Products & Performance
Morgan Stanley Investment Funds
Multi-Asset
Global Balanced Sustainable Fund
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Global Balanced Sustainable Fund
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Products & Performance
Morgan Stanley Investment Funds
Multi-Asset
Global Balanced Sustainable Fund
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Marketing Communication
Fund Facts
Fund Codes
Fees & Expenses
2
The value of the investments and the income from them will vary and there can be no assurance that the Fund will achieve its investment objectives. Pricing & Performance
Past performance is not a reliable indicator of future results. Returns may increase or decrease as a result of currency fluctuations. All performance data is calculated NAV to NAV, net of fees, and does not take account of commissions and costs incurred on the issue and redemption of units. The sources for all performance and Index data is Morgan Stanley Investment Management. Please click here for additional performance disclosures and important information, which should be reviewed carefully.
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Average Annual Total Returns
As of
30-Sep-2024
As of
30-Sep-2024
Average Annual Total Returns
As of
30-Sep-2024
As of
30-Sep-2024
Risk and Reward Profile As of
19-Feb-2024
Composition
3 As of
31-Aug-2024
Geography3 As of
31-Aug-2024
Holdings As of
31-Aug-2024
Sustainability Statistics
These sustainability statistics are a snapshot of the ESG Rating and Carbon Profile of the Fund. This is factual information on certain matters that do not form part of the binding Article 8 characteristics of the Fund and does not constitute a commitment regarding the future ESG Rating or Carbon Profile of the fund. Please refer to the offering documents of the Fund prior to investment for details on how, and the extent to which, the Fund takes sustainability considerations into account on a binding or non-binding basis. The definitions of ESG Rating and Carbon Risk can be found on the Glossary page. Source: Morgan Stanley Investment Management and MSCI ESG research. ESG ratings are on a scale of AAA to CCC. ESG ratings and Carbon Risk refer to the core equity portion of the Fund only. Portfolio Characteristics
Portfolio Managers
Managing Director, Chief Investment Officer, Solutions & Multi-Asset Group
26 years industry experience
Team members may be subject to change at any time without notice. Effective 1 November 2023, Andrew Harmstone became an advisor to the Fund. Effective 1 November 2023, Rui De Figueiredo, Ryan Meredith, Jim Caron and Damon Wu are the Fund’s Lead Portfolio Managers, forming the Investment Committee. Insights by Portfolio Solutions Group
Resources
Product Literature
Sustainability
Prospectus & Reports
Product Notice
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