MFS Meridian Global Equity A1 USD

Como se comportou este fundo31/05/2022
Evolução de €1.000 (EUR)
MFS Meridian Global Equity A1 USD
Fundo-6.231.43.224.7-8.8
+/-Cat1.65.3-1.5-1.20.3
+/-Ind-1.32.5-3.5-2.8-1.4
 
Estatística Rápida
Valor
24/06/2022
 USD 69.86
Valorização do dia 3.46%
Categoria Morningstar™ Ações Global Cap. Grande Misto
ISIN LU0219441069
Fund Size (Mil)
24/06/2022
 USD 3284.45
Share Class Size (Mil)
31/05/2022
 USD 531.49
Comissão Subscrição 6.00%
Ongoing Charge
16/02/2022
  1.90%
Morningstar Research
Analyst Report

Our admiration for MFS Meridian Global Equity stems from the redoubtable, high-quality decision-makers implementing a sensible, measured approach. This stable operation sees comanagers Roger Morley and Ryan McAllister construct a portfolio in...

Click here to read this analyst report
Morningstar Pillars
PeopleHigh
ParentAbove Average
ProcessHigh
Performance
Price
Política de Investimento: MFS Meridian Global Equity A1 USD
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. %24/06/2022
Ano-13.29
3 anos anualiz.6.68
5 anos anualiz.6.44
10 anos anualiz.10.62
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
26/09/2005
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 USD30/04/2022
Morningstar Style Box®
Estilo de obrigações
Asset Allocation
  % Long% Short% Net Assets
Acções99.280.0099.28
Obrigações0.000.000.00
Liquidez0.920.200.72
Outro0.000.000.00
5 principais regiões%
United States51.74
Eurozone18.92
Europe - ex Euro10.85
United Kingdom10.65
Canada3.86
5 maiores sectores%
Healthcare20.62
Industrials18.24
Consumer Defensive14.26
Financial Services14.07
Technology11.75
5 maiores posiçõesSector%
Thermo Fisher Scientific IncHealthcareHealthcare3.35
Visa Inc Class AFinancial ServicesFinancial Services3.17
Medtronic PLCHealthcareHealthcare2.76
Roche Holding AGHealthcareHealthcare2.74
Schneider Electric SEIndustrialsIndustrials2.71
MFS Meridian Global Equity A1 USD
This fund has performance data calculated prior to the inception date of the fund. This is based upon a simulated/extended track record and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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)