| Como se comportou este fundo | 30/11/2019 |
| Evolução de €1.000 (EUR) |
 | Fundo | 5.5 | -2.4 | 15.0 | -3.8 | 9.0 |
| +/-Cat | 0.6 | -6.1 | 7.6 | 5.6 | -8.0 |
| +/-Ind | -2.3 | -12.2 | 8.1 | -0.9 | -13.5 |
| Categoría: Mistos Agressivos EUR - Global | ||||||
| Benchmark: Cat 25%Barclays EurAgg TR&7... | ||||||
| Estatística Rápida | ||
| Valor 06/12/2019 | EUR 13.89 | |
| Valorização do dia | 0.36% | |
| Categoria Morningstar™ | Mistos Agressivos EUR - Global | |
| ISIN | LU0808562614 | |
| Fund Size (Mil) 31/10/2019 | USD 3315.59 | |
| Share Class Size (Mil) 31/10/2019 | USD 323.62 | |
| Comissão Subscrição | 6.00% | |
| Ongoing Charge 04/11/2019 | 2.04% | |
*
This rating and report were issued for a different share class of this fund. The performance and fee structure of this class may vary from that referenced. | ||
| Morningstar Research |
| Analyst Report |
MFS Meridian Prudent Wealth's many qualities earn it a Morningstar Analyst Rating of Silver.The skill of lead manager Barnaby Wiener in picking winning stocks is one of the key attractions. He took over sole responsibility here in February 2011,... |
| Click here to read this analyst report |
| Morningstar Pillars | |
|---|---|
| People | Positive |
| Parent | Positive |
| Process | Positive |
| Performance | Positive |
| Price | Neutral |
| 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 may invest without limit in debt instruments of corporate and government issuers based on its view of the relative value of different types of securities and/or other market conditions. The Fund generally focuses its equity investments in companies it believes to be undervalued compared to their perceived worth (value companies). The Fund may invest in companies of any size. The fund may invest in below investment grade debt instruments. The Fund may invest a relatively large percentage of its assets in a small number of issuers. |
| Returns | |||||||||||||
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| Gestão | ||
Nome do gestor Data de início | ||
Barnaby Wiener 04/03/2008 | ||
Criação do fundo 19/02/2013 | ||
| Publicidade |
| Benchmark | |
| Benchmark do fundo | Benchmark Morningstar |
| MSCI World NR USD | Cat 25%Barclays EurAgg TR&75%FTSE Wld TR |
| Target Market | ||||||||||||||||||||
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| O que o fundo tem MFS Meridian Prudent Wealth AH1 EUR | 31/10/2019 |
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