MFS Meridian Funds - Global Total Return Fund C2 USD
ISIN LU0219492567 / Valor 2195780
MFS Meridian Funds - Global Total Return Fund C2 USD
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General Objective
The fund's general objective is to seek total return, measured in US dollars, through a conservative approach to investing in global larger cap companies and global bonds.
Fund Exposure
The fund is characterized by allocating assets at approximately 60% in stocks and 40% in bonds. The top equity sectors include Financials, Industrials, Consumer Staples, Health Care, and Information Technology. The fund is exposed to the United States Dollar, Euro, Japanese Yen, British Pound Sterling, and Swiss Franc as the top currency weights.
Risks
Investment in the fund may involve a high degree of risk, including stock risk, bond risk, emerging market risk, derivatives, and value 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.
Source
https://www.mfs.com/de-de/investment-professional/product-strategies/meridian-funds/LU0219441499-global-total-return-fund.html
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