MFS Meridian Funds - Global Opportunistic Bond Fund I1 USD header image

MFS Meridian Funds - Global Opportunistic Bond Fund I1 USD

Fund

ISIN LU1340703666 / Valor 30915357

NAV (2025-01-16)
USD 120.62+0.26%

MFS Meridian Funds - Global Opportunistic Bond Fund I1 USD
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General Objective

The fund aims to invest broadly across global fixed income markets with active sector and country allocation based on a top-down and bottom-up assessment of market conditions. The objective is to generate attractive long-term risk-adjusted returns through a flexible and adaptable approach to risk allocation.

Fund Exposure

The fund's exposure includes sectors such as non-U.S. sovereigns, U.S. treasuries, investment-grade corporates, emerging markets debt, mortgage-backed securities, high-yield corporates, collateralized loan obligations, and various other fixed income instruments. The portfolio structure also includes a mix of long and short positions in different countries and asset classes.

Risks

Investing in the fund may involve a high degree of risk, including bond risk, mortgage-backed risk, emerging markets risk, derivatives risk, high yield risk, and geographic risk. The value of the fund can be volatile and may 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/en-gb/investment-professional/product-strategies/meridian-funds/LU1340702692-global-opportunistic-bond-fund.html

Tags:
bloomberg global aggregate index debt instruments developed markets

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OTHER SHARE CLASSES OF THIS FUND

MFS Meridian Funds - Global Opportunistic Bond Fund AH1 EUR
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Annual Return

-50%0%+50%

Risk level

110
0.21%EUR 9.57
MFS Meridian Funds - Global Opportunistic Bond Fund IH1 EUR
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Annual Return

-50%0%+50%

Risk level

110
0.25%EUR 101.93
MFS Meridian Funds - Global Opportunistic Bond Fund Z1 USD
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Annual Return

-50%0%+50%

Risk level

110
0.26%USD 125.47
MFS Meridian Funds - Global Opportunistic Bond IH2 GBP
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Risk level

110
0.25%GBP 93.92
MFS Meridian Funds - Global Opportunistic Bond Fund C2 USD
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Annual Return

-50%0%+50%

Risk level

110
0.22%USD 9.31
MFS Meridian Funds - Global Opportunistic Bond Fund IH1 GBP
MFS Meridian Funds - Global Opportunistic Bond Fund IH1 GBP MFS Meridian Funds - Global Opportunistic Bond Fund IH1 GBP Valor: 30915359
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Annual Return

-50%0%+50%

Risk level

110
0.25%GBP 110.99
MFS Meridian Funds - Global Opportunistic Bond Fund N2 USD
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Annual Return

-50%0%+50%

Risk level

110
0.22%USD 9.32
MFS Meridian Funds - Global Opportunistic Bond Fund WH1 EUR
MFS Meridian Funds - Global Opportunistic Bond Fund WH1 EUR MFS Meridian Funds - Global Opportunistic Bond Fund WH1 EUR Valor: 30915442
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Annual Return

-50%0%+50%

Risk level

110
0.20%EUR 10.10
MFS Meridian Funds - Global Opportunistic Bond Fund A1 USD
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Annual Return

-50%0%+50%

Risk level

110
0.26%USD 11.40
MFS Meridian Funds - Global Opportunistic Bond Fund PH EUR
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Annual Return

-50%0%+50%

Risk level

110
0.21%EUR 9.60