MFS Meridian Funds - Global Equity Income Fund N2 USD header image

MFS Meridian Funds - Global Equity Income Fund N2 USD

Fund

ISIN LU1280185817 / Valor 29325124

NAV (2025-02-13)
USD 16.19+1.12%

MFS Meridian Funds - Global Equity Income Fund N2 USD
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General Objective

The fund aims to seek total return through a combination of current income and capital appreciation, measured in US dollars.

Fund Exposure

The fund focuses on investing in above-average quality companies that are trading at favorable valuations with an investment catalyst. It targets companies with relatively high dividend yields and/or long-term capital appreciation potential. The portfolio structure includes exposure to various sectors such as Consumer Staples, Financials, Health Care, Energy, and more.

Risks

Investment in the fund may involve a high degree of risk, including stock risk, emerging markets risk, strategy risk, quantitative strategy risk, and real estate risk. The value of the fund can be volatile and could decrease substantially in a short period of time. Investors should also consider risks related to currency movements between their investing currency and the portfolio's base currency.

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Source

https://www.mfs.com/de-de/investment-professional/product-strategies/meridian-funds/LU0219441069-global-equity-fund.html

Tags:
global equities msci world index dividend stocks

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OTHER SHARE CLASSES OF THIS FUND

MFS Meridian Funds - Global Equity Income Fund I1 EUR
MFS Meridian Funds - Global Equity Income Fund I1 EUR MFS Meridian Funds - Global Equity Income Fund I1 EUR Valor: 29325655
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.39%EUR 221.13
MFS Meridian Funds - Global Equity Income Fund I1 USD
MFS Meridian Funds - Global Equity Income Fund I1 USD MFS Meridian Funds - Global Equity Income Fund I1 USD Valor: 29325653
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.10%USD 205.94
MFS Meridian Funds - Global Equity Income Fund N1 USD
MFS Meridian Funds - Global Equity Income Fund N1 USD MFS Meridian Funds - Global Equity Income Fund N1 USD Valor: 29325119
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.07%USD 17.90
MFS Meridian Funds - Global Equity Income Fund W2 USD
MFS Meridian Funds - Global Equity Income Fund W2 USD MFS Meridian Funds - Global Equity Income Fund W2 USD Valor: 29325246
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.12%USD 16.26
MFS Meridian Funds - Global Equity Income Fund A2 USD
MFS Meridian Funds - Global Equity Income Fund A2 USD MFS Meridian Funds - Global Equity Income Fund A2 USD Valor: 29323865
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.06%USD 16.27
MFS Meridian Funds - Global Equity Income Fund W1 USD
MFS Meridian Funds - Global Equity Income Fund W1 USD MFS Meridian Funds - Global Equity Income Fund W1 USD Valor: 29325127
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.14%USD 20.46
MFS Meridian Funds - Global Equity Income Fund WH1 GBP
MFS Meridian Funds - Global Equity Income Fund WH1 GBP MFS Meridian Funds - Global Equity Income Fund WH1 GBP Valor: 29325647
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.11%GBP 18.18
MFS Meridian Funds - Global Equity Income Fund A1 USD
MFS Meridian Funds - Global Equity Income Fund A1 USD MFS Meridian Funds - Global Equity Income Fund A1 USD Valor: 29323856
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.08%USD 18.77
MFS Meridian Funds - Global Equity Income Fund C2 USD
MFS Meridian Funds - Global Equity Income Fund C2 USD MFS Meridian Funds - Global Equity Income Fund C2 USD Valor: 29327333
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.07%USD 16.10
MFS Meridian Funds - Global Equity Income Fund C1 USD
MFS Meridian Funds - Global Equity Income Fund C1 USD MFS Meridian Funds - Global Equity Income Fund C1 USD Valor: 29327331
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.10%USD 17.49