MFS Meridian Funds - Emerging Markets Debt Local Currency Fund W1 USD header image

MFS Meridian Funds - Emerging Markets Debt Local Currency Fund W1 USD

Fund

ISIN LU0458495461 / Valor 10998157

NAV (2025-02-06)
USD 12.05+0.25%

MFS Meridian Funds - Emerging Markets Debt Local Currency Fund W1 USD
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General Objective

The fund aims to offer exposure to the return potential of emerging market debt in local currency and potentially higher yields relative to other sovereign debt markets.

Fund Exposure

The fund is characterized by a disciplined risk management approach that focuses on managing exposures to country-specific and global risk factors. It follows a fundamentally-driven investment process that focuses on country-level macroeconomic imbalances and sovereign risks to identify alpha opportunities. The fund seeks to anticipate and position for adjustments needed to restore macroeconomic balances by establishing positions in rates and currencies to capitalize on expected price movements.

Risks

Investors should be aware of the risks associated with this fund, including bond risk, emerging markets risk, derivatives risk, high yield risk, and local currency risk. The value of the fund can be volatile and may decrease substantially in a short period of time. Additionally, investors should consider the risks related to currency movements between their investing currency and the portfolio's base currency, if different.

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Source

https://www.mfs.com/en-gb/investment-professional/product-strategies/meridian-funds/LU0406718626-emerging-markets-debt-local-currency-fund.html

Tags:
emerging markets jpmorgan embi global debt

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OTHER SHARE CLASSES OF THIS FUND

MFS Meridian Funds - Emerging Markets Debt Local Currency Fund C1 USD
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Annual Return

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Risk level

110
0.18%USD 11.41
MFS Meridian Funds - Emerging Markets Debt Local Currency Fund C2 USD
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MFS Meridian Funds - Emerging Markets Debt Local Currency Fund WH1 EUR
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MFS Meridian Funds - Emerging Markets Debt Local Currency Fund A1 EUR
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