Morgan Stanley Investment Funds US Advantage A Acc


1.18%
ISIN: LU0225737302
 
Bloomberg: NAV: 35.11 USD +1.180% (May 22)
Termsheet: Morgan Stanley
 
Management Fee: 1.40%
Expense Ratio: 1.67%
 
Currency: USD
 
52-Week Range: 28.92 - 37.87
 
Performance:
YTD 1M 3M 1Y 3Y* 5Y*
7.23% -6.87% -2.58% 3.55% 18.28% 2.6%
* annualised performance
 
Dr. Costa's Rating:

The Morgan Stanley Advantage Strategy is a concentrated equity strategy that offers a differentiated approach to equity investing. The strategy seeks long-term capital appreciation by investing in high-quality franchise companies characterized by sustainable competitive advantages and strong current-period cash-flow generation. To achieve this objective, the team focuses on long-term growth, rather than short-term events, with stock selection informed by rigorous fundamental analysis.