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

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Performance History30/04/2021
Growth of 1,000 (GBP) Advanced Graph
MFS Meridian Funds - U.S. Concentrated Growth Fund WH1 GBP
Fund26.0-0.138.817.010.0
+/-Cat-----
+/-B’mrk-----
 
Key Stats
NAV
07/05/2021
 GBP 34.75
Day Change 0.72%
Morningstar Category™ Other Equity
IA (formerly IMA) Sector North America
ISIN LU0808563182
Fund Size (Mil)
30/04/2021
 USD 568.41
Share Class Size (Mil)
30/04/2021
 USD 0.13
Max Initial Charge -
Ongoing Charge
18/02/2021
  1.15%
Morningstar Research
Analyst Report

A strong leadership team’s commitment to executing its patient, sensible process earns MFS Meridien US Concentrated Growth a Morningstar Analyst rating of Bronze for its cheaper shares and Neutral for pricier shares. Comanagers Jeff Constantino...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleAbove Average
ParentAbove Average
ProcessAbove Average
Performance
Price
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)07/05/2021
YTD10.49
3 Years Annualised20.42
5 Years Annualised17.75
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
Jeffrey Constantino
01/07/2007
Joseph Skorski
01/07/2019
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 GBP31/03/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.630.0099.63
Bond0.000.000.00
Property0.000.000.00
Cash0.460.090.37
Other0.000.000.00
Top 5 Regions%
United States91.41
Asia - Emerging2.53
Asia - Developed2.09
Canada2.02
Eurozone1.95
Top 5 Sectors%
Technology32.50
Communication Services15.86
Consumer Defensive12.85
Financial Services12.78
Healthcare11.91
Top 5 HoldingsSector%
Alphabet Inc ACommunication ServicesCommunication Services9.71
Microsoft CorpTechnologyTechnology8.85
Accenture PLC Class ATechnologyTechnology6.80
Aon PLCFinancial ServicesFinancial Services6.29
Fidelity National Information Se... TechnologyTechnology5.12
MFS Meridian Funds - U.S. Concentrated Growth Fund WH1 GBP

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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)

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