Morgan Stanley Funds (UK) - US Advantage Fund I Hedged Accumulation GBPRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 79.2 | -5.5 | -56.2 | 44.8 | -0.8 |
![]() | +/-Cat | - | - | - | - | - |
![]() | +/-B’mrk | - | - | - | - | - |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 15/07/2024 | GBP 10.79 | |
Day Change | 2.14% | |
Morningstar Category™ | Other Equity | |
IA (formerly IMA) Sector | North America | |
ISIN | GB00BK0WFX38 | |
Fund Size (Mil) 15/07/2024 | GBP 64.97 | |
Share Class Size (Mil) 15/07/2024 | GBP 1.25 | |
Max Initial Charge | - | |
Ongoing Charge 19/02/2024 | 0.85% |
Investment Objective: Morgan Stanley Funds (UK) - US Advantage Fund I Hedged 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 | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Alexander Norton 16/09/2016 | ||
Jason Yeung 16/09/2016 | ||
Click here to see others | ||
Inception Date 29/11/2019 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
S&P 500 TR GBP | - |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Morgan Stanley Funds (UK) - US Advantage Fund I Hedged Accumulation GBP | 31/05/2024 |
|
|
Top 5 Holdings | Sector | % |
![]() | ![]() | 7.71 |
![]() | ![]() | 7.49 |
![]() | ![]() | 6.59 |
![]() | ![]() | 5.38 |
![]() | ![]() | 5.27 |
![]() | ||
![]() ![]() ![]() | ||
Morgan Stanley Funds (UK) - US Advantage Fund I Hedged Accumulation GBP |