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Morgan Stanley Funds (UK) US Advantage Fund F (acc) (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.
Fund code MSAFA
Managers Alexander Norton, Jason Yeung, Armistead Nash, Dennis Lynch, David Cohen, Sandeep (Sam) Chainani
Manager Tenure 4 years
Morningstar Category US Large-Cap Growth Equity
IMA Sector North America
Fund Size £699 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 £19.7928
Buy Price £19.7928
Price Change +0.2686%
Price Date 3rd June 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: 1.710%

Annual Returns 2019 2018 2017
Fund Performance +5.14% +23.49% +10.20%
Benchmark Performance
(US Large-Cap Growth Equity)
+2.54% +18.07% +5.61%
Time Period Cumulative Benchmark Performance
(US Large-Cap Growth Equity)
Fund Compared to Benchmark
1 day 0.27% +11.03% -10.76%
1 week 1.41% +9.48% -8.07%
1 month 18.19% +9.52% +8.68%
3 months 20.55% +13.31% +7.24%
6 months 28.75% +23.02% +5.73%
1 year 30.14% +14.84% +15.30%
3 years 21.31% +16.02% +5.29%
5 years Currently unavailable Currently unavailable Currently unavailable
10 years Currently unavailable Currently unavailable Currently unavailable
YTD 29.13% +0.69% +28.44%
Since inception 21.45% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
Amazon.com Inc USA 7.30%
Shopify Inc A CAN 5.75%
Intuitive Surgical Inc USA 5.73%
ServiceNow Inc USA 5.63%
Veeva Systems Inc Class A USA 5.10%
Ecolab Inc USA 4.89%
Workday Inc Class A USA 4.65%
Spotify Technology SA USA 4.22%
Twitter Inc USA 3.24%
Slack Technologies Inc Class A USA 3.13%

Currently unavailable