MFS Meridian Funds - European Smaller Companies Fund AH1 USD header image

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
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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.

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Source

https://www.mfs.com/de-de/investment-professional/product-strategies/meridian-funds/LU0219440681-european-smaller-companies-fund.html

Tags:
european equities small cap msci europe small-mid cap index

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OTHER SHARE CLASSES OF THIS FUND

MFS Meridian Funds - European Smaller Companies Fund W1 EUR
MFS Meridian Funds - European Smaller Companies Fund W1 EUR MFS Meridian Funds - European Smaller Companies Fund W1 EUR Valor: 21627729
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Annual Return

-50%0%+50%

Risk level

110
-0.32%EUR 24.83
MFS Meridian Funds - European Smaller Companies Fund C1 USD
MFS Meridian Funds - European Smaller Companies Fund C1 USD MFS Meridian Funds - European Smaller Companies Fund C1 USD Valor: 25740569
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.96%USD 14.46
MFS Meridian Funds - European Smaller Companies IS1 EUR
MFS Meridian Funds - European Smaller Companies IS1 EUR MFS Meridian Funds - European Smaller Companies IS1 EUR Valor: 43308695
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Annual Return

-50%0%+50%

Risk level

110
-0.31%EUR 564.69
MFS Meridian Funds - European Smaller Companies Fund N1 USD
MFS Meridian Funds - European Smaller Companies Fund N1 USD MFS Meridian Funds - European Smaller Companies Fund N1 USD Valor: 20326207
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.89%USD 17.88
MFS Meridian Funds - European Smaller Companies Fund I1 USD
MFS Meridian Funds - European Smaller Companies Fund I1 USD MFS Meridian Funds - European Smaller Companies Fund I1 USD Valor: 21627628
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.90%USD 19.77
MFS Meridian Funds - European Smaller Companies Fund WH1 USD
MFS Meridian Funds - European Smaller Companies Fund WH1 USD MFS Meridian Funds - European Smaller Companies Fund WH1 USD Valor: 25740834
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.33%USD 23.87
MFS Meridian Funds - European Smaller Companies Fund W1 USD
MFS Meridian Funds - European Smaller Companies Fund W1 USD MFS Meridian Funds - European Smaller Companies Fund W1 USD Valor: 25740812
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.88%USD 16.86
MFS Meridian Funds - European Smaller Companies Fund IH1 USD
MFS Meridian Funds - European Smaller Companies Fund IH1 USD MFS Meridian Funds - European Smaller Companies Fund IH1 USD Valor: 26592112
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.33%USD 220.47
MFS Meridian Funds - European Smaller Companies Fund A1 EUR
MFS Meridian Funds - European Smaller Companies Fund A1 EUR MFS Meridian Funds - European Smaller Companies Fund A1 EUR Valor: 1214189
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.31%EUR 79.30
MFS Meridian Funds - European Smaller Companies Fund A1 USD
MFS Meridian Funds - European Smaller Companies Fund A1 USD MFS Meridian Funds - European Smaller Companies Fund A1 USD Valor: 2192522
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.88%USD 39.31