MFS Meridian Funds - Global Opportunistic Bond IH2 EUR header image

MFS Meridian Funds - Global Opportunistic Bond IH2 EUR

Fund

ISIN LU2065730587 / Valor 50579353

NAV (2025-04-25)
EUR 86.26+0.15%

MFS Meridian Funds - Global Opportunistic Bond IH2 EUR
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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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Annual Return

-50%0%+50%

Risk level

110
0.10%EUR 9.74
MFS Meridian Funds - Global Opportunistic Bond Fund W2 USD
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110
0.21%USD 9.37
MFS Meridian Funds - Global Opportunistic Bond Fund W1 USD
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Annual Return

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Risk level

110
0.16%USD 12.18
MFS Meridian Funds - Global Opportunistic Bond Fund A1 EUR
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Annual Return

-50%0%+50%

Risk level

110
0.44%EUR 11.33
MFS Meridian Funds - Global Opportunistic Bond Fund N1 USD
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Risk level

110
0.18%USD 11.10
MFS Meridian Funds - Global Opportunistic Bond Fund WH1 GBP
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Annual Return

-50%0%+50%

Risk level

110
0.18%GBP 11.31
MFS Meridian Funds - Global Opportunistic Bond Fund I1 USD
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0.16%USD 122.90
MFS Meridian Funds - Global Opportunistic Bond Fund W1 EUR
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Annual Return

-50%0%+50%

Risk level

110
0.43%EUR 11.79
MFS Meridian Funds - Global Opportunistic Bond Fund A2 USD
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Annual Return

-50%0%+50%

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110
0.11%USD 9.40
MFS Meridian Funds - Global Opportunistic Bond Fund P1 EUR
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Annual Return

-50%0%+50%

Risk level

110
0.35%EUR 11.33