Resources

Morgan Stanley Investment Funds
Morgan Stanley Liquidity Funds
 
 
 
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
Regulatory Policy and Disclosure
MSIM Approved OTC Counterparty List
As Of 30-Sep-2024
MSIM Approved Spot FX Broker List
As Of 30-Sep-2024
MSIM Equity Approved Broker List
As Of 30-Sep-2024
MSIM Fixed Income Approved Broker List
As Of 30-Sep-2024
MS INVF Facilities Services
As Of 30-Aug-2024
MSIM Global Order Execution Policy
As Of 01-Aug-2024
MSIM Limited Client Assets Regulatory Disclosure
As Of 01-Apr-2022
General
MSLF Holiday Schedule
As Of 02-Jan-2023
MSLF Articles of Incorporation
As Of 20-Aug-2019
Morgan Stanley Investment Management
MSIM Fund Management (Ireland) Limited (The Company) Remuneration Policy
As Of 01-Nov-2023
Regulatory Policy and Disclosure
MSIM Global Order Execution Policy
As Of 01-Aug-2024
MSIM Limited Client Assets Regulatory Disclosure
As Of 01-Apr-2022
Morgan Stanley Investment Funds
Morgan Stanley Liquidity Funds
 
 
 
2024
MS INVF Product Notice: December 2024 – Global Infrastructure Fund - Fund Name Change and Investment Policy Change
MS INVF Product Notice: November 2024 – European Property Fund and Global Property Fund - Merger
MS INVF Product Notice: November 2024 – Calvert Sustainable Climate Transition Fund - Liquidation
MS INVF Product Notice: November 2024 – US Property Fund - Liquidation
MS INVF Product Notice: November 2024 – Asian Property Fund - Liquidation
MS INVF Product Notice: July 2024 – Euro Corporate Bond Fund - Amendment to Strategy Section
MS INVF Product Notice: July 2024 – Emerging Markets Fixed Income Opportunities Fund - Amendment to Risk Monitoring Approach
MS INVF Product Notice: July 2024 – Calvert Sustainable Global Green Bond Fund - Amendment to Strategy Section
MS INVF Product Notice: July 2024 – Sustainable Euro Corporate Bond Fund - Amendment to Strategy Section
MS INVF Product Notice: July 2024 – Sub Funds - Amendment to Recommended Holding Periods
MS INVF Product Notice: July 2024 – Global Macro Fund - Amendment to Investment Policy and Recommended Holding Periods
MS INVF Product Notice: June 2024 – Release of New Prospectus Format
MS INVF Product Notice: May 2024 – Emerging Markets Domestic Debt Fund and Emerging Markets Local Income Fund - Merger
Restriction Screening Policy for Counterpoint Global and Global Opportunity
2023
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
2024
MS Liquidity Funds Shareholder Notice: November 2024
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
Commodities
A
I
Z
Emerging Markets Debt
Emerging Markets Debt Team A
Emerging Markets Debt Team AH (EUR)
Emerging Markets Debt Team AHX (EUR)
Emerging Markets Debt Team AR
Emerging Markets Debt Team AX
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 I
Emerging Markets Debt Team Z
Emerging Markets Debt Team ZH (EUR)
Emerging Markets Debt Team A
Emerging Markets Debt Team I
Emerging Markets Debt Team J
Emerging Markets Debt Team JR
Emerging Markets Debt Team Z
Emerging Markets Debt Team ZR
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
Emerging Markets Debt Team A
Emerging Markets Debt Team AH (EUR)
Emerging Markets Debt Team AHR (EUR)
Emerging Markets Debt Team AR
Emerging Markets Debt Team I
Emerging Markets Debt Team Z
Emerging Markets Debt Team ZH (EUR)
Emerging Markets Equity
Global Opportunity A
Global Opportunity I
Global Opportunity J
Global Opportunity N
Global Opportunity 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
Emerging Markets Equity Team A
Emerging Markets Equity Team I
Emerging Markets Equity Team Z
Global Opportunity A
Global Opportunity J
Global Opportunity Z
Emerging Markets Equity Team A
Emerging Markets Equity Team I
Emerging Markets Equity Team IH (EUR)
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
Emerging Markets Equity Team A
Emerging Markets Equity Team I
Emerging Markets Equity Team Z
Global Equity
A
I
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
International Equity Team A
International Equity Team AR
International Equity Team IR
International Equity Team Z
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 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 Z
International Equity Team ZH (EUR)
International Equity Team ZH (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 I
Counterpoint Global Z
Counterpoint Global A
Counterpoint Global I
Counterpoint Global Z
Global Opportunity A
Global Opportunity AH (EUR)
Global Opportunity I
Global Opportunity N
Global Opportunity Z
Global Opportunity ZH (EUR)
Global Opportunity ZH (SEK)
Counterpoint Global A
Counterpoint Global Z
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 ZX
International Equity Team A
International Equity Team AH (CHF)
International Equity Team Z
Global Listed Real Assets
Global Listed Real Assets Team A
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 Z
Global Listed Real Assets Team ZH (EUR)
Global Listed Real Assets Team A
Global Listed Real Assets Team AH (EUR)
Global Listed Real Assets Team AX
Global Listed Real Assets Team I
Global Listed Real Assets Team Z
International Equity
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
Global Opportunity A
Global Opportunity I
Global Opportunity Z
International Equity Team A
International Equity Team I
International Equity Team Z
Japanese Equity Team A
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
Investment Grade Credit
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 AX
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 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 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 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
Leveraged Credit
High Yield Team A
High Yield Team I
High Yield Team Z
High Yield Team A
High Yield Team AX
High Yield Team I
High Yield Team Z
High Yield Team A
High Yield Team AH (EUR)
High Yield Team I
High Yield Team IH (EUR)
High Yield Team Z
High Yield Team ZH (EUR)
High Yield Team ZHX (EUR)
High Yield Team A
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 A
High Yield Team AR
High Yield Team AX
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 I
High Yield Team IM
High Yield Team Z
High Yield Team ZH (EUR)
High Yield Team A
High Yield Team AR
High Yield Team AX
High Yield Team I
High Yield Team Z
Multi-Asset
Portfolio Solutions Group A
Portfolio Solutions Group Z
Portfolio Solutions Group A
Portfolio Solutions Group Z
Portfolio Solutions Group A
Portfolio Solutions Group AR
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 I
Portfolio Solutions Group Z
Portfolio Solutions Group ZH (GBP)
Portfolio Solutions Group A
Portfolio Solutions Group I
Portfolio Solutions Group Z
Multi-Sector
Broad Markets Fixed Income Team A
Broad Markets Fixed Income Team I
Broad Markets Fixed Income Team Z
Calvert Research and Management A
Calvert Research and Management AH2 (EUR)
Calvert Research and Management C
Calvert Research and Management CH (EUR)
Calvert Research and Management CH2 (EUR)
Calvert Research and Management I
Calvert Research and Management Z
Broad Markets Fixed Income Team A
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 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 A
Broad Markets Fixed Income Team AH (EUR)
Broad Markets Fixed Income Team AH2 (USD)
Broad Markets Fixed Income Team AH2X (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 IH2 (USD)
Broad Markets Fixed Income Team Z
Broad Markets Fixed Income Team ZH (EUR)
Broad Markets Fixed Income Team ZH1 (EUR)
Broad Markets Fixed Income Team ZH2 (EUR)
Broad Markets Fixed Income Team ZH2 (USD)
Broad Markets Fixed Income Team A
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 IR
Broad Markets Fixed Income Team IX
Broad Markets Fixed Income Team Z
Securitized
Mortgage & Securitized Team A
Mortgage & Securitized Team I
Mortgage & Securitized Team Z
Mortgage & Securitized Team A
Mortgage & Securitized Team JX
Mortgage & Securitized Team A
Mortgage & Securitized Team AH (SEK)
Mortgage & Securitized Team AR
Mortgage & Securitized Team I
Mortgage & Securitized Team Z
Mortgage & Securitized Team ZH (EUR)
Mortgage & Securitized Team ZH (SEK)
US Equity
International Equity Team A
International Equity Team I
International Equity 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
Atlanta Capital Management A
Atlanta Capital Management I
Atlanta Capital Management 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 Z
Counterpoint Global ZH (EUR)
Applied Equity Advisors Team A
Applied Equity Advisors Team I
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 Z
Counterpoint Global ZH (EUR)
Counterpoint Global ZX
Counterpoint Global A
Counterpoint Global I
Counterpoint Global Z
A
AH (EUR)
AH (GBP)
C
I
IH (EUR)
Z
 
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IN X IN ACC D X
 
 
 
Funds
 
FUND NAME
INVESTMENT TEAM
SHARE CLASS
Fund Information
 
FACTSHEET
MARKET INSIGHT
DAILY & WEEKLY LIQUID ASSETS
WEEKLY HOLDINGS
MONTHLY HOLDINGS
Key Investor Information (KID)
 
Key Investor Information (KID)
Liquidity
Global Liquidity Team Institutional Distributing
Global Liquidity Team Institutional Accumulating
Global Liquidity Team Institutional Distributing
Global Liquidity Team Institutional Accumulating
Global Liquidity Team Institutional Accumulation D
Global Liquidity Team Institutional (T+1) Accumulating
Global Liquidity Team Institutional Select Distributing
Global Liquidity Team Institutional Premier
Global Liquidity Team Institutional Premier Accumulation
Global Liquidity Team Qualified Accumulation D
Global Liquidity Team Qualified Distributing
Global Liquidity Team MS Reserve Distributing
Global Liquidity Team Institutional Distributing
Global Liquidity Team Institutional Accumulating
Global Liquidity Team Institutional Plus Distributing
Global Liquidity Team Institutional Plus Accumulation
Global Liquidity Team Institutional (T+1) Accumulating
Global Liquidity Team Qualified Distributing
Global Liquidity Team Advisory Distributing
Global Liquidity Team Capital Distributing
Global Liquidity Team Institutional Distributing
Global Liquidity Team Institutional Accumulating
Global Liquidity Team Institutional Select Distributing
Global Liquidity Team NR Distributing
Global Liquidity Team NR Accumulation
Global Liquidity Team Qualified Accumulating
Global Liquidity Team Qualified Distributing
Global Liquidity Team Advisory Distributing
Global Liquidity Team Capital Distributing
Global Liquidity Team Institutional Distributing
Global Liquidity Team Institutional Accumulating
Global Liquidity Team Institutional Select Distributing
Global Liquidity Team LF Distributing
Global Liquidity Team NR Distributing
Global Liquidity Team Institutional Distributing
Global Liquidity Team Qualified Accumulating
Global Liquidity Team Qualified Distributing
Global Liquidity Team Qualified A Distributing
Global Liquidity Team Qualified A Accumulating
 
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Morgan Stanley Investment Funds
Morgan Stanley Liquidity Funds
 
Financial Report
MS INVF Dividend Distribution Report
As Of 30-Sep-2024
MS INVF Semi-Annual Report
As Of 30-Jun-2024
MS INVF Annual Report
As Of 31-Dec-2023
Prospectus
MS INVF Sub-Adviser List
As Of 23-Aug-2024
MS INVF Prospectus
As Of 11-Jul-2024
 
Financial Report
MSLF Annual Report
As Of 31-Mar-2024
MSLF Semi-Annual Report
As Of 30-Sep-2023
Prospectus
MSLF Prospectus
As Of 21-Dec-2023
Morgan Stanley Investment Funds
Morgan Stanley Liquidity Funds
 
 
 
Forms And Applications
MS INVF Application Form
As Of 28-Jun-2024
MS INVF Application e-Form
As Of 28-Jun-2024
MS INVF Trading Form
As Of 05-Jun-2024
MS INVF Trading e-Form
As Of 05-Jun-2024
Forms And Applications
MSLF Application Form (Institutional Share Class)
As Of 30-Sep-2024
MSLF Application e-Form (Institutional Share Class)
As Of 30-Sep-2024
MSLF Application e-Form (Multi Share Class)
As Of 30-Sep-2024

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