MFS Meridian Funds - Prudent Wealth Fund W1 GBPRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 12.4 | 4.9 | -5.9 | 8.9 | 1.8 |
![]() | +/-Cat | 8.2 | -3.4 | -2.6 | 4.7 | -3.2 |
![]() | +/-B’mrk | - | -3.7 | -3.4 | 1.5 | -4.5 |
Category: USD Moderate Allocation | ||||||
Category Benchmark: Morningstar EAA USD Mod Tgt... |
Key Stats | ||
NAV 14/08/2024 | GBP 18.50 | |
Day Change | 0.33% | |
Morningstar Category™ | USD Moderate Allocation | |
IA (formerly IMA) Sector | Specialist | |
ISIN | LU1320600023 | |
Fund Size (Mil) 13/08/2024 | USD 2481.64 | |
Share Class Size (Mil) 31/07/2024 | USD 3.77 | |
Max Initial Charge | - | |
Ongoing Charge 15/12/2023 | 1.26% |
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 W1 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. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Edward Dearing 01/03/2018 | ||
Barnaby Wiener 04/03/2008 | ||
Inception Date 07/12/2015 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR USD | Morningstar EAA USD Mod Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for MFS Meridian Funds - Prudent Wealth Fund W1 GBP | 30/06/2024 |
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