Morgan Stanley Investment Funds - Tailwinds Fund ZH EUR Acc
Fund
ISIN LU2714436339 / Valor 13105792
NAV (2024-12-23)
EUR 31.29+1.26%
Morgan Stanley Investment Funds - Tailwinds Fund ZH EUR Acc
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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.