MFS Meridian Funds - European Research Fund IH1 USDRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -0.9 | 20.8 | 2.8 | 6.6 | 9.1 |
![]() | +/-Cat | - | - | - | - | - |
![]() | +/-B’mrk | - | - | - | - | - |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 14/08/2024 | USD 253.65 | |
Day Change | 0.05% | |
Morningstar Category™ | Other Equity | |
ISIN | LU0982389560 | |
Fund Size (Mil) 13/08/2024 | EUR 858.98 | |
Share Class Size (Mil) 31/07/2024 | EUR 6.00 | |
Max Initial Charge | - | |
Ongoing Charge 31/01/2023 | 0.87% |
Investment Objective: MFS Meridian Funds - European Research Fund IH1 USD |
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 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 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 | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Gabrielle Gourgey 16/01/2006 | ||
Inception Date 13/11/2013 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI Europe NR EUR | - |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for MFS Meridian Funds - European Research Fund IH1 USD | 30/06/2024 |
|
|
Top 5 Holdings | Sector | % |
![]() | ![]() | 4.74 |
![]() | ![]() | 3.84 |
![]() | ![]() | 3.72 |
![]() | ![]() | 3.36 |
![]() | ![]() | 3.18 |
![]() | ||
![]() ![]() ![]() | ||
MFS Meridian Funds - European Research Fund IH1 USD |