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Morgan Stanley US Advantage A USD

Ranked 175 out of 1517 in - North America over 60 months
All calculations are in USD

Objective

The investment objective is to seek long term capital appreciation, measured in USD, 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. The Fund will invest in equity securities of established large-capitalization companies. The investment process will emphasize a bottom-up stock selection process, seeking attractive investments on an individual company basis. The selection of securities for investment will be driven by a search for large-capitalization companies with strong name recognition and sustainable competitive advantages.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

North America over : 31/07/2010 - 31/07/2015

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 5.9% 0.0%
2014 8.0% -0.7% 2.4% 1.0% 5.1%
2013 35.2% 7.8% 2.4% 10.4% 10.9%
2012 12.9% 16.0% -4.8% 3.4% -1.1%
2011 2.9% 3.5% 2.7% -9.9% 7.5%
2010 18.2% 5.7% -8.8% 12.2% 9.3%
2009 32.8% -11.3% 17.3% 16.9% 9.2%
2008 -28.0% -4.5% -8.5% 1.3% -18.7%
2007 -4.2% 1.1% 2.9% -4.1% -4.0%
2006 15.4% 3.2% 0.6% 5.5% 5.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/08/2014

Top 10 Holdings

Stock Size
Amazon.com Inc ORD 8.28
Facebook Inc ORD 8.17
Twitter Inc ORD 4.72
Google Inc CL C ORD 4.62
Mead Johnson Nutrition Co ORD 3.85
Apple Inc ORD 3.67
LinkedIn Corp ORD 3.64
Starbucks Corp ORD 3.48
Valeant Pharmaceuticals International Inc ORD 3.25
McGraw Hill Financial Inc ORD 3.06
28/02/2015

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Hong Kong
  9. Ireland
  10. Italy
  11. Luxembourg
  12. Netherlands
  13. Norway
  14. Portugal
  15. Singapore
  16. Spain
  17. Sweden
  18. Switzerland
  19. Taiwan
  20. United Kingdom

Fund Info

  • Launch date01/12/2005
  • Share Class size1,472Mn
  • Base currencyUSD
  • ISIN LU0225737302

Purchase Info

  • Min. initial investment0
  • Min. additional investment0

Charges

  • Annual management1.4%

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