MFS Meridian Global Equity A1 EUR |
Como se comportou este fundo | 28/02/2023 |
Evolução de €1.000 (EUR) |
![]() | Fundo | 31.6 | 3.1 | 24.5 | -13.5 | 5.4 |
![]() | +/-Cat | 5.5 | -1.6 | -1.4 | 0.7 | 0.5 |
![]() | +/-Ind | 2.6 | -3.5 | -3.0 | -0.5 | 0.7 |
Categoría: Ações Global Cap. Grande Misto | ||||||
Benchmark: MSCI ACWI NR USD |
Estatística Rápida | ||
Valor 21/03/2023 | EUR 43.27 | |
Valorização do dia | 1.22% | |
Categoria Morningstar™ | Ações Global Cap. Grande Misto | |
ISIN | LU0094560744 | |
Fund Size (Mil) 17/03/2023 | USD 3216.06 | |
Share Class Size (Mil) 28/02/2023 | USD 618.34 | |
Comissão Subscrição | 6.00% | |
Ongoing Charge 16/02/2022 | 1.90% |
Morningstar Research |
Analyst Report |
A simple, commonsense approach and esteemed portfolio managers help MFS Meridian Global Equity retain Morningstar Analyst Ratings ranging from Gold to Bronze, depending on share class fees.Comanagers Roger Morley and Ryan McAllister deftly apply... |
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 Global Equity A1 EUR |
The Fund’s objective is capital appreciation, measured in U.S. dollars. 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. The Fund generally focuses its investments in larger companies, but 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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Gestão | ||
Nome do gestor Data de início | ||
Roger Morley 01/10/2009 | ||
Ryan McAllister 30/09/2016 | ||
Criação do fundo 12/03/1999 |
Publicidade |
Benchmark | |
Benchmark do fundo | Benchmark Morningstar |
MSCI World NR USD | MSCI ACWI NR USD |
Target Market | ||||||||||||||||||||
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O que o fundo tem MFS Meridian Global Equity A1 EUR | 31/01/2023 |
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5 maiores posições | Sector | % |
![]() | ![]() | 3.10 |
![]() | ![]() | 3.00 |
![]() | ![]() | 2.77 |
![]() | ![]() | 2.56 |
![]() | ![]() | 2.55 |
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MFS Meridian Global Equity A1 EUR |