MFS Meridian Funds-Global Equity Income A1 USD

Ranked 57 out of 86 in - Global Equity Income over 36 months
All calculations are in GBP unless stated

Managed by

James Fallon

James Fallon is an investment officer and a portfolio manager at MFS Investment Management. Fallon manages domestic and international quantitative portfolios as a member of the MFS Quantitative Solutions Team. He joined MFS in 1999 as a securities lending administrator, later becoming an equity research associate, then equity quantitative research analyst, before assuming his current role in 2007. Prior to joining MFS, Fallon served as mutual fund custody accountant for Investors Bank & Trust. He holds a bachelor’s degree from the University of New Hampshire and a MBA from Boston University, as well as being a CFA charter holder.

Matthew Krummell

Matthew Krummell is an investment officer and portfolio manager at MFS Investment Management, where he has worked since 2001. Krummell joined the firm as a quantitative equity research analyst, having previously worked as an analyst and portfolio manager at Pioneer Investments. Before this he held positions at Putnam Investments and Mellon Capital Management. Krummell earned a bachelor’s degree from the University of California and a Master of Business Administration from the University of Chicago.

Jonathan Sage

As a portfolio manager and investment officer at MFS Investment Management, Jonathan Sage manages blended research equity strategies and is responsible for portfolio construction, as well as risk and cash management. Sage joined MFS in 2000 as a quantitative research analyst and was named portfolio manager in 2005. Prior to joining MFS, he spent two years as a supervisor of portfolio administration for Santander Global Advisors, Inc. and three years as a senior mutual fund accountant for First Data Investor Services Group. Sage earned a bachelor’s degree from Tufts University and holds both a Masters of Business Administration and a Masters of Finance from Boston College.

John Stocks

Objective

The Funds investment objective is to seek total return through a combination of current income and capital appreciation, measured in US dollars. The Fund invests primarily (at least 70%) in equity securities of companies located in developed and emerging market countries. The Fund normally invests primarily in income-producing equity securities. The Fund invests the majority of its assets in dividend-paying common stocks, but may invest in other types of incomeproducing securities, including convertible securities, preferred stocks and closedended real estate investment trusts (REITs) or stocks of companies principally engaged in the real estate industry.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity Income over : 30/04/2016 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.3%
2018 -6.6% -5.1% 2.5% 5.4% -8.9%
2017 8.9% 3.9% 0.7% 1.9% 2.1%
2016 26.4% 3.8% 9.0% 6.1% 5.3%
2015 6.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Italy
  5. Luxembourg
  6. United Kingdom

Fund Info

  • Launch date22/09/2015
  • Share Class size01Mn
  • Base currencyUSD
  • ISIN LU1280185064

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.90%
  • Initial investment0.90%

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