Resources

Morgan Stanley Investment Funds
Morgan Stanley Funds (UK)
Morgan Stanley Liquidity Funds
 
 
 
Fund Guide & Performance Report
MS INVF Dividend Distribution Report
As Of 31-Dec-2023
MS INVF Fund Guide
As Of 31-Dec-2023
MS INVF UK Reportable Income
As Of 31-Jul-2023
General
MS INVF Holiday Calendar 2024
As Of 29-Dec-2023
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
Morgan Stanley Investment Management
MSIM Fund Management (Ireland) Limited (The Company) Remuneration Policy
As Of 01-Nov-2023
MSIM Sustainable Investing Policy
As Of 31-Oct-2023
MSIM Proxy Voting Policy
As Of 01-Mar-2023
MSIM Fund Management (Ireland) Limited, Luxembourg Branch ("the branch") Complaint Resolution Procedure
As Of 15-Jun-2021
Regulatory Policy and Disclosure
MSIM Global Order Execution Policy
As Of 16-Feb-2023
MSIM Limited Client Assets Regulatory Disclosure
As Of 01-Apr-2022
Morgan Stanley Investment Management
MSIM Fund Management (Ireland) Limited (The Company) Remuneration Policy
As Of 01-Nov-2023
MSIM Proxy Voting Policy
As Of 01-Mar-2023
MSIM Fund Management (Ireland) Limited, Luxembourg Branch ("the branch") Complaint Resolution Procedure
As Of 15-Jun-2021
Regulatory Policy and Disclosure
MSIM Global Order Execution Policy
As Of 16-Feb-2023
MSIM Limited Client Assets Regulatory Disclosure
As Of 01-Apr-2022
General
Morgan Stanley Liquidity Fund SVB Financial Group Disclosure
As Of 10-Mar-2023
MSLF Holiday Schedule
As Of 02-Jan-2023
Morgan Stanley Investment Management
MSIM Fund Management (Ireland) Limited (The Company) Remuneration Policy
As Of 01-Nov-2023
MSIM Fund Management (Ireland) Limited, Luxembourg Branch ("the branch") Complaint Resolution Procedure
As Of 15-Jun-2021
Regulatory Policy and Disclosure
MSIM Global Order Execution Policy
As Of 16-Feb-2023
MSIM Limited Client Assets Regulatory Disclosure
As Of 01-Apr-2022
Morgan Stanley Investment Funds
Morgan Stanley Funds (UK)
Morgan Stanley Liquidity Funds
 
 
 
2023
MS INVF Product Notice: November 2023 – US Value Fund - Investment Policy Update
MS INVF Product Notice: November 2023 – Global Balanced Income Fund - Investment Policy Update
MS INVF Product Notice: November 2023 – Emerging Leaders Equity Fund - Investment Policy Update
Restriction Screening Policy for MS INVF Japanese Equity
ESG Reporting Methodology for MS INVF Calvert Sustainable Funds
MS INVF Product Notice: July 2023 – Global Brands Capital Return
ESG Methodology for MS INVF Global Balanced Fund
ESG Methodology for MS INVF Global Balanced Sustainable Fund
Impact Investment Methodology for MS Global Balanced Sustainable Strategy
Stewardship Policy for MS Global Balanced Sustainable Strategy
2024 Target Income Level of MS INVF Global Balanced Income Fund
2022
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
2023
Restriction Screening Policy for MS Funds (UK) Sustainable Fixed Income Opportunities
Impact Investment Methodology for MS Funds (UK) Multi-Asset Sustainable Balanced Fund
Impact Investment Methodology for MS Funds (UK) Multi-Asset Sustainable Moderate Fund
ESG Methodology for MS Funds (UK) Multi-Asset Sustainable Balanced Fund
ESG Methodology for MS Funds (UK) Multi-Asset Sustainable Moderate Fund
2023
MS Liquidity Funds Shareholder Notice: December 2023 - SFDR Classification**
Morgan Stanley Investment Funds
Morgan Stanley Funds (UK)
Morgan Stanley Liquidity Funds
I X Z X
 
 
 
Funds
 
FUND NAME
INVESTMENT TEAM
SHARE CLASS
Fund Information
 
FACTSHEET
COMMENTARY
Key Investor Information
 
Key Investor Information Document
Fund Processing Passport
 
FPP
Equity
International Equity Team A
International Equity Team AH (EUR)
International Equity Team C
International Equity Team CH (EUR)
International Equity Team I
International Equity Team Z
Eaton Vance Equity Global Team A
Eaton Vance Equity Global Team I
Eaton Vance Equity Global Team Z
Calvert Research and Management A
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 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 AH (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
Calvert Research and Management A
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 AH (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
Calvert Research and Management A
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
A
C
I
Z
Global Opportunity A
Global Opportunity AR
Global Opportunity I
Global Opportunity Z
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 AH (CHF)
International Equity Team AH (EUR)
International Equity Team AHX (EUR)
International Equity Team AX
International Equity Team C
International Equity Team CH (EUR)
International Equity Team F
International Equity Team FHX (EUR)
International Equity Team FX
International Equity Team I
International Equity Team IH (EUR)
International Equity Team IX
International Equity Team Z
International Equity Team ZH (EUR)
International Equity Team ZH (GBP)
International Equity Team ZHR (GBP)
International Equity Team ZX
Applied Equity Advisors Team I
Applied Equity Advisors Team Z
Counterpoint Global I
Counterpoint Global Z
Counterpoint Global A
Counterpoint Global C
Counterpoint Global I
Counterpoint Global Z
Counterpoint Global ZH (EUR)
Counterpoint Global ZH (GBP)
Global Opportunity A
Global Opportunity AH (EUR)
Global Opportunity C
Global Opportunity I
Global Opportunity I (GBP)
Global Opportunity N
Global Opportunity Z
Counterpoint Global I
Counterpoint Global Z
International Equity Team I
International Equity Team Z
International Equity Team Z (GBP)
International Equity Team ZH (EUR)
International Equity Team ZX
International Equity Team AH (CHF)
International Equity Team I
International Equity Team IH (GBP)
International Equity Team J
International Equity Team JH (GBP)
International Equity Team JHX (EUR)
International Equity Team JX
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 I
International Equity Team Z
Japanese Equity Team A
Japanese Equity Team C
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 AH (EUR)
Counterpoint Global C
Counterpoint Global I
Counterpoint Global IH (EUR)
Counterpoint Global Z
Counterpoint Global ZH (EUR)
Counterpoint Global A
Counterpoint Global AH (EUR)
Counterpoint Global C
Counterpoint Global I
Counterpoint Global IH (EUR)
Counterpoint Global IH (GBP)
Counterpoint Global Z
Counterpoint Global ZH (EUR)
Counterpoint Global ZH (GBP)
Counterpoint Global ZHX (GBP)
Counterpoint Global ZX
Applied Equity Advisors Team I
Applied Equity Advisors Team Z
Counterpoint Global A
Counterpoint Global AH (EUR)
Counterpoint Global AX
Counterpoint Global C
Counterpoint Global F
Counterpoint Global I
Counterpoint Global IH (EUR)
Counterpoint Global IX
Counterpoint Global Z
Counterpoint Global ZH (EUR)
Counterpoint Global ZHX (EUR)
Counterpoint Global ZHX (GBP)
Counterpoint Global ZX
Counterpoint Global Z
A
AH (EUR)
AH (GBP)
C
I
IH (EUR)
Z
Counterpoint Global A
Counterpoint Global I
Counterpoint Global Z
Emerging Markets Equity
Global Opportunity F
Global Opportunity I
Global Opportunity IH (EUR)
Global Opportunity IH (GBP)
Global Opportunity J
Global Opportunity J (GBP)
Global Opportunity JH (GBP)
Global Opportunity Z
Global Opportunity Z (GBP)
Global Opportunity ZH (EUR)
Global Opportunity ZH (GBP)
Emerging Markets Equity Team I
Emerging Markets Equity Team Z
Global Opportunity I
Global Opportunity Z
Emerging Markets Equity Team A
Emerging Markets Equity Team AH (EUR)
Emerging Markets Equity Team C
Emerging Markets Equity Team CH (EUR)
Emerging Markets Equity Team I
Emerging Markets Equity Team IH (EUR)
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 C
Emerging Markets Equity Team I
Emerging Markets Equity Team Z
Fixed Income
High Yield Team A
High Yield Team I
High Yield Team Z
Calvert Research and Management A
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 AH (EUR)
Emerging Markets Debt Team AHX (EUR)
Emerging Markets Debt Team AX
Emerging Markets Debt Team C
Emerging Markets Debt Team I
Emerging Markets Debt Team IH (EUR)
Emerging Markets Debt Team Z
Emerging Markets Debt Team A
Emerging Markets Debt Team AH (EUR)
Emerging Markets Debt Team AHX (EUR)
Emerging Markets Debt Team AX
Emerging Markets Debt Team C
Emerging Markets Debt Team I
Emerging Markets Debt Team Z
Emerging Markets Debt Team ZH (EUR)
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 (GBP)
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 AH (EUR)
Emerging Markets Debt Team AHX (EUR)
Emerging Markets Debt Team AX
Emerging Markets Debt Team C
Emerging Markets Debt Team I
Emerging Markets Debt Team Z
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 I
Emerging Markets Debt Team IH (GBP)
Emerging Markets Debt Team J
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 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 C
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 AX
Broad Markets Fixed Income Team C
Broad Markets Fixed Income Team F
Broad Markets Fixed Income Team FX
Broad Markets Fixed Income Team I
Broad Markets Fixed Income Team S
Broad Markets Fixed Income Team Z
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 C
Broad Markets Fixed Income Team Z
Broad Markets Fixed Income Team A
Broad Markets Fixed Income Team AX
Broad Markets Fixed Income Team C
Broad Markets Fixed Income Team I
Broad Markets Fixed Income Team Z
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 AX
High Yield Team C
High Yield Team I
High Yield Team Z
High Yield Team ZHX (GBP)
High Yield Team ZX
Mortgage & Securitized Team A
Mortgage & Securitized Team I
Mortgage & Securitized Team Z
Mortgage & Securitized Team JHX (EUR)
Mortgage & Securitized Team JHX (GBP)
Mortgage & Securitized Team JX
Mortgage & Securitized Team A
Mortgage & Securitized Team CX
Mortgage & Securitized Team I
Mortgage & Securitized Team SHX (EUR)
Mortgage & Securitized Team SHX (GBP)
Mortgage & Securitized Team SX
Mortgage & Securitized Team Z
Mortgage & Securitized Team Z (GBP)
Mortgage & Securitized Team ZHX (EUR)
Mortgage & Securitized Team ZHX (GBP)
Mortgage & 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 C
Broad Markets Fixed Income Team I
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 AH (EUR)
High Yield Team CH (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 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 Z
Broad Markets Fixed Income Team A
Broad Markets Fixed Income Team AHX (EUR)
Broad Markets Fixed Income Team AX
Broad Markets Fixed Income Team I
Broad Markets Fixed Income Team IR
Broad Markets Fixed Income Team IX
Broad Markets Fixed Income Team Z
Broad Markets Fixed Income Team ZHR (GBP)
Broad Markets Fixed Income Team ZX
High Yield Team A
High Yield Team AH (EUR)
High Yield Team AHX (EUR)
High Yield Team AX
High Yield Team I
High Yield Team IX
High Yield Team Z
Emerging Markets Debt Team A
Emerging Markets Debt Team AH (EUR)
Emerging Markets Debt Team C
Emerging Markets Debt Team I
Emerging Markets Debt Team Z
Emerging Markets Debt Team ZH (JPY)
Broad Markets Fixed Income Team A
Broad Markets Fixed Income Team C
Broad Markets Fixed Income Team I
Broad Markets Fixed Income Team Z
Broad Markets Fixed Income Team Z
Broad Markets Fixed Income Team A
Broad Markets Fixed Income Team I
Broad Markets Fixed Income Team Z
Broad Markets Fixed Income Team A
Broad Markets Fixed Income Team I
Broad Markets Fixed Income Team Z
Broad Markets Fixed Income Team I
Broad Markets Fixed Income Team Z
Broad Markets Fixed Income Team A
Broad Markets Fixed Income Team I
Broad Markets Fixed Income Team Z
High Yield Team I
High Yield Team Z
High Yield Team A
High Yield Team AH (EUR)
High Yield Team AM
High Yield Team C
High Yield Team CM
High Yield Team IM
High Yield Team Z
High Yield Team ZH (EUR)
High Yield Team ZH (GBP)
High Yield Team I
High Yield Team Z
Multi-Asset
Portfolio Solutions Group Z
Portfolio Solutions Group Z
Portfolio Solutions Group I
Portfolio Solutions Group IR
Portfolio Solutions Group Z
Portfolio Solutions Group ZR
Portfolio Solutions Group A
Portfolio Solutions Group AH (USD)
Portfolio Solutions Group C
Portfolio Solutions Group I
Portfolio Solutions Group IH (USD)
Portfolio Solutions Group Z
Portfolio Solutions Group ZH (GBP)
Portfolio Solutions Group A
Portfolio Solutions Group B
Portfolio Solutions Group C
Portfolio Solutions Group I
Portfolio Solutions Group Z
Global Listed Real Assets
Global Listed Real Assets Team A
Global Listed Real Assets Team F
Global Listed Real Assets Team I
Global Listed Real Assets Team IX
Global Listed Real Assets Team Z
Calvert Research and Management A
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 Listed Real Assets Team A
Global Listed Real Assets Team I
Global Listed Real Assets Team Z
Global Listed Real Assets Team A
Global Listed Real Assets Team I
Global Listed Real Assets Team Z
Global Listed Real Assets Team A
Global Listed Real Assets Team AH (EUR)
Global Listed Real Assets Team C
Global Listed Real Assets Team I
Global Listed Real Assets Team Z
Global Listed Real Assets Team ZH (EUR)
Global Listed Real Assets Team ZX
Global Listed Real Assets Team A
Global Listed Real Assets Team AH (EUR)
Global Listed Real Assets Team C
Global Listed Real Assets Team CH (EUR)
Global Listed Real Assets Team I
Global Listed Real Assets Team Z
Global Listed Real Assets Team A
Global Listed Real Assets Team I
Global Listed Real Assets Team Z
Global Listed Real Assets Team A
Global Listed Real Assets Team F
Global Listed Real Assets Team I
Global Listed Real Assets Team Z
Alternatives