Morgan Stanley Funds (UK) - US Advantage Fund I Accumulation GBPRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 68.1 | -3.8 | -49.4 | 38.3 | 0.0 |
![]() | +/-Cat | 37.0 | -25.7 | -27.9 | 11.6 | -15.5 |
![]() | +/-B’mrk | 36.2 | -31.1 | -26.1 | 6.3 | -21.4 |
Category: US Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar US LM Brd Growt... |
Key Stats | ||
NAV 15/07/2024 | GBP 18.69 | |
Day Change | 2.01% | |
Morningstar Category™ | US Large-Cap Growth Equity | |
IA (formerly IMA) Sector | North America | |
ISIN | GB00BZ4CG750 | |
Fund Size (Mil) 15/07/2024 | GBP 64.97 | |
Share Class Size (Mil) 15/07/2024 | GBP 35.38 | |
Max Initial Charge | - | |
Ongoing Charge 19/02/2024 | 0.85% |
Morningstar Research |
Analyst Report | 06/03/2024 Robby Greengold, Strategist Morningstar, Inc |
The strategy, which includes Luxembourg-domiciled MS INVF US Advantage and UK-domiciled Morgan Stanley US Advantage, can overcome its weaknesses. Its Morningstar Analyst Rating ranges from Gold to Neutral, depending on share class cost. The... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 25 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Morgan Stanley Funds (UK) - US Advantage Fund I Accumulation GBP |
The Fund’s aim is to grow investor's investment over 3 – 5 years. The Fund invests at least 80% of its assets in securities issued by US companies. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Alexander Norton 16/09/2016 | ||
Jason Yeung 16/09/2016 | ||
Click here to see others | ||
Inception Date 16/09/2016 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
S&P 500 TR GBP | Morningstar US LM Brd Growth NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Morgan Stanley Funds (UK) - US Advantage Fund I Accumulation GBP | 31/05/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 7.71 |
![]() | ![]() | 7.49 |
![]() | ![]() | 6.59 |
![]() | ![]() | 5.38 |
![]() | ![]() | 5.27 |
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Morgan Stanley Funds (UK) - US Advantage Fund I Accumulation GBP |