MFS Meridian Funds - European Research Fund I1 EURRegister to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 6.2 | 11.5 | -6.1 | 8.2 | 6.4 | |
+/-Cat | 1.9 | -3.8 | 2.2 | -3.3 | 0.6 | |
+/-B’mrk | 3.6 | -6.1 | -1.6 | -5.0 | -1.0 | |
Category: Europe Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar DM Eur TME NR EUR |
Key Stats | ||
NAV 04/10/2024 | EUR 356.60 | |
Day Change | 0.11% | |
Morningstar Category™ | Europe Large-Cap Blend Equity | |
ISIN | LU0219424131 | |
Fund Size (Mil) 04/10/2024 | EUR 869.36 | |
Share Class Size (Mil) 04/10/2024 | EUR 168.68 | |
Max Initial Charge | - | |
Ongoing Charge 17/02/2023 | 0.83% |
Morningstar Research |
Analyst Report | 23/06/2024 Francesco Paganelli, Senior Analyst Morningstar, Inc |
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 | |
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People | 24 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: MFS Meridian Funds - European Research Fund I1 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. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Gabrielle Gourgey 16/01/2006 | ||
Inception Date 26/09/2005 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI Europe NR EUR | Morningstar DM Eur TME NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for MFS Meridian Funds - European Research Fund I1 EUR | 31/08/2024 |
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Top 5 Holdings | Sector | % |
ASML Holding NV | Technology | 4.28 |
Nestle SA | Consumer Defensive | 3.60 |
Schneider Electric SE | Industrials | 3.53 |
Roche Holding AG | Healthcare | 2.95 |
Lvmh Moet Hennessy Louis Vuitton SE | Consumer Cyclical | 2.93 |
Increase Decrease New since last portfolio | ||
MFS Meridian Funds - European Research Fund I1 EUR |