MFS Meridian Funds - Contrarian Value W1 GBPRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 8.7 | 20.3 | 7.2 | 19.2 | 8.1 |
![]() | +/-Cat | 7.0 | 2.0 | 6.7 | 9.9 | 0.1 |
![]() | +/-B’mrk | - | -1.0 | 3.6 | 10.5 | -2.3 |
Category: Global Large-Cap Value Equity | ||||||
Category Benchmark: Morningstar Gbl Val TME NR USD |
Key Stats | ||
NAV 13/08/2024 | GBP 18.64 | |
Day Change | 0.43% | |
Morningstar Category™ | Global Large-Cap Value Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | LU1985812327 | |
Fund Size (Mil) 13/08/2024 | USD 1151.89 | |
Share Class Size (Mil) 31/07/2024 | USD 5.97 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 0.85% |
Investment Objective: MFS Meridian Funds - Contrarian Value W1 GBP |
The Fund’s investment objective is to seek capital appreciation measured in U.S. dollars. The Fund invests primarily (at least 70%) in equity securities. The Fund focuses its equity investments in developed market equity securities, but may also invest in emerging market equity securities. The Fund generally invests in 50 or fewer companies. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Anne-Christine Farstad 21/08/2019 | ||
Benjamin Tingling 21/08/2019 | ||
Click here to see others | ||
Inception Date 21/08/2019 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World Value NR USD | Morningstar Gbl Val TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for MFS Meridian Funds - Contrarian Value W1 GBP | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 4.22 |
![]() | ![]() | 3.91 |
![]() | ![]() | 3.88 |
![]() | ![]() | 3.49 |
![]() | ![]() | 3.45 |
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MFS Meridian Funds - Contrarian Value W1 GBP |