MFS Meridian Funds - Prudent Wealth Fund WH1 GBP header image

MFS Meridian Funds - Prudent Wealth Fund WH1 GBP

Fund

ISIN LU0583244008 / Valor 12580792

NAV (2025-12-12)
GBP 23.76%

MFS Meridian Funds - Prudent Wealth Fund WH1 GBP
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The MFS Meridian Prudent Wealth Fund is a globally diversified investment portfolio managed by an experienced team. It primarily invests in international equities tracked by the MSCI World Index, incorporates bonds to provide stability, and uses derivatives to manage risk and enhance potential returns. The fund actively balances long and short positions across various asset classes to pursue steady wealth growth while carefully managing volatility.

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Tags:
esg global equities msci world index ice bofa merrill lynch 0-3 month u.s. t-bill index

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OTHER SHARE CLASSES OF THIS FUND

MFS Meridian Funds - Prudent Wealth Fund W1 EUR
MFS Meridian Funds - Prudent Wealth Fund W1 EUR MFS Meridian Funds - Prudent Wealth Fund W1 EUR Valor: 40120200
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Annual Return

-50%0%+50%

Risk level

110
0.00%EUR 28.21
MFS Meridian Funds - Prudent Wealth Fund A1 USD
MFS Meridian Funds - Prudent Wealth Fund A1 USD MFS Meridian Funds - Prudent Wealth Fund A1 USD Valor: 3850846
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Annual Return

-50%0%+50%

Risk level

110
0.00%USD 25.06
MFS Meridian Funds - Prudent Wealth Fund AH1 EUR
MFS Meridian Funds - Prudent Wealth Fund AH1 EUR MFS Meridian Funds - Prudent Wealth Fund AH1 EUR Valor: 19080781
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Annual Return

-50%0%+50%

Risk level

110
0.00%EUR 16.15
MFS Meridian Funds - Prudent Wealth Fund I1 USD
MFS Meridian Funds - Prudent Wealth Fund I1 USD MFS Meridian Funds - Prudent Wealth Fund I1 USD Valor: 3851073
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Annual Return

-50%0%+50%

Risk level

110
0.00%USD 293.43
MFS Meridian Funds - Prudent Wealth Fund WH1 EUR
MFS Meridian Funds - Prudent Wealth Fund WH1 EUR MFS Meridian Funds - Prudent Wealth Fund WH1 EUR Valor: 30120293
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Annual Return

-50%0%+50%

Risk level

110
0.00%EUR 14.72
MFS Meridian Funds - Prudent Wealth Fund A1 EUR
MFS Meridian Funds - Prudent Wealth Fund A1 EUR MFS Meridian Funds - Prudent Wealth Fund A1 EUR Valor: 12580783
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Annual Return

-50%0%+50%

Risk level

110
0.00%EUR 26.60
MFS Meridian Funds - Prudent Wealth Fund N1 USD
MFS Meridian Funds - Prudent Wealth Fund N1 USD MFS Meridian Funds - Prudent Wealth Fund N1 USD Valor: 20327478
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Annual Return

-50%0%+50%

Risk level

110
0.00%USD 18.85
MFS Meridian Funds - Prudent Wealth Fund W1 USD
MFS Meridian Funds - Prudent Wealth Fund W1 USD MFS Meridian Funds - Prudent Wealth Fund W1 USD Valor: 12580787
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Annual Return

-50%0%+50%

Risk level

110
0.00%USD 25.29
MFS Meridian Funds - Prudent Wealth Fund C1 USD
MFS Meridian Funds - Prudent Wealth Fund C1 USD MFS Meridian Funds - Prudent Wealth Fund C1 USD Valor: 3850903
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Annual Return

-50%0%+50%

Risk level

110
0.00%USD 21.76
MFS Meridian Funds - Prudent Wealth Fund I1 EUR
MFS Meridian Funds - Prudent Wealth Fund I1 EUR MFS Meridian Funds - Prudent Wealth Fund I1 EUR Valor: 12580784
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Annual Return

-50%0%+50%

Risk level

110
0.02%EUR 308.14