MFS Meridian Funds-Global Equity A1 EUR

Ranked 155 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Ryan P. McAllister

Roger Morley

Roger Morley was born in the early seventies. He studied at INSEAD gaining an MBA in 1992. He also studied history at Cambridge University. Roger began his career in the financial markets in 1995 working as an financial analyst at Alex Brown & Sons. In 1997 he joined Deutsche Bank where he worked as an associate. He is currently a portfolio manager at MFS Meridian running a number of different strategies.

Objective

The Funds objective is capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in equity securities of companies located in developed and emerging market countries. The Fund may invest in companies it believes to have above average earnings growth potential compared to other companies (growth companies), in companies it believes are undervalued compared to their perceived worth (value companies,) or in a combination of growth and value companies.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.8%
2018 -4.8% -5.7% 6.7% 5.8% -10.5%
2017 10.9% 6.1% 2.5% -0.4% 2.4%
2016 28.3% 5.4% 7.8% 7.7% 4.9%
2015 2.1% 7.3% -5.5% -4.6% 5.5%
2014 9.2% -0.7% 1.4% 1.2% 7.1%
2013 25.3% 17.3% -0.5% 1.3% 5.9%
2012 15.5% 10.5% -3.2% 3.5% 4.4%
2011 -5.8% -0.3% 3.1% -15.0% 7.8%
2010 15.5% 9.5% -11.5% 7.6% 10.9%
2009 16.2% -11.0% 2.3% 22.2% 4.5%
2008 -9.3% -4.0% -5.5% -1.3% 1.3%
2007 6.4% 1.8% 2.5% 0.9% 1.1%
2006 7.4% 7.1% -5.6% 5.0% 1.2%
2005 17.9% 0.1% 3.2% 9.0% 4.7%
2004 9.2% 0.5% 3.2% -1.0% 6.4%
2003 14.1% -4.5% 10.3% 2.6% 5.5%
2002 -20.6% 3.2% -10.8% -17.2% 4.1%
2001 -9.3% -6.5% 3.9% -14.8% 9.6%
2000 1.0% 5.1% 3.2% -4.0% -3.1%
1999 9.2% -5.9% 20.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Thermo Fisher Scientific Inc ORD 3.10%
Visa Inc ORD 2.99%
Comcast Corp ORD 2.86%
Medtronic PLC ORD 2.71%
Nestle SA ORD 2.67%
Accenture PLC ORD 2.46%
Honeywell International Inc ORD 2.41%
LVMH Moet Hennessy Louis Vuitton SE ORD 2.31%
Essity AB (publ) ORD 2.29%
Diageo PLC ORD 2.19%
28/02/2019

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Finland
  6. France
  7. Germany
  8. Hong Kong
  9. Italy
  10. Luxembourg
  11. Netherlands
  12. Norway
  13. Peru
  14. Portugal
  15. Singapore
  16. Spain
  17. Sweden
  18. Switzerland
  19. Taiwan
  20. United Kingdom

Fund Info

  • Launch date12/03/1999
  • Share Class size519Mn
  • Base currencyEUR
  • ISIN LU0094560744

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).