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MFS Meridian Funds-Global Energy A1 USD

Ranked 21 out of 24 in - Energy over 12 months
All calculations are in GBP unless stated

Objective

The Funds objective is capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in equity securities of companies in the energy sector located in developed and emerging market countries.

Showing fund performance in United Kingdom View performance globally

Performance

Energy over : 31/03/2018 - 31/03/2019
  • Rank 21/24 Total Return
  • Rank 8/24 Standard Deviation
  • Rank 16/24 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.0%
2018 -13.4% -6.3% 16.3% -1.3% -19.6%
2017 -10.5% -4.7% -10.6% 2.3% 2.7%
2016 39.5% 6.2% 15.7% 4.6% 8.6%
2015 -12.2% 2.4% -5.4% -11.3% 2.2%
2014 -8.7% 0.5% 7.6% -4.6% -11.5%
2013 12.2% 12.0% -0.1% -0.3% 0.6%
2012 -3.9% 0.4% -6.5% 5.1% -2.5%
2011 -3.1% 8.9% -4.3% -20.1% 16.3%
2010 16.8% 5.0% -13.6% 9.9% 17.3%
2009 3.4% 17.7% 4.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
BP PLC ORD 9.54%
Eni SpA ORD 6.41%
Cairn Energy PLC ORD 5.99%
Suncor Energy Inc ORD 5.87%
EOG Resources Inc ORD 5.65%
Schlumberger NV ORD 5.21%
Concho Resources Inc ORD 3.64%
Galp Energia SGPS SA ORD 3.54%
Oil Search Ltd ORD 3.16%
EDP Renovaveis SA ORD 3.07%
28/02/2019

Registered For Sale In

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

Fund Info

  • Launch date26/03/2009
  • Share Class size07Mn
  • Base currencyUSD
  • ISIN LU0406711456

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).