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MFS Meridian Funds-Global Research Focused A1 USD

Ranked 11 out of 27 in - Global over 12 months
All calculations are in USD unless stated

Objective

The Funds 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), companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies. The Fund may invest in companies of any size. The Fund may invest a relatively large percentage of its assets in a small number of companies.

Showing fund performance in Peru View performance globally

Performance

Global over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.5% 3.1%
2017 23.3% 7.2% 6.7% 3.5% 4.2%
2016 3.3% -1.5% 2.2% 5.1% -2.5%
2015 -2.1% 2.5% 1.1% -9.0% 3.8%
2014 1.0% 0.2% 3.9% -3.1% 0.1%
2013 22.6% 5.9% 0.4% 7.9% 6.8%
2012 14.8% 12.5% -6.5% 6.8% 2.2%
2011 -8.7% 3.7% 2.3% -19.4% 6.8%
2010 10.2% 0.4% -13.3% 16.7% 8.5%
2009 29.7% -13.9% 23.2% 19.8% 2.1%
2008 -43.2% -8.6% -1.3% -20.4% -20.9%
2007 11.9% 2.1% 7.3% 2.7% -0.6%
2006 26.0% 10.6% -0.8% 5.0% 9.3%
2005 5.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2018

Top 10 Holdings

Stock Size
Salesforce.Com Inc ORD 3.64%
Honeywell International Inc ORD 3.09%
Facebook Inc ORD 2.99%
LVMH Moet Hennessy Louis Vuitton SE ORD 2.92%
Medtronic PLC ORD 2.88%
BP PLC ORD 2.83%
Mondelez International Inc ORD 2.79%
Citigroup Inc ORD 2.53%
KDDI Corp ORD 2.51%
CMS Energy Corp ORD 2.46%
31/07/2018

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Chile
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Hong Kong
  9. Italy
  10. Luxembourg
  11. Netherlands
  12. Norway
  13. Peru
  14. Singapore
  15. Spain
  16. Sweden
  17. Switzerland
  18. Taiwan
  19. United Kingdom

Fund Info

  • Launch date26/09/2005
  • Share Class size154Mn
  • Base currencyUSD
  • ISIN LU0219441143

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.05%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).