Morgan Stanley Investment Funds - US Value Fund IH EUR Acc
Fund
ISIN LU2535287531 / Valor 12185184
NAV (2025-02-05)
EUR 23.09-0.35%
Morgan Stanley Investment Funds - US Value Fund IH EUR Acc
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General Objective
The fund aims to achieve long-term growth of investments by primarily investing in company shares located in the US that are considered to be priced inexpensively compared to other companies, high in quality, and attractive in their long-term investment prospects.
Fund Exposure
The fund is exposed to at least 70% of investments in company shares, including depositary receipts, with a focus on US companies. The fund may also consider environmental, social, and governance factors in its investment process. The performance of the fund is measured against the Russell 1000 Value Index, but it 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 movements in exchange rates between the fund's currency and the currencies of its investments. Other risks include investing in derivatives, potential financial loss from insolvency of other parties, and risks associated with sustainability factors impacting asset values and operational costs.