Morgan Stanley Funds (UK) - US Advantage Fund F Accumulation GBP

Performance History30/04/2019
Growth of 1,000 (GBP) Advanced Graph
Morgan Stanley Funds (UK) - US Advantage Fund F Accumulation GBP
Fund--19.26.222.1
+/-Cat--9.57.67.4
+/-B’mrk--8.15.06.3
 
Key Stats
NAV
22/05/2019
 GBP 15.47
Day Change 0.13%
Morningstar Category™ US Large-Cap Blend Equity
IA (formerly IMA) Sector North America
ISIN GB00BYYDFT68
Fund Size (Mil)
30/04/2019
 GBP 282.54
Share Class Size (Mil)
21/05/2019
 GBP 276.95
Max Initial Charge -
Ongoing Charge
15/04/2019
  0.55%
Morningstar Research
Analyst Report

Morgan Stanley US Advantage has used its tool kit well, resulting in a Morningstar Analyst Rating of Silver.Dennis Lynch has built a long-tenured team that's thoughtfully planning for the future. While no immediate departures are anticipated, the...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeoplePositive
ParentNeutral
ProcessPositive
PerformancePositive
PriceNeutral
Investment Objective: Morgan Stanley Funds (UK) - US Advantage Fund F Accumulation GBP
-
Returns
Trailing Returns (GBP)22/05/2019
YTD23.38
3 Years Annualised-
5 Years Annualised-
10 Years Annualised-
12 Month Yield 0.09
Management
Manager Name
Start Date
Alexander Norton
16/09/2016
Jason Yeung
16/09/2016
Click here to see others
Inception Date
28/11/2016
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
S&P 500 TR GBPRussell 1000 TR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeYes
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Morgan Stanley Funds (UK) - US Advantage Fund F Accumulation GBP30/04/2019
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.620.0098.62
Bond0.000.000.00
Property0.000.000.00
Cash1.410.031.38
Other0.000.000.00
Top 5 Regions%
United States89.59
Canada5.00
Eurozone3.50
Latin America1.91
United Kingdom0.00
Top 5 Sectors%
Technology42.63
Consumer Cyclical23.20
Industrials14.73
Healthcare11.35
Basic Materials4.99
Top 5 HoldingsSector%
Amazon.com IncConsumer CyclicalConsumer Cyclical8.52
ServiceNow IncTechnologyTechnology5.36
Twitter IncTechnologyTechnology5.05
The Walt Disney CoConsumer CyclicalConsumer Cyclical5.04
Ecolab IncBasic MaterialsBasic Materials4.92
Morgan Stanley Funds (UK) - US Advantage Fund F Accumulation GBP
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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