MFS Meridian Funds - European Value Fund A1 EURRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 9.7 | 15.2 | -10.2 | 6.8 | 2.5 |
![]() | +/-Cat | 5.3 | -0.2 | -1.9 | -4.8 | -3.4 |
![]() | +/-B’mrk | 7.1 | -2.5 | -5.7 | -6.4 | -5.0 |
Category: Europe Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar DM Eur TME NR EUR |
Key Stats | ||
NAV 14/08/2024 | EUR 61.20 | |
Day Change | 0.79% | |
Morningstar Category™ | Europe Large-Cap Blend Equity | |
ISIN | LU0125951151 | |
Fund Size (Mil) 14/08/2024 | EUR 2423.67 | |
Share Class Size (Mil) 14/08/2024 | EUR 1059.51 | |
Max Initial Charge | 6.00% | |
Ongoing Charge 31/01/2023 | 1.91% |
Investment Objective: MFS Meridian Funds - European Value Fund A1 EUR |
The Fund’s objective is capital appreciation, measured in euros. The Fund invests primarily (at least 70%) in European equity securities. Some of the countries in Europe, primarily those in Eastern Europe, are currently considered emerging market economies. The Fund generally focuses its investments in companies it believes to be undervalued compared to their intrinsic value (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. 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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Management | ||
Manager Name Start Date | ||
Florence Taj 01/09/2018 | ||
Gabrielle Gourgey 15/02/2013 | ||
Click here to see others | ||
Inception Date 01/10/2002 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI Europe NR EUR | Morningstar DM Eur TME NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for MFS Meridian Funds - European Value Fund A1 EUR | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 3.98 |
![]() | ![]() | 3.28 |
![]() | ![]() | 3.17 |
![]() | ![]() | 2.91 |
![]() | ![]() | 2.78 |
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MFS Meridian Funds - European Value Fund A1 EUR |