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Morgan Stanley US Advantage A USD

Ranked 5 out of 245 in - North America over 12 months
All calculations are in GBP unless stated

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 in United Kingdom View performance globally

Performance

North America over : 31/12/2014 - 31/12/2015

Total Return

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
2015 17.1% 11.3% -5.6% -1.2% 12.8%
2014 14.8% -1.3% -0.2% 6.5% 9.3%
2013 32.7% 15.4% 2.5% 3.4% 8.4%
2012 8.0% 12.8% -3.0% 0.5% -1.8%
2011 3.7% 1.1% 2.5% -7.1% 7.8%
2010 21.9% 12.5% -7.5% 6.6% 10.0%
2009 18.3% -11.0% 2.1% 20.4% 8.1%
2008 -0.4% -4.3% -8.6% 13.1% 0.8%
2007 -5.8% 0.9% 0.6% -5.5% -1.7%
2006 1.2% 2.2% -5.7% 4.5% 0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date01/12/2005
  • Share Class size1,636Mn
  • Base currencyUSD
  • ISIN LU0225737302

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.40%

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