MFS Meridian Funds - Global Concentrated Fund N1 USD
ISIN LU0870262135 / Valor 20326602
MFS Meridian Funds - Global Concentrated Fund N1 USD
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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.
Source
https://www.mfs.com/de-de/investment-professional/product-strategies/meridian-funds/LU0219441572-global-concentrated-fund.html
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