MFS Meridian Funds - Inflation Adjusted Bond Fund N2 USDRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 5.8 | 4.5 | -1.6 | -4.4 | 0.5 | |
+/-Cat | -1.4 | -2.8 | 0.1 | -2.0 | -0.2 | |
+/-B’mrk | -1.4 | -2.2 | -0.9 | -2.3 | -0.5 | |
Category: USD Inflation-Linked Bond | ||||||
Category Benchmark: Morningstar US TIPS TR USD |
Key Stats | ||
NAV 25/04/2024 | USD 7.74 | |
Day Change | -0.71% | |
Morningstar Category™ | USD Inflation-Linked Bond | |
ISIN | LU0870263372 | |
Fund Size (Mil) 25/04/2024 | USD 107.67 | |
Share Class Size (Mil) 25/04/2024 | USD 0.61 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 16/02/2022 | 1.58% |
Morningstar Research |
Analyst Report | 06/12/2023 Shannon Kirwin, Associate Director Morningstar, Inc |
MFS Meridian Inflation Adjusted Bond is led by an experienced management team, but it is leaner than competitors' teams and its process lacks a competitive edge. The strategy earns a Morningstar Analyst Rating of Neutral on its cheaper share... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 24 |
Process | 23 |
Performance | |
Price |
Investment Objective: MFS Meridian Funds - Inflation Adjusted Bond Fund N2 USD |
The Fund’s objective is total return that exceeds the rate of inflation as measured in the U.S. over the long term, measured in U.S. dollars. The Fund invests primarily (at least 70%) in inflation-adjusted debt instruments. The Fund invests primarily in U.S. Treasury inflation-adjusted debt instruments, but may also invest in (i) inflation-linked swaps, (ii) inflation-adjusted debt instruments issued by other U.S. and foreign government and corporate entities and (iii) non-inflation-adjusted debt instruments, including corporate bonds and securitized instruments. The Fund invests substantially all of its assets in investment grade debt instruments. The Fund may invest a relatively large percentage of its assets in a small number of issuers. The Investment Manager may consider environmental, social and governance (ESG) factors in its fundamental investment analysis alongside other factors. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Geoffrey Schechter 12/04/2017 | ||
Erik Weisman 09/06/2004 | ||
Inception Date 19/02/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Bloomberg US Treasury US TIPS TR USD | Morningstar US TIPS TR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for MFS Meridian Funds - Inflation Adjusted Bond Fund N2 USD | 29/02/2024 |
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