Morgan Stanley Funds (UK) - US Advantage Fund I Hedged Accumulation GBP
Category Other Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£15.4889
£-0.138 (-0.88%)
Fund Code
MSUIA
BK0WFX3
GB00BK0WFX38
Prices updated as at 19 Feb 2025
Prices in GBP
Investment objective
The Fund aims to grow investment over 5 years or more. The Fund invests at least 80% of its assets in securities issued by US companies.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, SDR Consumer facing disclosure, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
Morgan Stanley Investment Management (ACD) Limited
Fund launch date
16 Sep 2016
Domicile
United Kingdom
UCITS
Yes
Lead manager
Alexander Norton
Lead manager start date
16 Sep 2016
Lead fund manager biography
Alexander Norton is an investor for the Counterpoint Global team. He joined Morgan Stanley in 2000 and has been with financial industry since 1995. 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.
Lead manager
Jason Yeung
Lead manager start date
16 Sep 2016
Lead fund manager biography
Jason Yeung is an investor for the Counterpoint Global team. He joined Morgan Stanley in 2002 and has been with financial industry since 1997. Jason joined the team in 2004 as an investor. Previously, he was a member of the U.S. Research Group, working closely with the Counterpoint Global team. Prior to joining the firm, Jason was a senior research analyst at Ramius Capital Group. Previously, he was an equity research associate at Deutsche Bank. Jason received a B.A., Phi Beta Kappa, in international relations from Johns Hopkins University and an M. Phil. in international relations from the University of Cambridge. He holds the Chartered Financial Analyst designation.
Head office
25 Cabot Square, Canary Wharf
London
United Kingdom
E14 4QA
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