MFS Meridian Funds - Contrarian Value A1 EURRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | 17.7 | 5.0 | |
+/-Cat | - | - | - | 8.4 | -0.9 | |
+/-B’mrk | - | - | - | 8.9 | -3.1 | |
Category: Global Large-Cap Value Equity | ||||||
Category Benchmark: Morningstar Gbl Val TME NR USD |
Key Stats | ||
NAV 15/07/2024 | EUR 17.51 | |
Day Change | -0.45% | |
Morningstar Category™ | Global Large-Cap Value Equity | |
ISIN | LU2459474701 | |
Fund Size (Mil) 15/07/2024 | USD 1103.28 | |
Share Class Size (Mil) 15/07/2024 | EUR 69.03 | |
Max Initial Charge | 6.00% | |
Ongoing Charge 31/01/2023 | 1.85% |
Investment Objective: MFS Meridian Funds - Contrarian Value A1 EUR |
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 17/05/2022 |
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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 A1 EUR | 31/05/2024 |
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Top 5 Holdings | Sector | % |
Novonesis AS Class B | Basic Materials | 4.59 |
Weir Group PLC | Industrials | 3.94 |
Spectris PLC | Technology | 3.52 |
Fortum Oyj | Utilities | 3.50 |
Teck Resources Ltd Class B (Sub ... | Basic Materials | 3.00 |
Increase Decrease New since last portfolio | ||
MFS Meridian Funds - Contrarian Value A1 EUR |