Curioso, sí. Además porque coincide que se empieza a desviar con un cambio de política de inversión el 31 de julio. Una vez leído el documento en cuestión que cuelgan en R4, lo cierto es que me pierdo en qué pueda afectar, pero creo poco en las casualidades... dice esto:
The Board has decided to include mortgage backed securities as part of fixed income securities to standardise the existing instruments. As a result, the following changes are be made to the Prospectus:
- The definition of “Fixed Income Securities” within the section “Definitions” has been updated to include such instrument.
- An additional risk factor regarding “Uniform Mortgage-Backed Securities” has been inserted under section 1.5 “Risk Factors”.
- The clarification has been made in the investment policy of Morgan Stanley Investment Funds Global Bond Fund (the “Global Bond Fund”).
Y luego más cambios específicos a varios fondos, incluido este, que dice:
The Board has resolved to clarify that the investment process of each of the following Funds takes into account ESG (environmental, social and governance) factors when making investment decisions. Each Fund was already managed in such a way that it takes into account ESG factors. There is no change to the way in which the above-mentioned Funds are managed or their risk profiles. The investment policies of the above-mentioned Funds are clarified only to provide transparency for all investors in such Funds
Esto tampoco parece que suponga un cambio más allá que ahora lo mencionan, aunque ya lo hacían.
Pero lo dicho es cambiar estrategias, y desviarse el fondo... cuanto menos, curioso. EL MS US Advantage, con cartera muy similar al Growth, evidentemente sigue la misma línea para abajo en los últimos meses.
Si no es por cambios en política de inversión raros,,estaré atento para entrar.
Saludos
