MFS Meridian Funds - Global Total Return Fund WH1 GBPRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 6.9 | 7.8 | -12.4 | 8.5 | -0.4 | |
+/-Cat | 2.8 | -0.3 | -1.9 | 0.9 | -2.3 | |
+/-B’mrk | 1.6 | -0.2 | -3.1 | -0.8 | -2.6 | |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 16/05/2024 | GBP 14.85 | |
Day Change | -0.07% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | Flexible Investment | |
ISIN | LU0925731761 | |
Fund Size (Mil) 16/05/2024 | USD 1466.50 | |
Share Class Size (Mil) 30/04/2024 | USD 8.69 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 1.25% |
Morningstar Research |
Analyst Report | 28/07/2023 Ben Sater, Analyst Morningstar, Inc |
MFS Meridian Global Total Return pairs a straightforward asset allocation with a seasoned analyst group. Robust bottom-up research makes up for its relatively simplistic total portfolio oversight and ensures continuity despite recent personnel... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 23 |
Performance | |
Price |
Investment Objective: MFS Meridian Funds - Global Total Return Fund WH1 GBP |
The Fund’s objective is total return, measured in U.S. dollars. The Fund invests in a combination of equity securities and debt instruments of issuers located in developed and emerging market countries. Historically the Fund has invested approximately 60% of its assets in equity securities and 40% of its assets in debt instruments, but these allocations may vary generally between 50% and 75% in equity securities and 25% and 50% in debt instruments. The Fund generally focuses its equity investments in larger companies it believes to be undervalued compared to their perceived worth (value companies), and normally invests a portion of its assets in income-producing equity securities. Equity investments are selected primarily based on fundamental analysis of individual issuers and instruments, which may consider quantitative screening tools. |
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Management | ||
Manager Name Start Date | ||
Steven Gorham 01/07/2000 | ||
Jonathan Sage 01/12/2014 | ||
Click here to see others | ||
Inception Date 17/05/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
40% Bloomberg Global Aggregate TR USD , 60% MSCI World NR USD | Morningstar UK Mod Tgt Alloc NR GBP |
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Portfolio Profile for MFS Meridian Funds - Global Total Return Fund WH1 GBP | 30/04/2024 |
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