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MFS Investment Funds - Global Equity Fund USD Acc

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Performance History30/11/2021
Growth of 1,000 (GBP) Advanced Graph
MFS Investment Funds - Global Equity Fund USD Acc
Fund13.6-4.225.610.413.4
+/-Cat1.12.56.5-0.1-2.8
+/-B’mrk0.4-0.43.9-2.2-4.3
 
Key Stats
NAV
06/12/2021
 USD 621.71
Day Change 1.40%
Morningstar Category™ Global Large-Cap Blend Equity
ISIN LU0214841644
Fund Size (Mil)
02/12/2021
 EUR 2208.82
Share Class Size (Mil)
30/11/2021
 EUR 983.63
Max Initial Charge -
Ongoing Charge
18/02/2021
  0.70%
Morningstar Research
Analyst Report

MFS Inv Global Equity’s expert personnel and patient, intuitive approach earn it a Morningstar Analyst Rating of Gold across its share classes. Roger Morley and Ryan McAllister are the talented pair in charge. Morley has established himself as a...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleHigh
ParentAbove Average
ProcessHigh
Performance
Price
Investment Objective: MFS Investment Funds - Global Equity Fund USD Acc
The Fund's objective is capital appreciation, measured in Euros. The Fund invests primarily (at least 70%) in equity securities of companies located in developed and emerging market countries. 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.
Returns
Trailing Returns (GBP)06/12/2021
YTD16.60
3 Years Annualised15.64
5 Years Annualised12.97
10 Years Annualised14.28
12 Month Yield 0.00
Management
Manager Name
Start Date
Roger Morley
01/10/2009
Inception Date
13/10/2004
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI World NR USDMSCI ACWI NR USD
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 Investment Funds - Global Equity Fund USD Acc31/10/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.080.0099.08
Bond0.000.000.00
Property0.000.000.00
Cash0.940.020.92
Other0.000.000.00
Top 5 Regions%
United States53.92
Eurozone18.99
Europe - ex Euro10.35
United Kingdom9.60
Canada3.00
Top 5 Sectors%
Healthcare20.40
Industrials19.58
Consumer Defensive13.70
Financial Services13.17
Technology11.62
Top 5 HoldingsSector%
Thermo Fisher Scientific IncHealthcareHealthcare3.57
Schneider Electric SEIndustrialsIndustrials2.94
Accenture PLC Class ATechnologyTechnology2.87
Comcast Corp Class ACommunication ServicesCommunication Services2.81
Visa Inc Class AFinancial ServicesFinancial Services2.71
MFS Investment Funds - Global Equity Fund USD Acc

Related

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)