MFS Meridian Funds - Prudent Capital Fund W1 GBPRegister to Unlock Ratings |
Performance History | 31/08/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 8.0 | 3.1 | -3.4 | 9.9 | 1.8 | |
+/-Cat | 3.8 | -5.2 | 0.0 | 5.8 | -2.5 | |
+/-B’mrk | - | -5.4 | -0.8 | 2.5 | -3.9 | |
Category: USD Moderate Allocation | ||||||
Category Benchmark: Morningstar EAA USD Mod Tgt... |
Key Stats | ||
NAV 26/09/2024 | GBP 14.49 | |
Day Change | 0.14% | |
Morningstar Category™ | USD Moderate Allocation | |
IA (formerly IMA) Sector | Flexible Investment | |
ISIN | LU1442549611 | |
Fund Size (Mil) 26/09/2024 | USD 2957.21 | |
Share Class Size (Mil) 31/08/2024 | USD 16.19 | |
Max Initial Charge | - | |
Ongoing Charge 15/12/2023 | 0.92% |
Morningstar Research |
Analyst Report | 07/12/2023 Francesco Paganelli, Senior Analyst Morningstar, Inc |
MFS Meridian Prudent Capital is led by a strong group of portfolio managers with access to a vast research platform. The strategy’s robust process plays to the group’s strengths and adds to its appeal. One share class earns a Morningstar Analyst... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 25 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: MFS Meridian Funds - Prudent Capital Fund W1 GBP |
The Fund’s objective is capital appreciation, measured in U.S. dollars. The Investment Manager normally invests the Fund’s assets across different asset classes, including an allocation to equity securities and an allocation to debt instruments and cash-equivalents (defined as bank deposits, money market instruments, units of money market funds and reverse repurchase transactions), based on its view of the relative value of different types of securities and/or other market conditions. The Investment Manager expects the Fund’s allocations among asset classes will normally fall within the following ranges: 50% to 90% in equity securities, and 10% to 50% in debt instruments and cash-equivalents. However, the Fund may invest outside of these ranges and its exposure to these asset classes may vary significantly from time to time. 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). |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
David Cole 03/11/2016 | ||
Edward Dearing 01/03/2018 | ||
Click here to see others | ||
Inception Date 02/11/2016 |
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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 Capital Fund W1 GBP | 31/07/2024 |
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