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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Morgan Stanley Investment Funds - US Advantage Fund A: holdings, performance and fees
1Y return-5.9%
3Y return+55.5%
5Y return-14.9%
OCF (ongoing charge)1.63%
Top 10 holdings
| Holding | Weight |
|---|---|
| CLOUDFLARE, INC. | 10.1% |
| ROYALTY PHARMA PLC | 9.7% |
| TESLA, INC. | 6.4% |
| APPLOVIN CORPORATION | 5.7% |
| SHOPIFY INC. NPV SUBORDINATED A | 5.1% |
| DOORDASH, INC. | 5.0% |
| ROIVANT SCIENCES LTD. | 4.8% |
| AFFIRM HLDGS INC | 4.7% |
| MEDLINE INC | 4.7% |
| ROLLINS, INC. | 3.5% |
Top sectors
- INFORMATION TECHNOLOGY29.9%
- HEALTH CARE20.0%
- CONSUMER DISCRETIONARY15.6%
- INDUSTRIALS14.7%
- FINANCIALS9.4%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
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