Resources

Morgan Stanley Investment Funds
Morgan Stanley Liquidity Funds
 
 
 
Fund Guide & Performance Report
MS INVF Collated Factsheets
As Of 31-Dec-2022
MS INVF Fund Guide
As Of 31-Dec-2022
MS INVF Morningstar Ratings & Rankings
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 – Latvia
As Of 30-Jun-2022
MS INVF Facilities Services – Lithuania
As Of 30-Jun-2022
MS INVF Facilities Services – Estonia
As Of 30-Jun-2022
MS INVF Facilities Services
As Of 30-Jun-2022
MS INVF Facilities Services – Czech Republic
As Of 30-Jun-2022
MS INVF Facilities Services – Icelandic
As Of 30-Jun-2022
MS INVF Facilities Services – Romanian
As Of 30-Jun-2022
MS INVF Facilities Services – Slovakian
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
Restriction Screening Policy 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 ZM 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 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 Z
Calvert Research and Management A
Calvert Research and Management A (USD)
Calvert Research and Management AH (USD)
Calvert Research and Management B
Calvert Research and Management BH (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 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 Z
Calvert Research and Management A
Calvert Research and Management A (EUR)
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 Z
Calvert Research and Management A
Calvert Research and Management A (EUR)
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 Z
Calvert Research and Management A
Calvert Research and Management A (EUR)
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 Z
Counterpoint Global A
Counterpoint Global I
Counterpoint Global Z
Global Opportunity Team A
Global Opportunity Team AH (USD)
Global Opportunity Team AR
Global Opportunity Team B
Global Opportunity Team BR
Global Opportunity Team C
Global Opportunity Team CR
Global Opportunity Team I
Global Opportunity Team I (USD)
Global Opportunity Team IH (USD)
Global Opportunity Team N
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 BHR (EUR)
International Equity Team BR
International Equity Team CHR (EUR)
International Equity Team CR
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 B
International Equity Team BH (EUR)
International Equity Team BHX (EUR)
International Equity Team BX
International Equity Team C
International Equity Team CH (EUR)
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 IH (CHF)
International Equity Team IH (EUR)
International Equity Team IX
International Equity Team N
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 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 Z
Counterpoint Global A
Counterpoint Global A (EUR)
Counterpoint Global AH (EUR)
Counterpoint Global B
Counterpoint Global BH (EUR)
Counterpoint Global C
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 B
Global Opportunity Team BH (EUR)
Global Opportunity Team C
Global Opportunity Team CH (EUR)
Global Opportunity Team I
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 ZH3 (BRL)
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 B
International Equity Team BH (EUR)
International Equity Team C
International Equity Team CH (EUR)
International Equity Team I
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 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 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 A
International Equity Team C
International Equity Team I
International Equity Team Z
Mitsubishi UFJ Asset Management (UK) Ltd A
Mitsubishi UFJ Asset Management (UK) Ltd AH (USD)
Mitsubishi UFJ Asset Management (UK) Ltd B
Mitsubishi UFJ Asset Management (UK) Ltd C
Mitsubishi UFJ Asset Management (UK) Ltd I
Mitsubishi UFJ Asset Management (UK) Ltd Z
Mitsubishi UFJ Asset Management (UK) Ltd ZH (EUR)
Mitsubishi UFJ Asset Management (UK) Ltd A
Mitsubishi UFJ Asset Management (UK) Ltd I
Mitsubishi UFJ Asset Management (UK) Ltd Z
Emerging Markets Equity Team A
Emerging Markets Equity Team I
Emerging Markets Equity Team Z
Counterpoint Global A
Counterpoint Global A (EUR)
Counterpoint Global AH (EUR)
Counterpoint Global B
Counterpoint Global BH (EUR)
Counterpoint Global C
Counterpoint Global CH (EUR)
Counterpoint Global I
Counterpoint Global IH (EUR)
Counterpoint Global IH (GBP)
Counterpoint Global N
Counterpoint Global NH (EUR)
Counterpoint Global Z
Counterpoint Global Z (EUR)
Counterpoint Global ZH (EUR)
Counterpoint Global ZH (GBP)
Counterpoint Global ZH3 (BRL)
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 B
Counterpoint Global BH (EUR)
Counterpoint Global C
Counterpoint Global CH (EUR)
Counterpoint Global F
Counterpoint Global I
Counterpoint Global IH (EUR)
Counterpoint Global IX
Counterpoint Global N
Counterpoint Global NH (EUR)
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
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 Team A
Global Opportunity Team A (EUR)
Global Opportunity Team AH (EUR)
Global Opportunity Team B
Global Opportunity Team BH (EUR)
Global Opportunity Team C
Global Opportunity Team CH (EUR)
Global Opportunity Team F
Global Opportunity Team I
Global Opportunity Team IH (EUR)
Global Opportunity Team IH (GBP)
Global Opportunity Team J
Global Opportunity Team J (GBP)
Global Opportunity Team JH (GBP)
Global Opportunity Team N
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)
Global Opportunity Team ZH3 (BRL)
Emerging Markets Equity Team A
Emerging Markets Equity Team AH (EUR)
Emerging Markets Equity Team B
Emerging Markets Equity Team BH (EUR)
Emerging Markets Equity Team C
Emerging Markets Equity Team CH (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 B
Emerging Markets Equity Team BH (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 N
Emerging Markets Equity Team Z
Emerging Markets Equity Team ZH (EUR)
Emerging Markets Equity Team ZH (GBP)
Emerging Markets Equity Team ZH3 (BRL)
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
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
Emerging Markets Equity Team A
Emerging Markets Equity Team AX
Emerging Markets Equity Team B
Emerging Markets Equity Team C
Emerging Markets Equity Team I
Emerging Markets Equity Team Z
Emerging Markets Equity Team A
Emerging Markets Equity Team B
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
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 Z
Broad Markets Fixed Income Team A
Broad Markets Fixed Income Team A (EUR)
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 AX (EUR)
Broad Markets Fixed Income Team B
Broad Markets Fixed Income Team BH (EUR)
Broad Markets Fixed Income Team BHX (EUR)
Broad Markets Fixed Income Team BX
Broad Markets Fixed Income Team C
Broad Markets Fixed Income Team CH (EUR)
Broad Markets Fixed Income Team CHX (EUR)
Broad Markets Fixed Income Team CX
Broad Markets Fixed Income Team I
Broad Markets Fixed Income Team IH (EUR)
Broad Markets Fixed Income Team N
Broad Markets Fixed Income Team SHX (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 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 B
Emerging Markets Debt Team BH (EUR)
Emerging Markets Debt Team BHX (EUR)
Emerging Markets Debt Team BX
Emerging Markets Debt Team C
Emerging Markets Debt Team CH (EUR)
Emerging Markets Debt Team CHX (EUR)
Emerging Markets Debt Team CX
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 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 B
Emerging Markets Debt Team BH (EUR)
Emerging Markets Debt Team BHX (EUR)
Emerging Markets Debt Team BX
Emerging Markets Debt Team C
Emerging Markets Debt Team CH (EUR)
Emerging Markets Debt Team CHX (EUR)
Emerging Markets Debt Team CX
Emerging Markets Debt Team I
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 B
Emerging Markets Debt Team BH (EUR)
Emerging Markets Debt Team BHR (EUR)
Emerging Markets Debt Team C
Emerging Markets Debt Team CH (EUR)
Emerging Markets Debt Team CHR (EUR)
Emerging Markets Debt Team I
Emerging Markets Debt Team IH (EUR)
Emerging Markets Debt Team Z
Emerging Markets Debt Team ZH (EUR)
Broad Markets Fixed Income Team A
Broad Markets Fixed Income Team B
Broad Markets Fixed Income Team C
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 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 B
Broad Markets Fixed Income Team BX
Broad Markets Fixed Income Team C
Broad Markets Fixed Income Team CX
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 N
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 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 C
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 AX
Broad Markets Fixed Income Team B
Broad Markets Fixed Income Team BX
Broad Markets Fixed Income Team C
Broad Markets Fixed Income Team CX
Broad Markets Fixed Income Team I
Broad Markets Fixed Income Team N
Broad Markets Fixed Income Team Z
Broad Markets Fixed Income Team A