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MFS Meridian Funds-UK Equity A1 GBP

Ranked 63 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Chris Jennings

Chris Jennings was born in 1972 and graduated with a BA in economics & management from the University of Cambridge. He started his career at UBS Asset Management where he was a portfolio manager and in 1999 he worked as a telecom analyst. Chris joined Morgan Stanley in 2002 where he was an equity portfolio manager before leaving to join MFS in 2004 where he is currently a portfolio manager. He has been managing funds for over three years and is a Chartered Financial Analyst.

David Shindler

Objective

The Funds objective is capital appreciation, measured in Sterling. The Fund invests primarily (at least 70%) in U.K. equity securities. The Fund may also invest in other equity securities, including other European equity securities. 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

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 63/255 Total Return
  • Rank 19/255 Standard Deviation
  • Rank 65/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.3%
2018 -11.0% -7.3% 8.0% -2.8% -8.5%
2017 12.0% 3.7% 2.3% 0.0% 5.5%
2016 10.5% -0.4% 4.8% 6.0% -0.1%
2015 1.4% 4.1% -1.0% -4.9% 3.5%
2014 -3.9% -3.4% 1.1% -2.9% 1.3%
2013 21.8% 10.7% 0.3% 4.6% 5.0%
2012 14.6% 6.8% -1.3% 3.9% 4.7%
2011 -3.1% 1.0% 2.5% -14.3% 9.3%
2010 20.1% 7.6% -8.4% 12.5% 8.3%
2009 29.1% -11.5% 12.7% 21.8% 6.4%
2008 -24.1% -10.5% -1.6% -8.5% -5.9%
2007 6.5% 5.0% 3.8% -1.2% -1.1%
2006 -2.1% 2.4% 5.1%
2005 22.1% 4.2% 2.8% 9.4% 4.2%
2004 12.5% 2.9% 1.8% -0.1% 7.4%
2003 15.2% -6.1% 10.6% 2.6% 8.1%
2002 -18.0% 3.2% -8.8% -16.0% 3.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
BP PLC ORD 6.42%
Rio Tinto PLC ORD 5.19%
Diageo PLC ORD 5.13%
GlaxoSmithKline PLC ORD 3.95%
British American Tobacco PLC ORD 3.92%
Reckitt Benckiser Group PLC ORD 3.75%
Tesco PLC ORD 3.20%
Experian PLC ORD 3.18%
Vodafone Group PLC ORD 3.17%
Moneysupermarket.Com Group PLC ORD 2.93%
28/02/2019

Registered For Sale In

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

Fund Info

  • Launch date27/02/2006
  • Share Class size06Mn
  • Base currencyGBP
  • ISIN LU0219431854

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).