Resources

FEATURED LITERATURE
RESOURCE
 
RESOURCE
MS INVF Application Form 
09-Jan-2023
Morgan Stanley Investment Funds
Morgan Stanley Liquidity Funds
 
 
 
Fund Guide & Performance Report
MS INVF Fund Guide
As Of 31-Dec-2022
MS INVF Dividend Distribution Report
As Of 29-Dec-2022
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
MS INVF Facilities Services
As Of 30-Jun-2022
MSIM Limited Client Assets Regulatory Disclosure
As Of 01-Apr-2022
MSIM Global Order Execution Policy
As Of 15-Jun-2021
Morgan Stanley Investment Management
MSIM Sustainable Investing Policy
As Of 22-Mar-2022
MSIM Fund Management (Ireland) Limited (The Company) Remuneration Policy
As Of 01-Oct-2021
MSIM Fund Management (Ireland) Summary of Investor Rights with respect to Complaints Resolution
As Of 15-Jun-2021
General
MSLF Holiday Schedule
As Of 02-Jan-2023
Regulatory Policy and Disclosure
MSIM Limited Client Assets Regulatory Disclosure
As Of 01-Apr-2022
MSIM Global Order Execution Policy
As Of 15-Jun-2021
Morgan Stanley Investment Management
MSIM Fund Management (Ireland) Limited (The Company) Remuneration Policy
As Of 01-Oct-2021
MSIM Fund Management (Ireland) Summary of Investor Rights with respect to Complaints Resolution
As Of 15-Jun-2021
Morgan Stanley Investment Funds
Morgan Stanley Liquidity Funds
 
 
 
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 MS INVF - Article 8 Funds
Restriction Screening Policy for MS INVF American Resilience, Global Brands, Global Brands Equity Income, Global Quality Fund
Restriction Screening Policy for MS INVF Japanese Equity
Impact Investment Methodology for MS Global Balanced Sustainable Strategy
Stewardship Policy for MS Global Balanced Sustainable Strategy
Stewardship Report for MS Global Balanced Sustainable Strategy
Restriction Screening Policy for Global Sustain
Restriction Screening Policy for Counterpoint Global
ESG Methodology for MS INVF Global Balanced
Restriction Screening Policy MS INVF Global Balanced
ESG Methodology for MS INVF Global Balanced Sustainable
2021
Restriction Screening Policy for MS INVF Emerging Leaders Equity
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
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 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 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 Opportunity Team A
Global Opportunity Team AH (USD)
Global Opportunity Team I
Global Opportunity Team IH (USD)
Global Opportunity Team Z
International Equity Team A
International Equity Team AHR (EUR)
International Equity Team AR
International Equity Team IR
International Equity Team Z
International Equity Team ZR
International Equity Team A
International Equity Team AH (EUR)
International Equity Team AHX (EUR)
International Equity Team AX
International Equity Team F
International Equity Team FH (EUR)
International Equity Team FHX (EUR)
International Equity Team FX
International Equity Team I
International Equity Team IH (EUR)
International Equity Team N
International Equity Team S
International Equity Team Z
International Equity Team ZH (EUR)
International Equity Team ZX
Applied Equity Advisors Team A
Applied Equity Advisors Team Z
Counterpoint Global A
Counterpoint Global I
Counterpoint Global Z
Global Opportunity Team A
Global Opportunity Team AH (EUR)
Global Opportunity Team I
Global Opportunity Team N
Global Opportunity Team Z
Global Opportunity Team ZH (EUR)
International Equity Team A
International Equity Team AH (EUR)
International Equity Team AX
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 Z
International Equity Team I
International Equity Team Z
Mitsubishi UFJ Asset Management (UK) Ltd A
Mitsubishi UFJ Asset Management (UK) Ltd I
Mitsubishi UFJ Asset Management (UK) Ltd Z
Mitsubishi UFJ Asset Management (UK) Ltd ZH (EUR)
Counterpoint Global A
Counterpoint Global AH (EUR)
Counterpoint Global I
Counterpoint Global IH (EUR)
Counterpoint Global Z
Counterpoint Global ZH (EUR)
Counterpoint Global ZX
Applied Equity Advisors Team A
Applied Equity Advisors Team Z
Counterpoint Global A
Counterpoint Global AH (EUR)
Counterpoint Global AX
Counterpoint Global F
Counterpoint Global I
Counterpoint Global IX
Counterpoint Global N
Counterpoint Global NH (EUR)
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
Emerging Markets Equity
Global Opportunity Team A
Global Opportunity Team AH (EUR)
Global Opportunity Team I
Global Opportunity Team J
Global Opportunity Team Z
Global Opportunity Team ZH (EUR)
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 I
Emerging Markets Equity Team Z
Emerging Markets Equity Team A
Emerging Markets Equity Team AH (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 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 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
Fixed Income
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
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 AR
Broad Markets Fixed Income Team AX
Broad Markets Fixed Income Team I
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 ZHX (EUR)
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 I
Emerging Markets Debt Team Z
Emerging Markets Debt Team ZH (EUR)
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 I
Emerging Markets Debt Team Z
Emerging Markets Debt Team A
Emerging Markets Debt Team AH (EUR)
Emerging Markets Debt Team AHR (EUR)
Emerging Markets Debt Team I
Emerging Markets Debt Team Z
Broad Markets Fixed Income Team A
Broad Markets Fixed Income Team I
Broad Markets Fixed Income Team N
Broad Markets Fixed Income Team Z
Broad Markets Fixed Income Team ZX
Broad Markets Fixed Income Team A
Broad Markets Fixed Income Team AH (USD)
Broad Markets Fixed Income Team AX
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 NH (USD)
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 ZX
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 AX
Broad Markets Fixed Income Team I
Broad Markets Fixed Income Team N
Broad Markets Fixed Income Team Z
Broad Markets Fixed Income Team A
Broad Markets Fixed Income Team Z
High Yield Team A
High Yield Team AH (USD)
High Yield Team AX
High Yield Team I
High Yield Team Z
High Yield Team ZX
Securitized Team A
Securitized Team AH (EUR)
Securitized Team AH (GBP)
Securitized Team AR
Securitized Team I
Securitized Team IH (EUR)
Securitized Team IHX (EUR)
Securitized Team Z
Securitized Team ZHX (GBP)
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 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 I
High Yield Team IH (EUR)
High Yield Team N
High Yield Team Z
High Yield Team ZH (EUR)
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 A
Broad Markets Fixed Income Team AH (EUR)
Broad Markets Fixed Income Team AHX (EUR)
Broad Markets Fixed Income Team AR
Broad Markets Fixed Income Team AX
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 Z
Broad Markets Fixed Income Team ZH (EUR)
Broad Markets Fixed Income Team ZX
High Yield Team A
High Yield Team AH (EUR)
High Yield Team AHX (EUR)
High Yield Team AR
High Yield Team AX
High Yield Team I
High Yield Team IX
High Yield Team Z
High Yield Team ZH (EUR)
Agency MBS Team A
Agency MBS Team AM
Agency MBS Team I
Agency MBS Team IM
Agency MBS Team ZM
Broad Markets Fixed Income Team A
Broad Markets Fixed Income Team I
Broad Markets Fixed Income Team N
Broad Markets Fixed Income Team Z
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 I
High Yield Team IM
High Yield Team Z
High Yield Team ZH (EUR)
High Yield Team ZH (GBP)
High Yield Team ZHM (GBP)
Broad Markets Fixed Income Team A
Broad Markets Fixed Income Team I
Broad Markets Fixed Income Team Z
High Yield Team A
High Yield Team AH (EUR)
High Yield Team AR
High Yield Team AX
High Yield Team I
High Yield Team Z
High Yield Team ZH (EUR)
Broad Markets Fixed Income Team A
Broad Markets Fixed Income Team I
Broad Markets Fixed Income Team Z
High Yield Team A
High Yield Team AH (EUR)
High Yield Team AR
High Yield Team AX
High Yield Team I
High Yield Team Z
Multi-Asset
Global Balanced Risk Control Team A
Global Balanced Risk Control Team Z
Global Balanced Risk Control Team A
Global Balanced Risk Control Team Z
Global Balanced Risk Control Team A
Global Balanced Risk Control Team AR
Global Balanced Risk Control Team I
Global Balanced Risk Control Team IR
Global Balanced Risk Control Team Z
Global Balanced Risk Control Team ZR
Global Balanced Risk Control Team A
Global Balanced Risk Control Team AH (USD)
Global Balanced Risk Control Team I
Global Balanced Risk Control Team IH (USD)
Global Balanced Risk Control Team Z
Global Multi-Asset Team A
Global Multi-Asset Team I
Global Multi-Asset Team Z
Global Multi-Asset Team ZH (GBP)
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 AH (USD)
Global Listed Real Assets Team AX
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 I
Global Listed Real Assets Team IH (EUR)
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 I
Global Listed Real Assets Team IX
Global Listed Real Assets Team Z
Global Listed Real Assets Team ZH (EUR)
Global Listed Real Assets Team ZHX (EUR)
Global Listed Real Assets Team A
Global Listed Real Assets Team F
Global Listed Real Assets Team I
Global Listed Real Assets Team Z