MFS Meridian Funds-Continental European Eq A1 EUR

Ranked 8 out of 128 in - Europe Excluding UK over 12 months
All calculations are in GBP unless stated

Managed by

Matthew Barrett

Matthew Barrett is an investment officer and equity portfolio manager at MFS Investment Management and manages European Equity ex UK strategies. He is also an equity analyst and heads the company’s European research coverage of consumer staples stocks. Prior to joining MFS in 2000, he was an associate director at Newport Capital, where he specialised in Asian equities.

Objective

The Funds objective is capital appreciation, measured in Euros. The Fund invests primarily (at least 70%) in continental European equity securities. Some of the countries in continental Europe, primarily those in Eastern Europe, are currently considered emerging market economies.

Showing fund performance in United Kingdom View performance globally

Performance

Europe Excluding UK over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.6%
2018 -5.0% -4.6% 8.6% 2.4% -10.4%
2017 18.2% 7.6% 5.7% 1.9% 2.1%
2016 18.7% 1.8% 5.8% 9.6% 0.6%
2015 6.9% 11.0% -6.0% -2.4% 4.9%
2014 -2.0% 0.7% -1.5% -1.6% 0.4%
2013 20.9% 10.9% -0.3% 5.8% 3.3%
2012 17.3% 8.6% -5.4% 5.8% 7.9%
2011 -9.9% 4.2% 5.3% -21.2% 4.3%
2010 8.3% 4.2% -12.3% 11.7% 6.1%
2009 22.5% -12.8% 5.6% 28.4% 3.6%
2008 -11.3% -5.5% -4.8% -4.8% 3.5%
2007 8.5% 1.9% 5.2% -1.1% 2.3%
2006 -4.3% 5.8% 4.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Nestle SA ORD 7.17%
Roche Holding AG Par 5.98%
SAP SE ORD 5.96%
Novartis AG ORD 5.87%
L'Oreal SA ORD 4.41%
Deutsche Wohnen SE ORD 3.87%
Linde PLC ORD 3.71%
LVMH Moet Hennessy Louis Vuitton SE ORD 3.67%
Schneider Electric SE ORD 3.62%
Pernod Ricard SA ORD 3.31%
31/03/2019

Registered For Sale In

  1. Austria
  2. Czech Republic
  3. Finland
  4. France
  5. Germany
  6. Hong Kong
  7. Italy
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date27/02/2006
  • Share Class size03Mn
  • Base currencyEUR
  • ISIN LU0219419214

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.05%
  • Initial investment1.05%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).