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MFS Meridian Funds-European Smaller Cos A1 EUR

Ranked 6 out of 86 in - European Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Peter Fruzzetti

Peter Fruzzetti currently works at MFS and uses a GARP (growth at a reasonable price) investment process for the MFS Meridian Funds - European Smaller Companies Fund. Prior to this he worked at Fidelity as a research analyst and select portfolio manager. Outside of fund management Peter lists golf, music, cinema/theatre and walking as his main interests.

Sandeep Mehta

Objective

The Fund's objective is capital appreciation, measured in Euros. The Fund invests primarily (at least 75%) in European Economic Area equity securities of smaller companies. The European Economic Area includes countries in the European Union, Iceland, Liechtenstein, and Norway. Smaller companies are generally those with capitalizations of less than EUR 10 billion. Some of the countries in the European Economic Area, primarily in Eastern Europe, are currently considered emerging market economies. The Fund may also invest in other European countries.

Showing fund performance in United Kingdom View performance globally

Performance

European Small & Medium Companies over : 31/01/2018 - 31/01/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -8.8% -4.4% 7.6% 1.2% -12.4%
2017 17.1% 4.1% 6.7% 1.7% 3.6%
2016 15.1% 2.8% 4.2% 8.8% -1.3%
2015 15.7% 5.8% 1.7% 0.2% 7.3%
2014 5.9% 2.2% -0.6% -2.9% 7.4%
2013 25.2% 13.9% -0.9% 4.5% 6.1%
2012 27.8% 15.2% -0.2% 5.9% 5.0%
2011 -6.5% 3.4% 4.3% -15.9% 3.1%
2010 29.1% 8.8% -8.2% 14.3% 13.1%
2009 27.5% -9.2% 7.5% 27.6% 2.4%
2008 -23.2% -5.3% -4.2% -9.8% -6.1%
2007 3.6% 7.8% 3.5% -4.7% -2.6%
2006 30.2% 24.3% -5.6% 1.5% 9.3%
2005 28.1% 7.8% 2.5% 11.5% 4.0%
2004 20.8% 3.4% 2.5% 0.5% 13.5%
2003 34.3% -5.9% 18.5% 7.5% 12.1%
2002 -11.0% 10.1% -4.3% -19.3% 4.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
Symrise AG ORD 4.85%
Compass Group PLC ORD 3.81%
Croda International PLC ORD 3.71%
LEG Immobilien AG ORD 3.44%
Amadeus IT Group SA ORD 3.42%
Bunzl plc ORD 3.13%
Cerved Group SpA ORD 2.13%
Takeaway.com NV ORD 2.12%
Mayr Melnhof Karton AG ORD 1.71%
P/F Bakkafrost ORD 1.66%
31/12/2018

Registered For Sale In

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

Fund Info

  • Launch date05/11/2001
  • Share Class size269Mn
  • Base currencyEUR
  • ISIN LU0125944966

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.05%

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