MFS Meridian Funds - Emerging Markets Debt Fund A1 USDRegister to Unlock Ratings |
Performance History | 30/11/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 3.7 | -2.1 | -5.3 | 3.4 | 7.9 | |
+/-Cat | 1.0 | 0.8 | 0.4 | -0.8 | 1.6 | |
+/-B’mrk | 0.7 | -0.3 | 0.5 | -0.7 | 2.9 | |
Category: Global Emerging Markets Bond | ||||||
Category Benchmark: Morningstar EM Sov Bd GR USD |
Key Stats | ||
NAV 10/12/2024 | USD 42.67 | |
Day Change | 0.34% | |
Morningstar Category™ | Global Emerging Markets Bond | |
ISIN | LU0125948108 | |
Fund Size (Mil) 10/12/2024 | USD 2835.06 | |
Share Class Size (Mil) 10/12/2024 | USD 414.15 | |
Max Initial Charge | 6.00% | |
Ongoing Charge 16/02/2024 | 1.52% |
Morningstar Research |
Analyst Report | 07/11/2024 Giovanni Cafaro, Analyst Morningstar, Inc |
MFS Meridian Emerging Markets Debt’s strengths are its experienced team and diligent investment process. The Morningstar Analyst Rating for the fund’s clean (W1) share class remains at Bronze; cheaper share classes are rated Silver, while the... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: MFS Meridian Funds - Emerging Markets Debt Fund A1 USD |
The Fund’s objective is total return, measured in U.S. dollars. The Fund invests primarily (at least 70%) in emerging market debt instruments. The Fund generally focuses its investments in U.S. dollar denominated emerging market debt instruments but may also invest in emerging market debt instruments issued in other currencies. Such emerging market countries are located in Latin America, Asia, Africa, the Middle East, and the developing countries of Europe, primarily Eastern Europe. The Fund generally focuses its investments in government and government-related debt instruments but may also invest in corporate debt instruments. The Fund may invest all of its assets in below investment grade debt instruments. 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. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Ward Brown 26/03/2009 | ||
Neeraj Arora 01/09/2019 | ||
Click here to see others | ||
Inception Date 31/01/2001 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
JPM EMBI Global Diversified TR USD | Morningstar EM Sov Bd GR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for MFS Meridian Funds - Emerging Markets Debt Fund A1 USD | 31/10/2024 |
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