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

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Performance History31/03/2024
Growth of 1,000 (GBP) Advanced Graph
MFS Meridian Funds - U.S. Concentrated Growth Fund WH1 GBP
Fund17.021.8-21.320.76.9
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Key Stats
NAV
12/04/2024
 GBP 37.67
Day Change -1.54%
Morningstar Category™ Other Equity
IA (formerly IMA) Sector North America
ISIN LU0808563182
Fund Size (Mil)
12/04/2024
 USD 451.65
Share Class Size (Mil)
31/03/2024
 USD 0.67
Max Initial Charge -
Ongoing Charge
17/02/2023
  1.15%
Morningstar Research
Analyst Report27/10/2023
Jack Shannon, Senior Analyst
Morningstar, Inc

MFS Meridien US Concentrated Growth can look out of step when the market’s appetite for risk increases, but consistent, deliberate execution of its patient, valuation-conscious process earns the strategy a Morningstar Analyst rating of Bronze for...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
People24
Parent24
Process24
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)12/04/2024
YTD3.55
3 Years Annualised3.54
5 Years Annualised10.01
10 Years Annualised11.82
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 GBP29/02/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.100.0099.10
Bond0.000.000.00
Property0.000.000.00
Cash1.160.260.90
Other0.000.000.00
Top 5 Regions%
United States95.01
Asia - Developed2.85
Eurozone2.15
Canada0.00
Latin America0.00
Top 5 Sectors%
Technology30.65
Financial Services16.41
Healthcare15.37
Consumer Cyclical13.14
Industrials6.99
Top 5 HoldingsSector%
Microsoft CorpTechnologyTechnology9.53
Visa Inc Class AFinancial ServicesFinancial Services7.10
Alphabet Inc Class ACommunication ServicesCommunication Services6.74
Accenture PLC Class ATechnologyTechnology5.51
Aon PLC Class AFinancial ServicesFinancial Services5.24
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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