MFS Meridian Funds - European Smaller Companies Fund AH1 USD
Fund
ISIN LU1123736164 / Valor 25740558
NAV (2025-02-07)
USD 23.05-0.30%
MFS Meridian Funds - European Smaller Companies Fund AH1 USD
UMushroom community rating:
0.00
0 votes
No rating yet
NegativeNeutralPositive
General Objective
The fund's general objective is to seek capital appreciation, measured in euros, by primarily investing in equity securities of European smaller companies. The focus is on downside risk by seeking to invest in high-quality, durable businesses with strong growth prospects.
Fund Exposure
The fund is exposed to a portfolio structure that consists mainly of stocks (94.1%) and cash & cash equivalents (5.9%). The sector breakdown includes a focus on Industrials, Materials, Consumer Staples, Consumer Discretionary, Communication Services, Health Care, Financials, Real Estate, Energy, Utilities, and Information Technology. The fund's exposure is driven by company/industry fundamental strengths and growth prospects rather than the country of domicile.
Risks
Investment in the fund may involve a high degree of risk, including stock risk, geographic risk, and small-cap risk. The value of the fund can be volatile and could decrease substantially in a short period of time. Additionally, investors should consider risks related to currency movements between their investing currency and the portfolio's base currency, if different.