Morgan Stanley Investment Funds - US Advantage Fund I

Performance History31/07/2020
Growth of 1,000 (GBP) Advanced Graph
Morgan Stanley Investment Funds - US Advantage Fund I
Fund22.020.78.021.646.6
+/-Cat-0.34.85.7-5.630.9
+/-B’mrk-5.71.73.4-9.527.2
 
Key Stats
NAV
11/08/2020
 USD 158.44
Day Change -1.19%
Morningstar Category™ US Large-Cap Growth Equity
ISIN LU0225741247
Fund Size (Mil)
11/08/2020
 USD 12288.55
Share Class Size (Mil)
11/08/2020
 USD 1363.37
Max Initial Charge 3.00%
Ongoing Charge
06/07/2020
  0.89%
Morningstar Research
Analyst Report

An established and insightful team drives MS INVF US Advantage’s Morningstar Analyst Rating of Silver for its cheapest share classes, while more expensive ones get Bronze or Neutral. Dennis Lynch’s Counterpoint Global team sets the strategy...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleHigh
ParentAverage
ProcessAbove Average
Performance
Price
Investment Objective: Morgan Stanley Investment Funds - US Advantage Fund I
The US Advantage Fund’s investment objective is to seek long-term capital appreciation, measured in US Dollars, by investing primarily in securities issued by US companies and on an ancillary basis in securities issued by companies that are not from the US. An issuer may be considered to be from a particular country (including the US) or geographic region if (i) its principal securities trading market is in that country or geographic region; (ii) alone or on a consolidated basis it derives 50% or more of its annual revenue from goods produced, sales made or services performed in that country or geographic region; or (iii) it is organized under the laws of, or has a principal office in, that country or geographic region.
Returns
Trailing Returns (GBP)11/08/2020
YTD45.16
3 Years Annualised27.64
5 Years Annualised24.57
10 Years Annualised21.26
12 Month Yield 0.00
Management
Manager Name
Start Date
Dennis Lynch
22/06/2009
Alexander Norton
22/06/2009
Click here to see others
Inception Date
01/12/2005
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
S&P 500 TR USDRussell 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 Investment Funds - US Advantage Fund I30/06/2020
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock97.000.0097.00
Bond0.000.000.00
Property0.000.000.00
Cash0.040.66-0.62
Other3.620.003.62
Top 5 Regions%
United States89.06
Canada8.81
Eurozone2.12
Latin America0.00
United Kingdom0.00
Top 5 Sectors%
Technology36.93
Communication Services24.89
Healthcare14.97
Consumer Cyclical11.68
Basic Materials4.51
Top 5 HoldingsSector%
Shopify Inc ATechnologyTechnology8.55
Amazon.com IncConsumer CyclicalConsumer Cyclical6.75
Spotify Technology SACommunication ServicesCommunication Services6.55
Square Inc ATechnologyTechnology5.23
Veeva Systems Inc Class AHealthcareHealthcare5.11
Morgan Stanley Investment Funds - US Advantage Fund I

Related

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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