Morgan Stanley US Advantage I GBP Acc

Ranked 17 out of 279 in - US over 12 months
All calculations are in GBP unless stated

Managed by

Sam Chainani

David Cohen

Dennis P. Lynch

Dennis P Lynch has over 14 years of investment experience and successfully navigated growth equity portfolios through the bull market of the late 1990s and the bear market of 2000-2002. Dennis joined Morgan Stanley in 1997 and became head of US growth portfolio management in New York for all capitalisation segments in 2004. Amongst others, he currently manages the Morgan Stanley US Small Cap Growth Fund and the Morgan Stanley US Equity Growth Fund.

Objective

The US Advantage Funds investment objective is to seek long term capital appreciation. The Fund will seek to achieve its investment objective by investing primarily (meaning not less than 80% of the value of the Scheme Property of the Fund) in securities issued by US companies. A company will be considered a US company eligible for the Fund by the Investment Manager if principal securities trading market is in the US, it derives 50% or more of its total annual revenue from goods produced, sales made and/or services performed in the US.

Showing fund performance in United Kingdom View performance globally

Performance

US over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 14.3%
2018 5.9% -1.7% 16.3% 6.5% -13.0%
2017 19.0% 6.4% 2.3% 0.0% 9.3%
2016 3.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date15/09/2016
  • Share Class size13Mn
  • Base currencyGBP
  • ISIN GB00BZ4CG750

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment0

Charges

  • Annual management0.70%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).