714435950 / Valor 13105757

NAV (2024-12-10)
USD 33.51-1.70%

Morgan Stanley Investment Funds - Tailwinds Fund Z USD Acc
UMushroom community rating:

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

The fund aims to seek long-term growth, measured in U.S. Dollars, by investing at least 70% of its assets in U.S. Equities. The investment policy focuses on bottom-up selection of equity securities of U.S. companies aligned with environmental or social trends to drive growth and profitability.

Fund Exposure

The fund is primarily exposed to U.S. Equities, with a focus on companies within the range of the Russell 1000 Index. The investment process emphasizes identifying companies that support sustainability-related business activities, with exclusions for tobacco, climate, and weapons-related sectors. The fund may also invest in debt securities convertible into common shares and derivatives for efficient portfolio management.

Risks

Investors should be aware that the fund's performance is actively managed and not designed to track a specific benchmark. Additionally, the fund may invest up to 30% of its assets in securities not meeting the criteria of its primary investments, which may carry higher risk. Derivatives and investments in China A-Shares via Stock Connect also introduce additional risks that investors should consider.

Content summarized by AI chatbot
Source

https://www.morganstanley.com/im/de-de/institutional-investor/funds-and-performance/morgan-stanley-investment-funds/equity/tailwinds-fund.shareClass.ZH.html

Tags:
sustainability russell 1000 u s equities

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 - Tailwinds Fund I USD Acc
Morgan Stanley Investment Funds - Tailwinds Fund I USD Acc Morgan Stanley Investment Funds - Tailwinds Fund I USD Acc Valor: 13105791
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.67%USD 33.49
Morgan Stanley Investment Funds - Tailwinds Fund IH EUR Acc
Morgan Stanley Investment Funds - Tailwinds Fund IH EUR Acc Morgan Stanley Investment Funds - Tailwinds Fund IH EUR Acc Valor: 13105792
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.71%EUR 32.84
Morgan Stanley Investment Funds - Tailwinds Fund A USD Acc
Morgan Stanley Investment Funds - Tailwinds Fund A USD Acc Morgan Stanley Investment Funds - Tailwinds Fund A USD Acc Valor: 13106557
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.44%GBP 25.97
Morgan Stanley Investment Funds - Tailwinds Fund C USD Acc
Morgan Stanley Investment Funds - Tailwinds Fund C USD Acc Morgan Stanley Investment Funds - Tailwinds Fund C USD Acc Valor: 13106557
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.14%EUR 31.27
Morgan Stanley Investment Funds - Tailwinds Fund ZH EUR Acc
Morgan Stanley Investment Funds - Tailwinds Fund ZH EUR Acc Morgan Stanley Investment Funds - Tailwinds Fund ZH EUR Acc Valor: 13105792
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.68%EUR 32.87
Morgan Stanley Investment Funds - Tailwinds Fund AH EUR Acc
Morgan Stanley Investment Funds - Tailwinds Fund AH EUR Acc Morgan Stanley Investment Funds - Tailwinds Fund AH EUR Acc Valor: 13105757
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.67%EUR 32.46