Morgan Stanley Funds (UK) - US Advantage Fund F Hedged Accumulation GBPRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 70.0 | -5.4 | -56.2 | 45.4 | 7.8 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 22/04/2024 | GBP 9.80 | |
Day Change | -0.06% | |
Morningstar Category™ | Other Equity | |
IA (formerly IMA) Sector | North America | |
ISIN | GB00BK0WFW21 | |
Fund Size (Mil) 22/04/2024 | GBP 76.14 | |
Share Class Size (Mil) 22/04/2024 | GBP 6.47 | |
Max Initial Charge | - | |
Ongoing Charge 19/02/2024 | 0.55% |
Investment Objective: Morgan Stanley Funds (UK) - US Advantage Fund F 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 | |||||||||||||
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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 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
S&P 500 TR GBP | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Morgan Stanley Funds (UK) - US Advantage Fund F Hedged Accumulation GBP | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Cloudflare Inc | Technology | 8.73 |
Uber Technologies Inc | Technology | 7.33 |
Shopify Inc Registered Shs -A- S... | Technology | 6.96 |
DoorDash Inc Ordinary Shares - C... | Communication Services | 6.14 |
Snowflake Inc Ordinary Shares - ... | Technology | 5.97 |
Increase Decrease New since last portfolio | ||
Morgan Stanley Funds (UK) - US Advantage Fund F Hedged Accumulation GBP |