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MFS Meridian Funds - U.S. Concentrated Growth Fund WH1 GBP

Performance History30/11/2019
Growth of 1,000 (GBP) Advanced Graph
MFS Meridian Funds - U.S. Concentrated Growth Fund WH1 GBP
Fund0.13.226.0-0.134.9
+/-Cat-----
+/-B’mrk-----
 
Key Stats
NAV
05/12/2019
 GBP 26.03
Day Change 0.39%
Morningstar Category™ Other Equity
IA (formerly IMA) Sector North America
ISIN LU0808563182
Fund Size (Mil)
31/10/2019
 USD 478.39
Share Class Size (Mil)
31/10/2019
 USD 0.09
Max Initial Charge -
Ongoing Charge
04/11/2019
  1.20%
Investment Objective: MFS Meridian Funds - U.S. Concentrated Growth Fund WH1 GBP
The Fund’s objective is capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in U.S. equity securities. The Fund may also invest in non-U.S. equity securities. The Fund generally invests in 50 or fewer companies. The Fund generally focuses its investments in companies it believes to have above average earnings growth potential compared to other companies (growth companies). The Fund generally focuses its investments in larger companies, but may invest in companies of any size.
Returns
Trailing Returns (GBP)05/12/2019
YTD34.31
3 Years Annualised19.38
5 Years Annualised11.85
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
Jeffrey Constantino
28/06/2007
Andrew Boyd
01/03/2011
Click here to see others
Inception Date
24/08/2012
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
Russell 1000 Growth TR 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 - U.S. Concentrated Growth Fund WH1 GBP31/10/2019
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.630.0098.63
Bond0.000.000.00
Property0.000.000.00
Cash1.410.031.37
Other0.000.000.00
Top 5 Regions%
United States95.84
Eurozone2.26
Asia - Developed1.90
Canada0.00
Latin America0.00
Top 5 Sectors%
Technology31.20
Financial Services16.71
Healthcare13.96
Consumer Cyclical12.22
Communication Services11.47
Top 5 HoldingsSector%
Alphabet Inc ACommunication ServicesCommunication Services7.57
Microsoft CorpTechnologyTechnology6.84
Accenture PLC Class ATechnologyTechnology5.85
Visa Inc Class AFinancial ServicesFinancial Services5.39
Fidelity National Information Se... TechnologyTechnology4.92
MFS Meridian Funds - U.S. Concentrated Growth Fund WH1 GBP
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)

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