Morgan Stanley Investment Funds US Advantage Fund A Hedged USD (MSJR)

Overview

Morgan Stanley Investment Funds US Advantage Fund is a dynamic, actively managed equity fund specifically designed to achieve long-term capital appreciation. The fund primarily invests in large-cap U.S. companies that possess sustainable competitive advantages, robust balance sheets, and promising risk-reward profiles. Maintaining a concentrated portfolio of about 24 holdings allows the fund to have significant flexibility to deviate from standard benchmark compositions. This approach leads to an investment strategy that is heavily skewed towards sectors such as technology, consumer cyclical, and communication services, embodying a growth-oriented investment philosophy.

The fund aims to identify businesses that demonstrate above-average visibility in operations and the capacity to utilize capital at high rates of return. Managed by the expert investment team at Counterpoint Global, the fund is structured as a Luxembourg SICAV and is classified as an Article 8 product in accordance with sustainable finance regulations. This classification highlights the fund’s commitment to incorporating environmental and social characteristics into its investment decision-making processes. Additionally, to cater to international investors looking for exposure to U.S. equities while minimizing currency volatility, the fund offers a USD-hedged share class.

Products and Services

• Actively Managed Equity Fund

  The core offering of the Morgan Stanley Investment Funds US Advantage Fund is its actively managed equity fund that focuses on large-cap U.S. companies. This fund is designed for investors who are looking for capital appreciation over the long term, leveraging the expertise of seasoned managers who actively select investments based on rigorous analysis.

• Concentrated Portfolio

  The fund maintains a concentrated portfolio consisting of approximately 24 holdings. This focused approach allows the fund to invest more deeply in selected companies, ensuring that its strategy is both agile and capable of diverging from traditional benchmark allocations.

• Sector Allocation Strategy

  Emphasizing sectors such as technology, consumer cyclical, and communication services, the fund reflects a growth-oriented investment perspective. This strategic sector allocation aims to capture growth opportunities in industries that are expected to outperform the broader market.

• Sustainable Investment Approach

  As a Luxembourg SICAV and an Article 8 product under sustainable finance regulations, the fund integrates environmental and social characteristics into its investment process. This commitment not only helps to align with responsible investing principles but also appeals to investors who prioritize sustainability in their portfolios.

• USD-Hedged Share Class

  For investors outside the U.S. looking for exposure to U.S. equities, the fund offers a USD-hedged share class. This option is specifically designed to help mitigate currency fluctuations, providing international investors with a more stable investment experience.