Resources

Morgan Stanley Investment Funds
Morgan Stanley Liquidity Funds
 
 
 
Fund Guide & Performance Report
MS INVF Dividend Distribution Report
As Of 30-Sep-2023
MS INVF Fund Guide
As Of 30-Sep-2023
General
MS INVF Holiday Calendar 2023
As Of 29-Dec-2022
Shareholder Q&A on MS INVF Anti-Dilution Measures
As Of 06-Dec-2021
MS INVF Valuation Point
As Of 01-Jan-2021
MS INVF Articles of Incorporation
As Of 16-Dec-2015
Regulatory Policy and Disclosure
MSIM Limited Client Assets Regulatory Disclosure
As Of 01-Apr-2022
Regulatory Policy and Disclosure
MSIM Limited Client Assets Regulatory Disclosure
As Of 01-Apr-2022
Morgan Stanley Investment Funds
Morgan Stanley Liquidity Funds
 
 
 
2023
MS INVF Product Notice: November 2023 – China Equity Fund - Liquidation
Restriction Screening Policy for MS INVF Japanese Equity
MS INVF Product Notice: July 2023 – Global Brands Capital Return
MS INVF: July 2023 – Acquisition of RBC by CACEIS and Related Changes
ESG Reporting Methodology for MS INVF Calvert Sustainable Funds
2023 Target Income Level of MS INVF Global Balanced Income Fund
Restriction Screening Policy for MS INVF Emerging Leaders Equity
2022
MS INVF Product Notice: December 2022 – Global Opportunity Fund - Reopen
Restriction Screening Policy for MS INVF Sustainable Asia Equity & Sustainable Emerging Markets Equity
Restriction Screening Policy for MS INVF NextGen Emerging Markets
Restriction Screening Policy for Counterpoint Global
Morgan Stanley Investment Funds
Morgan Stanley Liquidity Funds
Z X
 
 
 
Funds
 
FUND NAME
INVESTMENT TEAM
SHARE CLASS
Fund Information
 
FACTSHEET
COMMENTARY
Key Investor Information (KID)
 
Key Investor Information (KID)
Fund Processing Passport
 
FPP
Equity
International Equity Team A
International Equity Team AH (EUR)
International Equity Team B
International Equity Team BH (EUR)
International Equity Team C
International Equity Team CH (EUR)
International Equity Team I
International Equity Team Z
Calvert Research and Management A
Calvert Research and Management A (EUR)
Calvert Research and Management AH (EUR)
Calvert Research and Management C
Calvert Research and Management CH (EUR)
Calvert Research and Management I
Calvert Research and Management Z
Calvert Research and Management A
Calvert Research and Management A (USD)
Calvert Research and Management AH (USD)
Calvert Research and Management C
Calvert Research and Management CH (USD)
Calvert Research and Management I
Calvert Research and Management Z
Calvert Research and Management A
Calvert Research and Management A (EUR)
Calvert Research and Management AH (EUR)
Calvert Research and Management C
Calvert Research and Management CH (EUR)
Calvert Research and Management I
Calvert Research and Management Z
Calvert Research and Management A
Calvert Research and Management A (EUR)
Calvert Research and Management AH (EUR)
Calvert Research and Management C
Calvert Research and Management CH (EUR)
Calvert Research and Management I
Calvert Research and Management Z
Calvert Research and Management A
Calvert Research and Management A (EUR)
Calvert Research and Management AH (EUR)
Calvert Research and Management C
Calvert Research and Management CH (EUR)
Calvert Research and Management I
Calvert Research and Management Z
Calvert Research and Management A
Calvert Research and Management A (EUR)
Calvert Research and Management AH (EUR)
Calvert Research and Management C
Calvert Research and Management CH (EUR)
Calvert Research and Management I
Calvert Research and Management Z
Global Opportunity Team A
Global Opportunity Team AH (USD)
Global Opportunity Team AR
Global Opportunity Team I
Global Opportunity Team I (USD)
Global Opportunity Team IH (USD)
Global Opportunity Team Z
Global Opportunity Team ZH (USD)
International Equity Team A
International Equity Team AHR (EUR)
International Equity Team AR
International Equity Team IR
International Equity Team Z
International Equity Team ZH (GBP)
International Equity Team ZHR (CHF)
International Equity Team ZHR (EUR)
International Equity Team ZHR (GBP)
International Equity Team ZR
International Equity Team A
International Equity Team A (EUR)
International Equity Team AH (CHF)
International Equity Team AH (EUR)
International Equity Team AHX (EUR)
International Equity Team AX
International Equity Team AX (EUR)
International Equity Team C
International Equity Team F
International Equity Team FH (CHF)
International Equity Team FH (EUR)
International Equity Team FHX (EUR)
International Equity Team FX
International Equity Team I
International Equity Team I (EUR)
International Equity Team IH (CHF)
International Equity Team IH (EUR)
International Equity Team IX
International Equity Team S
International Equity Team Z
International Equity Team Z (EUR)
International Equity Team ZH (EUR)
International Equity Team ZH (GBP)
International Equity Team ZH1 (EUR)
International Equity Team ZH3 (BRL)
International Equity Team ZHR (GBP)
International Equity Team ZX
Applied Equity Advisors Team A
Applied Equity Advisors Team I
Applied Equity Advisors Team Z
Counterpoint Global A
Counterpoint Global A (EUR)
Counterpoint Global B
Counterpoint Global C
Counterpoint Global I
Counterpoint Global I (EUR)
Counterpoint Global Z
Counterpoint Global A
Counterpoint Global A (EUR)
Counterpoint Global AH (EUR)
Counterpoint Global BH (EUR)
Counterpoint Global CH (EUR)
Counterpoint Global I
Counterpoint Global Z
Counterpoint Global ZH (EUR)
Counterpoint Global ZH (GBP)
Global Opportunity Team A
Global Opportunity Team A (EUR)
Global Opportunity Team AH (EUR)
Global Opportunity Team C
Global Opportunity Team I
Global Opportunity Team I (EUR)
Global Opportunity Team I (GBP)
Global Opportunity Team IH (EUR)
Global Opportunity Team IH1 (AUD)
Global Opportunity Team N
Global Opportunity Team Z
Global Opportunity Team Z (EUR)
Global Opportunity Team ZH (EUR)
Global Opportunity Team ZH (SEK)
Global Opportunity Team ZH1 (EUR)
Counterpoint Global A
Counterpoint Global B
Counterpoint Global C
Counterpoint Global I
Counterpoint Global Z
International Equity Team A
International Equity Team AH (CHF)
International Equity Team AH (EUR)
International Equity Team AH (SGD)
International Equity Team AX
International Equity Team I
International Equity Team I (EUR)
International Equity Team IH (EUR)
International Equity Team Z
International Equity Team Z (GBP)
International Equity Team ZH (CHF)
International Equity Team ZH (EUR)
International Equity Team ZX
International Equity Team A
International Equity Team A (EUR)
International Equity Team AH (CHF)
International Equity Team AH (EUR)
International Equity Team B
International Equity Team BH (EUR)
International Equity Team C
International Equity Team CH (EUR)
International Equity Team I
International Equity Team I (EUR)
International Equity Team IH (CHF)
International Equity Team IH (EUR)
International Equity Team IH (GBP)
International Equity Team IHX (EUR)
International Equity Team J
International Equity Team JH (EUR)
International Equity Team JH (GBP)
International Equity Team JH (NOK)
International Equity Team Z
International Equity Team ZH (CHF)
International Equity Team ZH (EUR)
International Equity Team ZH (GBP)
International Equity Team ZX
International Equity Team A
International Equity Team I
International Equity Team Z
Japanese Equity Team A
Japanese Equity Team AH (USD)
Japanese Equity Team I
Japanese Equity Team Z
Japanese Equity Team ZH (EUR)
Japanese Equity Team A
Japanese Equity Team I
Japanese Equity Team Z
Counterpoint Global A
Counterpoint Global A (EUR)
Counterpoint Global AH (EUR)
Counterpoint Global C
Counterpoint Global I
Counterpoint Global I (EUR)
Counterpoint Global IH (EUR)
Counterpoint Global IH (GBP)
Counterpoint Global Z
Counterpoint Global Z (EUR)
Counterpoint Global ZH (EUR)
Counterpoint Global ZH (GBP)
Counterpoint Global ZHX (GBP)
Counterpoint Global ZX
Applied Equity Advisors Team A
Applied Equity Advisors Team I
Applied Equity Advisors Team Z
Counterpoint Global A
Counterpoint Global A (EUR)
Counterpoint Global AH (EUR)
Counterpoint Global AX
Counterpoint Global AX (EUR)
Counterpoint Global F
Counterpoint Global I
Counterpoint Global I (EUR)
Counterpoint Global IH (EUR)
Counterpoint Global IX
Counterpoint Global Z
Counterpoint Global ZH (EUR)
Counterpoint Global ZH3 (BRL)
Counterpoint Global ZHX (EUR)
Counterpoint Global ZHX (GBP)
Counterpoint Global ZX
Counterpoint Global A
Counterpoint Global I
Counterpoint Global Z
A
AH (EUR)
AH (GBP)
C
I
IH (EUR)
J
N
NH (EUR)
Z
Counterpoint Global A
Counterpoint Global I
Counterpoint Global Z
Emerging Markets Equity
Global Opportunity Team A
Global Opportunity Team A (EUR)
Global Opportunity Team AH (EUR)
Global Opportunity Team F
Global Opportunity Team I
Global Opportunity Team I (EUR)
Global Opportunity Team IH (EUR)
Global Opportunity Team IH (GBP)
Global Opportunity Team J
Global Opportunity Team S
Global Opportunity Team Z
Global Opportunity Team Z (EUR)
Global Opportunity Team Z (GBP)
Global Opportunity Team ZH (EUR)
Global Opportunity Team ZH (GBP)
Emerging Markets Equity Team A
Emerging Markets Equity Team AH (EUR)
Emerging Markets Equity Team I
Emerging Markets Equity Team Z
Emerging Markets Equity Team A
Emerging Markets Equity Team B
Emerging Markets Equity Team C
Emerging Markets Equity Team I
Emerging Markets Equity Team Z
Global Opportunity Team A
Global Opportunity Team A (EUR)
Global Opportunity Team B
Global Opportunity Team C
Global Opportunity Team I
Global Opportunity Team J
Global Opportunity Team NH (EUR)
Global Opportunity Team Z
Emerging Markets Equity Team A
Emerging Markets Equity Team A (EUR)
Emerging Markets Equity Team AH (EUR)
Emerging Markets Equity Team C
Emerging Markets Equity Team I
Emerging Markets Equity Team IH (EUR)
Emerging Markets Equity Team N
Emerging Markets Equity Team Z
Emerging Markets Equity Team ZH (EUR)
Emerging Markets Equity Team ZH (GBP)
Emerging Markets Equity Team A
Emerging Markets Equity Team I
Emerging Markets Equity Team Z
Emerging Markets Equity Team A
Emerging Markets Equity Team AX
Emerging Markets Equity Team I
Emerging Markets Equity Team Z
Emerging Markets Equity Team A
Emerging Markets Equity Team I
Emerging Markets Equity Team Z
Emerging Markets Equity Team A
Emerging Markets Equity Team I
Emerging Markets Equity Team Z
Emerging Markets Equity Team A
Emerging Markets Equity Team I
Emerging Markets Equity Team N
Emerging Markets Equity Team Z
Fixed Income
Calvert Research and Management A
Calvert Research and Management AH (EUR)
Calvert Research and Management B
Calvert Research and Management BH (EUR)
Calvert Research and Management C
Calvert Research and Management CH (EUR)
Calvert Research and Management I
Calvert Research and Management J
Calvert Research and Management Z
Emerging Markets Debt Team A
Emerging Markets Debt Team A (EUR)
Emerging Markets Debt Team AH (EUR)
Emerging Markets Debt Team AHX (EUR)
Emerging Markets Debt Team AR
Emerging Markets Debt Team AX
Emerging Markets Debt Team AX (EUR)
Emerging Markets Debt Team CX
Emerging Markets Debt Team I
Emerging Markets Debt Team IH (EUR)
Emerging Markets Debt Team SHX (EUR)
Emerging Markets Debt Team Z
Emerging Markets Debt Team ZH (EUR)
Emerging Markets Debt Team ZHX (EUR)
Emerging Markets Debt Team A
Emerging Markets Debt Team A (EUR)
Emerging Markets Debt Team AH (EUR)
Emerging Markets Debt Team AHX (EUR)
Emerging Markets Debt Team ARM
Emerging Markets Debt Team AX
Emerging Markets Debt Team AX (EUR)
Emerging Markets Debt Team CX
Emerging Markets Debt Team I
Emerging Markets Debt Team IH (EUR)
Emerging Markets Debt Team N
Emerging Markets Debt Team Z
Emerging Markets Debt Team ZH (EUR)
Emerging Markets Debt Team A
Emerging Markets Debt Team I
Emerging Markets Debt Team J
Emerging Markets Debt Team JH (EUR)
Emerging Markets Debt Team JH (GBP)
Emerging Markets Debt Team JHR (EUR)
Emerging Markets Debt Team JHR (GBP)
Emerging Markets Debt Team JR
Emerging Markets Debt Team Z
Emerging Markets Debt Team Z (GBP)
Emerging Markets Debt Team ZH (EUR)
Emerging Markets Debt Team ZH (GBP)
Emerging Markets Debt Team ZH (NOK)
Emerging Markets Debt Team ZHR (EUR)
Emerging Markets Debt Team ZHR (GBP)
Emerging Markets Debt Team ZR
Emerging Markets Debt Team ZR (GBP)
Emerging Markets Debt Team A
Emerging Markets Debt Team A (EUR)
Emerging Markets Debt Team AH (EUR)
Emerging Markets Debt Team AHX (EUR)
Emerging Markets Debt Team ARM
Emerging Markets Debt Team AX
Emerging Markets Debt Team AX (EUR)
Emerging Markets Debt Team I
Emerging Markets Debt Team N
Emerging Markets Debt Team Z
Emerging Markets Debt Team A
Emerging Markets Debt Team A (EUR)
Emerging Markets Debt Team AH (EUR)
Emerging Markets Debt Team AHR (EUR)
Emerging Markets Debt Team I
Emerging Markets Debt Team IH (EUR)
Emerging Markets Debt Team Z
Emerging Markets Debt Team ZH (EUR)
Emerging Markets Debt Team A
Emerging Markets Debt Team A (EUR)
Emerging Markets Debt Team AR
Emerging Markets Debt Team I
Emerging Markets Debt Team IH (GBP)
Emerging Markets Debt Team IR
Emerging Markets Debt Team J
Emerging Markets Debt Team J (EUR)
Emerging Markets Debt Team J (GBP)
Emerging Markets Debt Team JH (GBP)
Emerging Markets Debt Team JHR (GBP)
Emerging Markets Debt Team Z
Emerging Markets Debt Team Z (EUR)
Emerging Markets Debt Team ZH (EUR)
Emerging Markets Debt Team ZH (GBP)
Emerging Markets Debt Team ZHR (GBP)
Broad Markets Fixed Income Team A
Broad Markets Fixed Income Team I
Broad Markets Fixed Income Team Z
Broad Markets Fixed Income Team ZX
Broad Markets Fixed Income Team A
Broad Markets Fixed Income Team A (USD)
Broad Markets Fixed Income Team AH (USD)
Broad Markets Fixed Income Team AX
Broad Markets Fixed Income Team AX (USD)
Broad Markets Fixed Income Team F
Broad Markets Fixed Income Team FX
Broad Markets Fixed Income Team I
Broad Markets Fixed Income Team IX
Broad Markets Fixed Income Team S
Broad Markets Fixed Income Team Z
Broad Markets Fixed Income Team ZH (CHF)
Broad Markets Fixed Income Team ZH (USD)
Broad Markets Fixed Income Team ZHX (GBP)
Broad Markets Fixed Income Team ZX
Broad Markets Fixed Income Team A
Broad Markets Fixed Income Team AX
Broad Markets Fixed Income Team B
Broad Markets Fixed Income Team BX
Broad Markets Fixed Income Team I
Broad Markets Fixed Income Team Z
Broad Markets Fixed Income Team A
Broad Markets Fixed Income Team AX
Broad Markets Fixed Income Team I
Broad Markets Fixed Income Team Z
Broad Markets Fixed Income Team A
Broad Markets Fixed Income Team AR
Broad Markets Fixed Income Team I
Broad Markets Fixed Income Team IR
Broad Markets Fixed Income Team Z
Broad Markets Fixed Income Team ZR
High Yield Team A
High Yield Team AH (USD)
High Yield Team AX
High Yield Team AX (USD)
High Yield Team I
High Yield Team Z
High Yield Team ZH (USD)
High Yield Team ZHX (GBP)
High Yield Team ZX
Securitized Team A
Securitized Team I
Securitized Team Z
Securitized Team A
Securitized Team A (EUR)
Securitized Team AH (EUR)
Securitized Team AH (GBP)
Securitized Team AH (SEK)
Securitized Team AHR (EUR)
Securitized Team AHX (EUR)
Securitized Team AR
Securitized Team FH (EUR)
Securitized Team FHX (EUR)
Securitized Team I
Securitized Team IH (EUR)
Securitized Team IHX (EUR)
Securitized Team NH (EUR)
Securitized Team NH1 (EUR)
Securitized Team SHX (EUR)
Securitized Team SHX (GBP)
Securitized Team SX
Securitized Team Z
Securitized Team Z (GBP)
Securitized Team ZH (EUR)
Securitized Team ZH1 (EUR)
Securitized Team ZHX (EUR)
Securitized Team ZHX (GBP)
Securitized Team ZX
Broad Markets Fixed Income Team A
Broad Markets Fixed Income Team AH (EUR)
Broad Markets Fixed Income Team AHX (EUR)
Broad Markets Fixed Income Team AX
Broad Markets Fixed Income Team I
Broad Markets Fixed Income Team NH (EUR)
Broad Markets Fixed Income Team NH1 (EUR)
Broad Markets Fixed Income Team Z
Broad Markets Fixed Income Team ZH (EUR)
Broad Markets Fixed Income Team ZH1 (EUR)
High Yield Team A
High Yield Team A (EUR)
High Yield Team AH (CHF)
High Yield Team AH (EUR)
High Yield Team I
High Yield Team IH (EUR)
High Yield Team NH (CHF)
High Yield Team Z
High Yield Team ZH (EUR)
High Yield Team ZH (GBP)
High Yield Team ZHX (EUR)
Broad Markets Fixed Income Team A
Broad Markets Fixed Income Team A (EUR)
Broad Markets Fixed Income Team I
Broad Markets Fixed Income Team Z
Broad Markets Fixed Income Team ZH (GBP)
Broad Markets Fixed Income Team ZH1X (GBP)
Broad Markets Fixed Income Team AH (EUR)
Broad Markets Fixed Income Team IH (EUR)
Broad Markets Fixed Income Team Z
Broad Markets Fixed Income Team ZH (EUR)
Broad Markets Fixed Income Team A
Broad Markets Fixed Income Team A (EUR)
Broad Markets Fixed Income Team AH (AUD)
Broad Markets Fixed Income Team AH (CHF)
Broad Markets Fixed Income Team AH (EUR)
Broad Markets Fixed Income Team AHR (EUR)
Broad Markets Fixed Income Team AHX (EUR)
Broad Markets Fixed Income Team AR
Broad Markets Fixed Income Team ARM
Broad Markets Fixed Income Team AX
Broad Markets Fixed Income Team AX (EUR)
Broad Markets Fixed Income Team I
Broad Markets Fixed Income Team IH (EUR)
Broad Markets Fixed Income Team IR
Broad Markets Fixed Income Team IX
Broad Markets Fixed Income Team NH (EUR)
Broad Markets Fixed Income Team NH (JPY)
Broad Markets Fixed Income Team NH (SGD)
Broad Markets Fixed Income Team Z
Broad Markets Fixed Income Team ZH (CHF)
Broad Markets Fixed Income Team ZH (EUR)
Broad Markets Fixed Income Team ZHR (GBP)
Broad Markets Fixed Income Team ZX
High Yield Team A
High Yield Team A (EUR)