MFS Meridian Funds - Contrarian Value W1 USDRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 8.8 | 20.1 | 7.9 | 18.6 | 6.6 | |
+/-Cat | 7.0 | 1.8 | 7.4 | 9.3 | 1.6 | |
+/-B’mrk | - | -1.2 | 4.3 | 9.8 | 0.6 | |
Category: Global Large-Cap Value Equity | ||||||
Category Benchmark: Morningstar Gbl Val TME NR USD |
Key Stats | ||
NAV 31/05/2024 | USD 20.44 | |
Day Change | 1.29% | |
Morningstar Category™ | Global Large-Cap Value Equity | |
ISIN | LU1985812244 | |
Fund Size (Mil) 31/05/2024 | USD 989.99 | |
Share Class Size (Mil) 31/05/2024 | USD 21.61 | |
Max Initial Charge | - | |
Ongoing Charge 31/01/2023 | 0.85% |
Investment Objective: MFS Meridian Funds - Contrarian Value W1 USD |
The Fund’s investment objective is to seek capital appreciation measured in U.S. dollars. The Fund invests primarily (at least 70%) in equity securities. The Fund focuses its equity investments in developed market equity securities, but may also invest in emerging market equity securities. The Fund generally invests in 50 or fewer companies. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Anne-Christine Farstad 21/08/2019 | ||
Benjamin Tingling 21/08/2019 | ||
Click here to see others | ||
Inception Date 21/08/2019 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World Value NR USD | Morningstar Gbl Val TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for MFS Meridian Funds - Contrarian Value W1 USD | 30/04/2024 |
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Top 5 Holdings | Sector | % |
Novonesis AS Class B | Basic Materials | 4.73 |
Weir Group PLC | Industrials | 3.69 |
Spectris PLC | Technology | 3.45 |
Fortum Oyj | Utilities | 3.19 |
Samsung Electronics Co Ltd | Technology | 3.15 |
Increase Decrease New since last portfolio | ||
MFS Meridian Funds - Contrarian Value W1 USD |