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

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Performance History30/04/2021
Growth of 1,000 (GBP) Advanced Graph
Morgan Stanley Funds (UK) - US Advantage Fund F Accumulation GBP
Fund19.26.222.368.6-0.1
+/-Cat3.33.8-4.937.5-7.6
+/-B’mrk0.31.6-8.834.4-6.5
 
Key Stats
NAV
12/05/2021
 GBP 23.55
Day Change 1.64%
Morningstar Category™ US Large-Cap Growth Equity
IA (formerly IMA) Sector North America
ISIN GB00BYYDFT68
Fund Size (Mil)
12/05/2021
 GBP 792.52
Share Class Size (Mil)
12/05/2021
 GBP 478.86
Max Initial Charge -
Ongoing Charge
18/02/2021
  0.55%
Morningstar Research
Analyst Report

Morgan Stanley US Advantage’s strong foundation supports its Morningstar Analyst Rating of Gold for its F share class, while the more expensive I share class is rated Silver. This eclectic strategy’s edge starts with its best-in-class investment...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleHigh
ParentAverage
ProcessAbove Average
Performance
Price
Investment Objective: Morgan Stanley Funds (UK) - US Advantage Fund F Accumulation GBP
The US Advantage Fund’s aim is to grow your investment over 3 – 5 years.The Fund invests at least 80% of its assets in securities issued by US companies.
Returns
Trailing Returns (GBP)12/05/2021
YTD-8.90
3 Years Annualised22.16
5 Years Annualised-
10 Years Annualised-
12 Month Yield 0.00
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 Growth 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 GBP31/03/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock87.180.0087.18
Bond0.000.000.00
Property0.000.000.00
Cash13.100.0713.03
Other0.000.20-0.20
Top 5 Regions%
United States89.53
Canada5.08
Eurozone3.67
United Kingdom1.73
Latin America0.00
Top 5 Sectors%
Communication Services29.43
Technology28.56
Healthcare14.79
Consumer Cyclical11.42
Basic Materials5.49
Top 5 HoldingsSector%
Twitter IncCommunication ServicesCommunication Services5.79
Amazon.com IncConsumer CyclicalConsumer Cyclical4.92
Square Inc ATechnologyTechnology4.71
Intuitive Surgical IncHealthcareHealthcare4.59
Shopify Inc ATechnologyTechnology4.43
Morgan Stanley Funds (UK) - US Advantage Fund F Accumulation GBP

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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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