MFS Meridian Funds - Prudent Capital Fund WH1CHF

Legal StructureSICAV
Inception Date02/11/2016
Fund Advisor(s)
Massachusetts Financial Services Company
Fund ManagerDavid Cole
Manager Start Date03/11/2016
Cornell University, B.A.
University of California, M.B.A.
David P. Cole, CFA, is an Investment Officer of MFS Investment Management® (MFS®) and Portfolio Manager at the firm. David employed in the investment area of MFS since 2004 after working for five years as a High Yield Analyst for Franklin Templeton Investments. Prior to this, he served as a financial economist/treasury market analyst for Thomson Financial Services and two years as an economist for Standard and Poor's. David has a bachelor's degree from Cornell University and an MBA from University of California, Berkeley. He holds the Chartered Financial Analyst (CFA) designation.
Fund ManagerEdward Dearing
Manager Start Date01/03/2018
Employed in the investment area of MFS since September 2014; Associate at Deutsche Bank from August 2013 to September 2014; MBA student at London Business School from September 2011 to July 2013
Fund ManagerBarnaby Wiener
Manager Start Date03/11/2016
Career Start Year1994
University of Oxford
Ampleforth College
Barnaby Wiener is an investment officer of MFS Investment Management® (MFS®) and equity portfolio manager of the international value, global value, and global total return portfolios of the firm's mutual funds, variable annuities, and institutional investment strategies. He is based in MFS' London office. Barnaby joined MFS as a research analyst in 1998. Previously, he was an equity research analyst at Merrill Lynch. Prior to that, he served as an equity research analyst at Crédit Lyonnais and as a captain in the British Army. He is a graduate of Ampleforth College and Oxford University.
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(

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