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MFS Investment Funds - Global Concentrated Equity Fund US Dollar Class

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Performance History30/11/2021
Growth of 1,000 (GBP) Advanced Graph
MFS Investment Funds - Global Concentrated Equity Fund US Dollar Class
Fund16.4-4.126.512.116.3
+/-Cat3.82.67.51.50.1
+/-B’mrk3.1-0.34.8-0.6-1.5
 
Key Stats
NAV
06/12/2021
 USD 411.38
Day Change 1.02%
Morningstar Category™ Global Large-Cap Blend Equity
ISIN LU0366721537
Fund Size (Mil)
-
 -
Share Class Size (Mil)
30/11/2021
 EUR 334.23
Max Initial Charge -
Ongoing Charge
18/02/2021
  0.83%
Morningstar Research
Analyst Report

MFS Inv Concentrated Global Equity remains a winning formula. A highly capable team have a clearly defined approach to taking sizable stock positions with a clear eye on quality and limiting downside risk. The fund earns a Morningstar Analyst...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleHigh
ParentAbove Average
ProcessHigh
Performance
Price
Investment Objective: MFS Investment Funds - Global Concentrated Equity Fund US Dollar Class
The Fund's objective is capital appreciation, measured in Euros. The Fund invests primarily (at least 70%) in equity securities of companies located in developed and emerging market countries. The Fund focuses its investments in equity securities of companies located in developed market countries. The Fund generally invests in 50 or fewer companies. 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.
Returns
Trailing Returns (GBP)06/12/2021
YTD18.95
3 Years Annualised17.17
5 Years Annualised14.34
10 Years Annualised15.63
12 Month Yield 0.00
Management
Manager Name
Start Date
Roger Morley
01/10/2009
Ryan McAllister
30/09/2016
Inception Date
30/06/2008
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI World NR EURMSCI ACWI NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  MFS Investment Funds - Global Concentrated Equity Fund US Dollar Class31/10/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.000.0099.00
Bond0.000.000.00
Property0.000.000.00
Cash1.040.051.00
Other0.000.000.00
Top 5 Regions%
United States54.99
Eurozone19.38
United Kingdom10.98
Europe - ex Euro9.74
Canada4.91
Top 5 Sectors%
Healthcare22.57
Industrials21.96
Consumer Defensive14.13
Technology9.28
Financial Services8.97
Top 5 HoldingsSector%
Thermo Fisher Scientific IncHealthcareHealthcare6.93
Accenture PLC Class ATechnologyTechnology5.68
Comcast Corp Class ACommunication ServicesCommunication Services5.27
Visa Inc Class AFinancial ServicesFinancial Services5.24
LVMH Moet Hennessy Louis Vuitton SEConsumer CyclicalConsumer Cyclical5.15
MFS Investment Funds - Global Concentrated Equity Fund US Dollar Class

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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)