MFS Meridian Global Equity A1 EUR

Como se comportou este fundo28/02/2023
Evolução de €1.000 (EUR)
MFS Meridian Global Equity A1 EUR
Fundo31.63.124.5-13.55.4
+/-Cat5.5-1.6-1.40.70.5
+/-Ind2.6-3.5-3.0-0.50.7
 
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
PeopleHigh
ParentAbove Average
ProcessHigh
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
Rent. Anualiz. %21/03/2023
Ano3.32
3 anos anualiz.15.78
5 anos anualiz.7.95
10 anos anualiz.8.83
Rendimento a 12 meses 0.00
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 fundoBenchmark Morningstar
MSCI World NR USDMSCI ACWI NR USD
Target Market
Role In Portfolio
Standalone / CoreNão específico
ComponentNão específico
OtroNão específico
Primary Objective
PreservaçãoNão específico
CrescimSim
RendaNão específico
HedgingNão específico
OtroNão específico
O que o fundo tem  MFS Meridian Global Equity A1 EUR31/01/2023
Morningstar Style Box®
Estilo de obrigações
Asset Allocation
  % Long% Short% Net Assets
Acções99.210.0099.21
Obrigações0.000.000.00
Liquidez10.9010.110.79
Outro0.000.000.00
5 principais regiões%
United States50.75
Eurozone19.56
Europe - ex Euro11.05
United Kingdom10.75
Canada3.64
5 maiores sectores%
Healthcare19.31
Industrials18.01
Financial Services15.54
Consumer Defensive12.82
Technology10.98
5 maiores posiçõesSector%
Visa Inc Class AFinancial ServicesFinancial Services3.10
Schneider Electric SEIndustrialsIndustrials3.00
Thermo Fisher Scientific IncHealthcareHealthcare2.77
LVMH Moet Hennessy Louis Vuitton SEConsumer CyclicalConsumer Cyclical2.56
Linde PLCBasic MaterialsBasic Materials2.55
MFS Meridian Global Equity A1 EUR
A fim de prover consistência para todos os relatórios fornecidos por diferentes Asset Managers, os data points calculados apresentados são gerados usando uma metodologia de cálculo proprietária da Morningstar, que pode ser conferida com mais detalhes em(https://www.morningstar.com/research/signature)