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Morgan Stanley US Advantage ZX GBP

Ranked 3 out of 154 in - North America over 12 months
All calculations are in GBP


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.


North America over : 31/10/2014 - 31/10/2015

Total Return

Quarterly Performance

to 30/09/2015 Annual Q1 Q2 Q3 Q4
2015 11.7% -5.2% -1.8%
2014 7.0% 9.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. Ireland
  3. Luxembourg
  4. Netherlands
  5. Switzerland
  6. United Kingdom

Fund Info

  • Launch date04/06/2014
  • Base currencyGBP

Purchase Info

  • Min. initial investment0
  • Min. additional investment0


  • Annual management0.70%

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