MFS Meridian Funds - Global Concentrated Fund A1 EURRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 10.7 | 19.0 | -8.4 | 5.6 | 2.1 |
![]() | +/-Cat | 0.1 | 1.0 | 1.0 | -7.2 | -7.4 |
![]() | +/-B’mrk | -1.5 | -0.6 | -0.6 | -9.7 | -10.1 |
Category: Global Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar Global TME NR USD |
Key Stats | ||
NAV 14/08/2024 | EUR 39.48 | |
Day Change | 0.93% | |
Morningstar Category™ | Global Large-Cap Blend Equity | |
ISIN | LU0219418919 | |
Fund Size (Mil) 14/08/2024 | USD 458.10 | |
Share Class Size (Mil) 31/07/2024 | USD 38.30 | |
Max Initial Charge | 6.00% | |
Ongoing Charge 17/02/2023 | 2.05% |
Morningstar Research |
Analyst Report | 23/01/2024 Tim Wong, Director Morningstar, Inc |
MFS Meridian Global Concentrated is a superb strategy in our eyes. Its portfolio managers continue to astutely prioritise business quality while staying level-headed on valuations here, staying patient and acting prudently when required.... | |
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 - Global Concentrated Fund A1 EUR |
The Fund’s objective is capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in equity securities of companies located in developed and emerging market countries. The Fund focuses its investments in equity securities of companies located in developed market countries. The Fund generally invests in 50 or fewer companies. 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 generally focuses its investments in larger companies, but 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 | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Roger Morley 01/01/2012 | ||
Sanjay Natarajan 22/08/2011 | ||
Click here to see others | ||
Inception Date 26/09/2005 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR USD | Morningstar Global TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for MFS Meridian Funds - Global Concentrated Fund A1 EUR | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 5.60 |
![]() | ![]() | 5.07 |
![]() | ![]() | 4.95 |
![]() | ![]() | 4.88 |
![]() | ![]() | 4.63 |
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MFS Meridian Funds - Global Concentrated Fund A1 EUR |