MFS Meridian Funds - European Research Fund A1 EURRegister to Unlock Ratings |
| Performance History | 31/07/2022 |
| Growth of 1,000 (GBP) | Advanced Graph |
 | Fund | -8.4 | 22.2 | 5.1 | 10.3 | -8.2 |
| +/-Cat | 3.4 | 4.6 | 0.7 | -5.0 | 2.1 |
| +/-B’mrk | 1.1 | 3.3 | 2.9 | -7.1 | -0.8 |
| Category: Europe Large-Cap Blend Equity | ||||||
| Category Benchmark: MSCI Europe NR EUR | ||||||
| Key Stats | ||
| NAV 10/08/2022 | EUR 45.14 | |
| Day Change | 0.97% | |
| Morningstar Category™ | Europe Large-Cap Blend Equity | |
| ISIN | LU0094557526 | |
| Fund Size (Mil) 10/08/2022 | EUR 2321.04 | |
| Share Class Size (Mil) 31/07/2022 | EUR 138.67 | |
| Max Initial Charge | 6.00% | |
| Ongoing Charge 16/02/2022 | 1.91% | |
| Morningstar Research |
| Analyst Report |
MFS Meridian European Research’s analyst-driven approach has worked very well in the long run and the firm’s strong research platform has helped in coping with turnover in the team. The fund’s clean share class W and institutional share I earn... |
| Click here to read this analyst report on the underlying fund. |
| Morningstar Pillars | |
|---|---|
| People | Above Average |
| Parent | Above Average |
| Process | Above Average |
| Performance | |
| Price | |
| Investment Objective: MFS Meridian Funds - European Research Fund A1 EUR |
| The Fund’s objective is capital appreciation, measured in euros. The Fund invests primarily (at least 70%) in European equity securities. Some of the countries in Europe, primarily those in Eastern Europe, are currently considered emerging market economies. The Fund may invest in companies it believes to have above average earnings growth potential compared to other companies (growth companies), in companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies. The Fund may invest in companies of any size. The Fund may invest a relatively large percentage of the Fund’s assets in a small number of countries and/or a particular geographic region. |
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| Management | ||
Manager Name Start Date | ||
Gabrielle Gourgey 16/01/2006 | ||
Inception Date 12/03/1999 | ||
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| Category Benchmark | |
| Fund Benchmark | Morningstar Benchmark |
| MSCI Europe NR EUR | MSCI Europe NR EUR |
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| Portfolio Profile for MFS Meridian Funds - European Research Fund A1 EUR | 30/06/2022 |
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| Top 5 Holdings | Sector | % |
 Nestle SA |  Consumer Defensive | 5.13 |
| Roche Holding AG |  Healthcare | 3.56 |
| LVMH Moet Hennessy Louis Vuitton SE |  Consumer Cyclical | 3.45 |
| Novo Nordisk A/S Class B | Healthcare | 3.20 |
 British American Tobacco PLC | Consumer Defensive | 2.91 |
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Increase Decrease  New since last portfolio | ||
| MFS Meridian Funds - European Research Fund A1 EUR | ||
