MFS Meridian Funds - Global Listed Infrastructure N1 USD
ISIN LU2622117039 / Valor 12689198
MFS Meridian Funds - Global Listed Infrastructure N1 USD
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General Objective
The fund primarily invests in listed equity securities of infrastructure companies, with a focus on developed market equity securities but also including emerging market equity securities. The fund may also invest in quasi-public issuers or closed-ended real estate investment trusts (REITs) and may concentrate its investments in a small number of issuers, countries, and/or geographic regions.
Fund Exposure
The fund's exposure includes a mix of developed and emerging market equity securities, with a focus on infrastructure companies. The fund may also invest in quasi-public issuers or closed-ended REITs. Additionally, the fund promotes an environmental characteristic under Article 8 of Regulation (EU) 2019/2088 and considers environmental, social, and governance (ESG) factors in its fundamental analysis.
Risks
The fund's investments may deviate significantly from the benchmark (FTSE Global Core Infrastructure 50/50 Index) and may invest outside of the benchmark to take advantage of attractive opportunities. Additionally, the fund may invest a relatively large percentage of assets in a small number of issuers, countries, and/or geographic regions, which could increase concentration risk.
Source
https://www.mfs.com/de-de/investment-professional/product-strategies/meridian-funds/LU2622116148-global-listed-infrastructure-fund-share-AH1EUR.html
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