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

Performance History31/08/2020
Growth of 1,000 (GBP) Advanced Graph
Morgan Stanley Funds (UK) - US Advantage Fund F Accumulation GBP
Fund-19.26.222.349.5
+/-Cat-3.33.8-4.926.5
+/-B’mrk-0.31.6-8.820.5
 
Key Stats
NAV
18/09/2020
 GBP 21.89
Day Change -0.35%
Morningstar Category™ US Large-Cap Growth Equity
IA (formerly IMA) Sector North America
ISIN GB00BYYDFT68
Fund Size (Mil)
18/09/2020
 GBP 891.94
Share Class Size (Mil)
18/09/2020
 GBP 672.62
Max Initial Charge -
Ongoing Charge
19/02/2020
  0.55%
Morningstar Research
Analyst Report

An established and insightful team drives Morgan Stanley US Advantage’s Morningstar Analyst Rating of Gold for the F share class, while the I class gets Silver. Dennis Lynch’s Counterpoint Global team sets the strategy apart. Lynch, a former U.S....

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)18/09/2020
YTD42.84
3 Years Annualised26.89
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 GBP31/08/2020
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock95.660.0095.66
Bond0.000.000.00
Property0.000.000.00
Cash4.630.144.48
Other0.000.15-0.15
Top 5 Regions%
United States89.98
Canada8.01
Eurozone2.02
Latin America0.00
United Kingdom0.00
Top 5 Sectors%
Technology35.09
Communication Services25.78
Healthcare15.00
Consumer Cyclical12.13
Basic Materials4.26
Top 5 HoldingsSector%
Shopify Inc ATechnologyTechnology7.66
Amazon.com IncConsumer CyclicalConsumer Cyclical6.84
Square Inc ATechnologyTechnology6.24
Spotify Technology SACommunication ServicesCommunication Services5.38
Twilio Inc ACommunication ServicesCommunication Services4.92
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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