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Morgan Stanley Funds (UK) US Advantage Fund F (acc)- Portfolio Hedged (Restricted Fund)

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Morgan Stanley Investment Management Ltd
Fund Summary The fund aims to grow your investment over 3 to 5 years. At least 80% of the fund's investments will be in company shares.
SEDOL code BK0WFW2
ISIN GB00BK0WFW21
Fund code MSUFA
Managers Alexander Norton, Jason Yeung, Armistead Nash, Dennis Lynch, David Cohen, Sandeep (Sam) Chainani
Manager Tenure 4 years
Morningstar Category Other Equity
IMA Sector North America
Fund Size £314 million
Fund Type OEIC
Management Style Active
Ongoing Charge Figure (OCF) 0.55%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £8.9527
Buy Price £8.9527
Price Change +5.6678%
Price Date 27th March 2020
Yield Currently unavailable
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 20th January 2020
Fund Status OPEN
Alexander Norton is an investor for the Counterpoint Global team. He joined Morgan Stanley in 2000 and has 24 years of investment experience. Prior to joining the firm, Alex was an associate in equity derivative sales and later an associate in equity research at Donaldson, Lufkin & Jenrette. Previously, he was a bond broker with Cantor Fitzgerald. Alex received a B.A. in history from the University of Pennsylvania and an M.B.A. in finance from Columbia Business School.

3-year Mean Monthly Return: Currently unavailable

Annual Returns Currently Unavailable
Benchmark Performance
(Other Equity)
Currently Unavailable
Time Period Cumulative Benchmark Performance
(Other Equity)
Fund Compared to Benchmark
1 day 5.67% Currently unavailable Currently unavailable
1 week 4.94% Currently unavailable Currently unavailable
1 month -11.41% Currently unavailable Currently unavailable
3 months -10.67% Currently unavailable Currently unavailable
6 months Currently unavailable Currently unavailable Currently unavailable
1 year Currently unavailable Currently unavailable Currently unavailable
3 years Currently unavailable Currently unavailable Currently unavailable
5 years Currently unavailable Currently unavailable Currently unavailable
10 years Currently unavailable Currently unavailable Currently unavailable
YTD -9.62% Currently unavailable Currently unavailable
Since inception -10.47% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
Amazon.com Inc USA 6.22%
ServiceNow Inc USA 5.75%
Ecolab Inc USA 4.76%
Intuitive Surgical Inc USA 4.76%
Workday Inc Class A USA 4.75%
Shopify Inc A CAN 4.56%
Twitter Inc USA 3.82%
Veeva Systems Inc Class A USA 3.50%
Spotify Technology SA USA 3.19%
The Walt Disney Co USA 2.85%

Currently unavailable