MFS Meridian Funds - Global Equity Fund


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About MFS Meridian Funds - Global Equity Fund

The Fund’s objective is capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in equity securities of companies located in developed and emerging market countries. The Fund may invest in companies it believes to have above average earnings growth potential compared to other companies (growth companies), in companies it believes are undervalued compared to their perceived worth (value companies,) or in a combination of growth and value companies. The Fund generally focuses its investments in larger companies, but may invest in companies of any size. The Fund may invest a relatively large percentage of the fund’s assets in a small number of countries and/or a particular geographic region.

10.58%
MFS Meridian Global Equity B1 USD 3 year Return
Manager : MFS

Fund Objective

The Fund’s objective is capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in equity securities of companies located in developed and emerging market countries. The Fund may invest in companies it believes to have above average earnings growth potential compared to other companies (growth companies), in companies it believes are undervalued compared to their perceived worth (value companies,) or in a combination of growth and value companies. The Fund generally focuses its investments in larger companies, but may invest in companies of any size. The Fund may invest a relatively large percentage of the fund’s assets in a small number of countries and/or a particular geographic region.

Fund Manager

Roger Morley

Since: 2009-10-01

Biography:Roger M. Morley is an investment officer and portfolio manager of Massachusetts Financial Services Company d/b/a MFS Investment Management (MFS). Roger joined MFS as a research analyst in 2002. Prior to joining the firm, he worked in London for Deutsche Bank AG (formerly Bankers Trust Company and Alex. Brown & Sons), first as a financial analyst in the technology and media group and then as an associate in the health care group of the Global Investment Banking Department. He is a graduate of St Catharine's College, University of Cambridge, where he earned a Master of Arts degree in history. Roger also earned a Master of Business Administration degree from INSEAD in Fontainebleau, France.

Fund Manager

Ryan McAllister

Since: 2016-09-30

Biography:Ryan McAllister, Investment Officer and Portfolio Manager, has been employed in the investment area of MFS since 2007.

Quick Stats

City Code (Symbol) N/A Legal Structure SICAV Fund Currency USD
ISIN Code LU0219480638 Fund Size 4,617.070M Price Date 2019-11-12
Sector Global Large-Cap Growth Equity Valor Code 2192652 Pricing Freq -
Bid Price - Mid Price - Offer Price -
Benchmark MSCI World Yield - Launch Date 2005-09-26
Domicile Luxembourg Type Accumulation ISA NO

Purchase & Other Information

Ongoing Charges
Complaint Reporting Fund Status , UCITS IV Compliant,
Dividend Dates -
For Sale In

Holding weightings are currently unavailable

Assets weightings are currently unavailable

Sector weightings are currently unavailable

Dividend Calendar

No dividend date is found

Price: $54.55

52wk high/low: 54.55/42.28

NAV:  54.55
Current Yield:  -
Sector: Global Large-Cap Growth Equity

-
13.33%

MFS Investment Funds - Global Concentrated Equity Fund US Dollar Class ( N/A)

 
Category - Global Large-Cap Growth Equity

Category Benchmark - MSCI World Index (EUR) – Net Return
 
Viewed 2 Times This Week
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12.72%

MFS Investment Funds - Global Equity Fund USD Acc ( N/A)

 
Category - Global Large-Cap Growth Equity

Category Benchmark - MSCI World Index (EUR) – Net Return
 
Viewed 2 Times This Week
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3.37%

MFS Meridian Funds - Emerging Markets Debt Fund B2 USD ( N/A)

 
Category - Global Emerging Markets Bond

Category Benchmark - JPMorgan Emerging Markets Bond Index Global
 
Viewed 2 Times This Week
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10.21%

MFS Meridian Funds - European Research Fund A1 EUR ( N/A)

 
Category - Europe Large-Cap Blend Equity

Category Benchmark - MSCI Europe
 
Viewed 1 Times This Week
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10.73%

MFS Meridian Funds - European Smaller Companies Fund A1 EUR ( N/A)

 
Category - Europe Flex-Cap Equity

Category Benchmark - MSCI Europe Small Mid Cap
 
Viewed 2 Times This Week
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11.69%

MFS Meridian Funds - European Value Fund A1 EUR ( N/A)

 
Category - Europe Large-Cap Blend Equity

Category Benchmark - MSCI Europe
 
Viewed 3 Times This Week
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11.29%

MFS Meridian Funds - Global Concentrated Fund B1 USD ( N/A)

 
Category - Global Large-Cap Growth Equity

Category Benchmark - MSCI World
 
Viewed 4 Times This Week
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10.58%

MFS Meridian Funds - Global Equity Fund B1 USD ( N/A)

 
Category - Global Large-Cap Growth Equity

Category Benchmark - MSCI World
 
Viewed 4 Times This Week
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4.42%

MFS Meridian Funds - Global High Yield Fund B2 USD ( N/A)

 
Category - Global High Yield Bond

Category Benchmark - BofA Merrill Lynch Global High Yield - Constrained
 
Viewed 2 Times This Week
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5.11%

MFS Meridian Funds - Global Total Return Fund B2 USD ( N/A)

 
Category - USD Moderate Allocation

 
Viewed 4 Times This Week
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0.65%

MFS Meridian Funds - Limited Maturity Fund B2 USD ( N/A)

 
Category - USD Diversified Bond - Short Term

Category Benchmark - Bloomberg Barclays 1-3 Year U.S. Government/Credit Bond
 
Viewed 2 Times This Week
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10.19%

MFS Meridian Funds - Prudent Wealth Fund I1 USD ( N/A)

 
Category - USD Aggressive Allocation

Category Benchmark - MSCI World
 
Viewed 2 Times This Week
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3.17%

MFS Meridian Funds - U.S. Total Return Bond Fund A1 USD ( N/A)

 
Category - USD Diversified Bond

Category Benchmark - Bloomberg Barclays U.S. Aggregate Bond
 
Viewed 3 Times This Week
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7.82%

MFS Meridian Funds - U.S. Value Fund B1 USD ( N/A)

 
Category - US Large-Cap Value Equity

Category Benchmark - Russell 1000® Value
 
Viewed 1 Times This Week
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