MFS Meridian Prudent Wealth AH1 EUR |
Como se comportou este fundo | 31/05/2022 |
Evolução de €1.000 (EUR) |
![]() | Fundo | -3.8 | 10.4 | 12.8 | 2.1 | -9.6 |
![]() | +/-Cat | 3.1 | -2.2 | 10.4 | -7.3 | -1.6 |
![]() | +/-Ind | -0.3 | -5.5 | 8.6 | -9.4 | -2.1 |
Categoría: Mistos Moderados EUR - Global | ||||||
Benchmark: Morningstar EU Mod Gbl Tgt ... |
Estatística Rápida | ||
Valor 24/06/2022 | EUR 14.06 | |
Valorização do dia | 1.81% | |
Categoria Morningstar™ | Mistos Moderados EUR - Global | |
ISIN | LU0808562614 | |
Fund Size (Mil) 24/06/2022 | USD 4186.64 | |
Share Class Size (Mil) 31/05/2022 | USD 464.19 | |
Comissão Subscrição | 6.00% | |
Ongoing Charge 16/02/2022 | 2.00% |
Morningstar Research |
Analyst Report |
MFS Meridian Prudent Wealth is a strong offering in its category, thanks to a well-supported veteran portfolio manager and a robust, risk-conscious investment process but high fees on some share classes detract from its appeal. The strategy... |
Click here to read this analyst report |
Morningstar Pillars | |
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People | High |
Parent | Above Average |
Process | High |
Performance | |
Price |
Política de Investimento: MFS Meridian Prudent Wealth AH1 EUR |
The Fund’s objective is capital appreciation, measured in U.S. dollars. The Fund normally focuses its investments in equity securities of issuers located in developed and emerging market countries, however the Fund may invest without limit in debt instruments of corporate and government issuers and securitized instruments, as well as cash and cash-equivalent instruments, based on the Investment Manager’s view of the relative value of different types of securities and/or other market conditions. The Investment Manager seeks to reduce the volatility of the Fund’s returns relative to the global equity markets, as represented by the MSCI World Index (USD). 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 | |||||||||||||
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Gestão | ||
Nome do gestor Data de início | ||
Edward Dearing 01/03/2018 | ||
Barnaby Wiener 04/03/2008 | ||
Criação do fundo 19/02/2013 |
Publicidade |
Benchmark | |
Benchmark do fundo | Benchmark Morningstar |
MSCI World NR USD | Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Target Market | ||||||||||||||||||||
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O que o fundo tem MFS Meridian Prudent Wealth AH1 EUR | 30/04/2022 |
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