MFS Meridian Funds - Prudent Wealth Fund WH1 GBPRegister to Unlock Ratings |
Performance History | 31/10/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 14.1 | 3.3 | -17.3 | 14.0 | 3.0 | |
+/-Cat | 10.1 | -4.7 | -6.8 | 6.5 | -3.0 | |
+/-B’mrk | 8.9 | -4.7 | -8.0 | 4.7 | -3.9 | |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 21/11/2024 | GBP 20.88 | |
Day Change | 0.10% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | Specialist | |
ISIN | LU0583244008 | |
Fund Size (Mil) 21/11/2024 | USD 2208.16 | |
Share Class Size (Mil) 31/10/2024 | USD 1.28 | |
Max Initial Charge | - | |
Ongoing Charge 05/11/2024 | 1.30% |
Morningstar Research |
Analyst Report | 07/12/2023 Francesco Paganelli, Senior Analyst Morningstar, Inc |
MFS Meridian Prudent Wealth is a strong offering for investors seeking a risk-conscious exposure to global stocks, thanks to a well-supported veteran portfolio manager and a robust investment process, although high fees on some share classes... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 25 |
Parent | 24 |
Process | 25 |
Performance | |
Price |
Investment Objective: MFS Meridian Funds - Prudent Wealth Fund WH1 GBP |
The Fund’s objective is capital appreciation, measured in U.S. dollars. The Fund normally focuses its investments in equity securities of issuers located in developed and emerging market countries, however the Fund may invest without limit in debt instruments of corporate and government issuers and securitized instruments, as well as cash-equivalents, based on the Investment Manager’s view of the relative value of different types of securities and/or other market conditions. The Investment Manager seeks to reduce the volatility of the Fund’s returns relative to the global equity markets, as represented by the MSCI World Index (USD). The Fund may invest in companies it believes to have above average earnings growth potential compared to other companies, in companies it believes are undervalued compared to their perceived worth, or in a combination of growth and value companies. The Fund may invest in companies of any size. |
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Management | ||
Manager Name Start Date | ||
David Cole 31/03/2023 | ||
Edward Dearing 31/12/2019 | ||
Click here to see others | ||
Inception Date 01/02/2011 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR USD | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for MFS Meridian Funds - Prudent Wealth Fund WH1 GBP | 30/09/2024 |
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