MFS Meridian Funds-Emerging Markets Equity A1 USD

Ranked 188 out of 296 in - Global Emerging Markets over 12 months
All calculations are in GBP unless stated

Managed by

José Luis García

Previous to MFS, José Luis García worked for three years as financial analyst at Morgan Stanley on their strategic finance and Latin America desks. In 1998, he joined Texas Pacific Group as principal before becoming CEO of Telefónica B2B in Mexico. José Luis exercises a primarily core investment strategy over the many funds that he manages, seeking to add value through security selection based on bottom-up fundamental research. In order to evaluate potential investments, he utilises a wide range of valuation tools relative to earnings per share.

Robert Lau

Robert Lau is a fund manager at MFS International where he co-manages the MFS Meridian Fund- Emerging Markets Equity Fund, an all-cap global emerging market fund using a growth investment strategy. Robert has previously worked for both Goldman Sachs and JP Morgan as a portfolio manager and a securities analyst. He was educated at the Massachusetts Institute of Technology, and is now based in Singapore.

Harry Purcell

Objective

The Funds objective is capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in emerging markets equity securities. Such emerging market countries are located in Latin America, Asia, Africa, the Middle East, and the developing countries of Europe, primarily Eastern Europe. The Fund may also invest in developed markets equity securities. The Fund will not extensively or primarily use derivatives to achieve the Funds investment objective or for investment purposes.

Showing fund performance in United Kingdom View performance globally

Performance

Global Emerging Markets over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.1%
2018 -9.6% -1.2% -0.1% -1.2% -7.3%
2017 24.9% 10.0% 3.4% 4.9% 4.7%
2016 28.8% 4.5% 10.5% 10.7% 0.8%
2015 -8.5% 5.4% -5.9% -11.8% 4.5%
2014 -1.9% -2.9% 3.9% -0.5% -2.3%
2013 -8.0% 4.4% -8.6% -1.9% -1.7%
2012 12.2% 11.4% -6.7% 2.9% 4.9%
2011 -18.5% -1.6% -1.2% -20.1% 4.8%
2010 26.3% 10.3% -6.5% 11.8% 9.5%
2009 49.0% -0.7% 13.1% 25.3% 5.9%
2008 -37.8% -9.9% 1.0% -22.2% -12.2%
2007 31.9% 1.7% 9.2% 10.3% 7.7%
2006 11.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2019

Top 10 Holdings

Stock Size
Taiwan Semiconductor Manufacturing Co Ltd ORD 5.60%
Tencent Holdings Ltd ORD 4.93%
Samsung Electronics Co Ltd ORD 4.41%
Alibaba Group Holding Ltd DR 3.25%
Housing Development Finance Corporation Ltd ORD 3.01%
Yum China Holdings Inc ORD 2.78%
Baidu Inc DR 2.70%
AIA Group Ltd ORD 2.32%
China Resources Beer Holdings Co Ltd ORD 2.23%
NK Lukoil PAO DR 2.14%
30/04/2019

Registered For Sale In

  1. Austria
  2. Chile
  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. Taiwan
  16. United Kingdom

Fund Info

  • Launch date31/08/2006
  • Share Class size29Mn
  • Base currencyUSD
  • ISIN LU0219444832

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.15%

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