MFS Meridian Funds - Global Equity Fund W1 USD

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Performance History31/10/2021
Growth of 1,000 (GBP) Advanced Graph
MFS Meridian Funds - Global Equity Fund W1 USD
Fund12.8-4.425.09.814.5
+/-Cat0.22.36.0-0.7-0.2
+/-B’mrk-0.5-0.63.3-2.8-1.9
 
Key Stats
NAV
26/11/2021
 USD 35.35
Day Change -2.25%
Morningstar Category™ Global Large-Cap Blend Equity
ISIN LU0458496949
Fund Size (Mil)
31/10/2021
 USD 4310.68
Share Class Size (Mil)
31/10/2021
 USD 63.75
Max Initial Charge -
Ongoing Charge
18/02/2021
  1.16%
Morningstar Research
Analyst Report

MFS Meridian Global Equity’s expert personnel and patient, intuitive approach earn it a Morningstar Analyst Rating of Gold across cheaper share classes, including the clean share class W1 USD. Pricier share classes are rated Silver. Roger Morley...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleHigh
ParentAbove Average
ProcessHigh
Performance
Price
Investment Objective: MFS Meridian Funds - Global Equity Fund W1 USD
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.
Returns
Trailing Returns (GBP)26/11/2021
YTD14.05
3 Years Annualised14.16
5 Years Annualised11.56
10 Years Annualised14.46
12 Month Yield 0.00
Management
Manager Name
Start Date
Roger Morley
01/10/2009
Ryan McAllister
30/09/2016
Inception Date
08/02/2010
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI World NR USDMSCI 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 Meridian Funds - Global Equity Fund W1 USD30/09/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.740.0098.74
Bond0.000.000.00
Property0.000.000.00
Cash7.005.741.26
Other0.000.000.00
Top 5 Regions%
United States54.01
Eurozone19.34
Europe - ex Euro10.05
United Kingdom9.60
Canada2.72
Top 5 Sectors%
Healthcare20.60
Industrials19.13
Consumer Defensive13.92
Financial Services13.17
Technology11.68
Top 5 HoldingsSector%
Thermo Fisher Scientific IncHealthcareHealthcare3.43
Comcast Corp Class ACommunication ServicesCommunication Services3.17
Schneider Electric SEIndustrialsIndustrials2.96
Medtronic PLCHealthcareHealthcare2.90
Visa Inc Class AFinancial ServicesFinancial Services2.90
MFS Meridian Funds - Global Equity Fund W1 USD

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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)