MFS Meridian Funds - Global Concentrated Fund I1 GBP header image

MFS Meridian Funds - Global Concentrated Fund I1 GBP

Fund

ISIN LU0648598976 / Valor 13354374

NAV (2024-12-24)
GBP 518.81+0.80%

MFS Meridian Funds - Global Concentrated Fund I1 GBP
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General Objective

The fund's investment objective is to seek capital appreciation, measured in US dollars. It is a concentrated portfolio that generally invests in 50 or fewer global companies, selecting equity securities perceived by MFS as having above-average growth and undervalued compared with their perceived worth.

Fund Exposure

The fund is exposed to various sectors such as Financials, Health Care, Industrials, Consumer Staples, Information Technology, Materials, Consumer Discretionary, Communication Services, Energy, Real Estate, and Utilities. It focuses on operational risks and the long-term potential for change through fundamental analysis.

Risks

Investment in the fund may involve a high degree of risk and may not be suitable for all investors. The value of the fund can be volatile and could decrease substantially in a short period of time. 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/de-de/investment-professional/product-strategies/meridian-funds/LU0219441572-global-concentrated-fund.html

Tags:
esg msci world index large cap

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OTHER SHARE CLASSES OF THIS FUND

MFS Meridian Funds - Global Concentrated Fund W1 USD
MFS Meridian Funds - Global Concentrated Fund W1 USD MFS Meridian Funds - Global Concentrated Fund W1 USD Valor: 30120258
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.68%USD 20.69
MFS Meridian Funds - Global Concentrated Fund W1 EUR
MFS Meridian Funds - Global Concentrated Fund W1 EUR MFS Meridian Funds - Global Concentrated Fund W1 EUR Valor: 40120184
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.84%EUR 45.45
MFS Meridian Funds - Global Concentrated Fund N1 USD
MFS Meridian Funds - Global Concentrated Fund N1 USD MFS Meridian Funds - Global Concentrated Fund N1 USD Valor: 20326602
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.69%USD 23.36
MFS Meridian Funds - Global Concentrated Fund W1 GBP
MFS Meridian Funds - Global Concentrated Fund W1 GBP MFS Meridian Funds - Global Concentrated Fund W1 GBP Valor: 30392773
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.81%GBP 24.83
MFS Meridian Funds - Global Concentrated Fund WH1 EUR
MFS Meridian Funds - Global Concentrated Fund WH1 EUR MFS Meridian Funds - Global Concentrated Fund WH1 EUR Valor: 30120259
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.66%EUR 16.74
MFS Meridian Funds - Global Concentrated Fund A1 USD
MFS Meridian Funds - Global Concentrated Fund A1 USD MFS Meridian Funds - Global Concentrated Fund A1 USD Valor: 2195811
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.68%USD 71.24
MFS Meridian Funds - Global Concentrated Fund I1 EUR
MFS Meridian Funds - Global Concentrated Fund I1 EUR MFS Meridian Funds - Global Concentrated Fund I1 EUR Valor: 2195866
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.83%EUR 530.62
MFS Meridian Funds - Global Concentrated Fund A1 EUR
MFS Meridian Funds - Global Concentrated Fund A1 EUR MFS Meridian Funds - Global Concentrated Fund A1 EUR Valor: 2195854
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.84%EUR 43.46
MFS Meridian Funds - Global Concentrated Fund I1 USD
MFS Meridian Funds - Global Concentrated Fund I1 USD MFS Meridian Funds - Global Concentrated Fund I1 USD Valor: 2195863
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.69%USD 462.60
MFS Meridian Funds - Global Concentrated Fund WH1 GBP
MFS Meridian Funds - Global Concentrated Fund WH1 GBP MFS Meridian Funds - Global Concentrated Fund WH1 GBP Valor: 19086851
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.67%GBP 28.53