MS INVF US Growth Z USD

The US Growth Fund's investment objective is to seek long term capital appreciation, measured in US Dollars, by investing primarily in securities issued by US companies and on an ancillary basis in securities issued by companies that are not from the US. An issuer may be considered to be from a particular country (including the US) or geographic region if (i) its principal securities trading market is in that country or geographic region; (ii) alone or on a consolidated basis it derives 50% or more of its annual revenue from goods produced, sales made or services performed in that country or geographic region; or (iii) it is organized under the laws of, or has a principal office in, that country or geographic region.
The Fund may also invest on an ancillary basis, in equities of companies not meeting the above requirements, debt securities convertible into common shares, preference shares, warrants on securities and other equity linked securities.

Key stats

Management firm  Morgan Stanley Investment Funds
Fund currency  USD
Net Assets Date  2011-05-31
Net Assets  $1,191,378,754
Launch Date  2008-06-27
ISIN  LU0360477805
Manager 1 Name  Dennis Lynch
Manager 2 Name  David Cohen
Fund Strategy  US Large-Cap Growth Equity
Benchmark  Russell 1000 Growth Net 30% WH Tax TR
Fund Structure  SICAV
UCITS 3 compliant  yes

Performance/Volatility

Return Date  2011-05-31
Return - 1 Month  -1.62%
Return - 2 Months  2.60 %
Return - 3 Months  4.10%
Return - 6 Months  12.10 %
Return - 9 months  34.70 %
Return - 12 Months  32.20%
Annualized return 24 months  31.50 %
Annualized return 36 months  0.00 %
Annualized return 48 months  0.00 %
Annualized return 60 months  0.00 %
Return 120 months  0.00 %
Annualized return since Inception  5.44%
Return YTD  9.57%

Charges

Initial  1.00 %
Maximum Managment Charge  0.70 %
Exit charge  1.00 %
Performance Fee  0.00 %

Contact

Contact Address  25 Cabot Square
Contact Address 2  Canary Wharf
Contact city  London
Contact country  United Kingdom
Fund Admin Group  Morgan Stanley Investment Funds
Web Address  www.morganstanley.com
Phone  +44 207 425 8000

Price

Last Price Date  2014-10-30
Pre-tax nav  44.99
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $0.05
Price change (percentage)  0.11 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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Ratings Disclaimer

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