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MFS Meridian Funds - Prudent Capital Fund WH1CHF

Growth Of 1000 (GBP) 30/11/2019
Fund:  MFS Meridian Funds - Prudent Capital Fund WH1CHF
Category:  CHF Aggressive Allocation
Category Index:  Cat 40%Citi SwissGBI&60%MSCI Wld Free NR
Growth of 1,000 GBP
Annual Returns (GBP)30/11/2019
 2017201830/11
Price Return6.701.376.08
+/- Category0.706.15-5.64
+/- Category Index2.070.89-5.77
% Rank in Category44489
Trailing Returns (GBP)06/12/2019
   Total Returns   +/- Category   +/- Category Index
1 Day0.42   0.190.42
1 Week-0.49   0.690.43
1 Month-1.40   -0.12-0.45
3 Months-5.59   -1.09-1.88
6 Months-0.79   -2.17-2.82
YTD5.56   -3.59-5.26
1 Year4.82   -1.26-4.04
3 Years Annualised5.70   1.41-0.18
5 Years Annualised-   --
10 Years Annualised-   --
 
Quarterly Returns (GBP)30/11/2019
 Quarter 1Quarter 2Quarter 3Quarter 4
20192.945.690.54-
2018-1.953.594.30-4.30
20174.424.06-2.550.76
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
30 Sep 1530 Sep 1630 Sep 1730 Sep 1830 Sep 19
---6.744.67
 
 
 
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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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