Morgan Stanley Investment Funds - US Growth Fund ZHX GBPRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 112.4 | 1.2 | -61.9 | 47.6 | -1.2 |
![]() | +/-Cat | - | - | - | - | - |
![]() | +/-B’mrk | - | - | - | - | - |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 14/08/2024 | GBP 34.73 | |
Day Change | 0.64% | |
Morningstar Category™ | Other Equity | |
IA (formerly IMA) Sector | North America | |
ISIN | LU1800206671 | |
Fund Size (Mil) 14/08/2024 | USD 2718.56 | |
Share Class Size (Mil) 14/08/2024 | GBP 2.00 | |
Max Initial Charge | 1.00% | |
Ongoing Charge 31/03/2024 | 0.85% |
Investment Objective: Morgan Stanley Investment Funds - US Growth Fund ZHX GBP |
The Fund’s investment objective is to seek long term capital appreciation, measured in US Dollars, by investing primarily in securities issued by U.S. companies and on an ancillary basis in securities issued by companies that are not from the U.S. 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. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Alexander Norton 30/05/1999 | ||
Jason Yeung 01/01/2002 | ||
Click here to see others | ||
Inception Date 29/03/2018 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell 1000 Growth TR USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Morgan Stanley Investment Funds - US Growth Fund ZHX GBP | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 9.50 |
![]() | ![]() | 7.73 |
![]() | ![]() | 7.28 |
![]() | ![]() | 6.23 |
![]() | ![]() | 6.18 |
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Morgan Stanley Investment Funds - US Growth Fund ZHX GBP |