MFS Meridian Funds - European Research Fund I1 EUR

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Performance History31/05/2021
Growth of 1,000 (GBP) Advanced Graph
MFS Meridian Funds - European Research Fund I1 EUR
Fund17.6-7.423.66.25.0
+/-Cat3.14.46.01.9-3.2
+/-B’mrk3.02.24.64.1-4.0
 
Key Stats
NAV
17/06/2021
 EUR 309.70
Day Change -0.28%
Morningstar Category™ Europe Large-Cap Blend Equity
ISIN LU0219424131
Fund Size (Mil)
31/05/2021
 EUR 2790.66
Share Class Size (Mil)
31/05/2021
 EUR 1512.15
Max Initial Charge -
Ongoing Charge
18/02/2021
  0.83%
Morningstar Research
Analyst Report

MFS Meridian European Research’s analyst-driven approach has worked very well but recent changes in the team limit our conviction somewhat. The fund’s clean share class W and institutional share I earn Morningstar Analyst Ratings of Silver....

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleAbove Average
ParentAbove Average
ProcessAbove Average
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 75%) in European Economic Area equity securities. The European Economic Area includes countries in the European Union, Iceland, Liechtenstein, and Norway. Some of the countries in the European Economic Area, primarily those in Eastern Europe, are currently considered emerging market economies. The Fund may also invest in other European countries.
Returns
Trailing Returns (GBP)17/06/2021
YTD7.09
3 Years Annualised8.39
5 Years Annualised12.33
10 Years Annualised9.66
12 Month Yield 0.00
Management
Manager Name
Start Date
Gabrielle Gourgey
16/01/2006
Inception Date
26/09/2005
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI Europe NR EURMSCI Europe NR EUR
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  MFS Meridian Funds - European Research Fund I1 EUR30/04/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock97.860.0097.86
Bond0.000.000.00
Property0.000.000.00
Cash21.7619.632.14
Other0.000.000.00
Top 5 Regions%
Eurozone49.60
United Kingdom29.21
Europe - ex Euro17.64
United States3.55
Canada0.00
Top 5 Sectors%
Financial Services17.08
Consumer Defensive14.84
Consumer Cyclical14.59
Communication Services12.47
Healthcare10.48
Top 5 HoldingsSector%
Nestle SAConsumer DefensiveConsumer Defensive4.34
LVMH Moet Hennessy Louis Vuitton SEConsumer CyclicalConsumer Cyclical3.63
Roche Holding AGHealthcareHealthcare2.88
Vodafone Group PLCCommunication ServicesCommunication Services2.72
Schneider Electric SEIndustrialsIndustrials2.69
MFS Meridian Funds - European Research Fund I1 EUR

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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(https://www.morningstar.com/research/signature)

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