MFS Meridian Funds - Managed Wealth Fund WH1 GBP header image

MFS Meridian Funds - Managed Wealth Fund WH1 GBP

Fund

ISIN LU1280180420 / Valor 29325656

NAV (2025-01-10)
GBP 10.77-0.28%

MFS Meridian Funds - Managed Wealth Fund WH1 GBP
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General Objective

The fund is a global long/short equity fund that seeks to grow capital through strategic investments in three MFS equity strategies, moderate volatility relative to the overall equity market by adjusting equity market exposure, and manage against significant market declines.

Fund Exposure

The fund is diversified across equity markets through three established MFS strategies, with a net equity exposure of 87.7%. The top currency weights include the United States Dollar at 70.6%, Euro at 11.2%, Japanese Yen at 5.0%, Swiss Franc at 4.4%, and British Pound Sterling at 4.1%.

Risks

Investment in the fund may involve a high degree of risk, with the value of the fund being volatile and could decrease substantially in a short period of time. Investors should consider risks related to currency movements between their investing currency and the portfolio's base currency, as well as stock risk, derivatives risk, strategy risk, and allocation risk associated with the fund.

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Source

https://www.mfs.com/en-de/investment-professional/product-strategies/meridian-funds/LU1280180776-managed-wealth-fund.html

Tags:
emerging markets developed markets msci world index

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OTHER SHARE CLASSES OF THIS FUND

MFS Meridian Funds - Managed Wealth Fund I1 GBP
MFS Meridian Funds - Managed Wealth Fund I1 GBP MFS Meridian Funds - Managed Wealth Fund I1 GBP Valor: 29328291
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Annual Return

-50%0%+50%

Risk level

110
1.00%GBP 148.20
MFS Meridian Funds - Managed Wealth Fund AH1 EUR
MFS Meridian Funds - Managed Wealth Fund AH1 EUR MFS Meridian Funds - Managed Wealth Fund AH1 EUR Valor: 29325116
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.22%EUR 8.92
MFS Meridian Funds - Managed Wealth Fund C1 USD
MFS Meridian Funds - Managed Wealth Fund C1 USD MFS Meridian Funds - Managed Wealth Fund C1 USD Valor: 29328297
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Annual Return

-50%0%+50%

Risk level

110
-0.30%USD 9.87
MFS Meridian Funds - Managed Wealth Fund A1 USD
MFS Meridian Funds - Managed Wealth Fund A1 USD MFS Meridian Funds - Managed Wealth Fund A1 USD Valor: 29323861
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.28%USD 10.59
MFS Meridian Funds - Managed Wealth Fund W1 USD
MFS Meridian Funds - Managed Wealth Fund W1 USD MFS Meridian Funds - Managed Wealth Fund W1 USD Valor: 29325649
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Annual Return

-50%0%+50%

Risk level

110
-0.26%USD 11.61
MFS Meridian Funds - Managed Wealth Fund IH1 EUR
MFS Meridian Funds - Managed Wealth Fund IH1 EUR MFS Meridian Funds - Managed Wealth Fund IH1 EUR Valor: 29328287
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.25%EUR 98.65
MFS Meridian Funds - Managed Wealth Fund I1 EUR
MFS Meridian Funds - Managed Wealth Fund I1 EUR MFS Meridian Funds - Managed Wealth Fund I1 EUR Valor: 29327330
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.44%EUR 127.83
MFS Meridian Funds - Managed Wealth Fund N1 USD
MFS Meridian Funds - Managed Wealth Fund N1 USD MFS Meridian Funds - Managed Wealth Fund N1 USD Valor: 29325128
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.30%USD 10.08
MFS Meridian Funds - Managed Wealth Fund I1 USD
MFS Meridian Funds - Managed Wealth Fund I1 USD MFS Meridian Funds - Managed Wealth Fund I1 USD Valor: 29325727
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.26%USD 116.75
MFS Meridian Funds - Managed Wealth Fund WH1 EUR
MFS Meridian Funds - Managed Wealth Fund WH1 EUR MFS Meridian Funds - Managed Wealth Fund WH1 EUR Valor: 30120291
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.31%EUR 9.77