MFS Meridian-Blend.Re.Eur.Eq.Fd.AH1 USD
LU1340705364
MFS Meridian-Blend.Re.Eur.Eq.Fd.AH1 USD/ LU1340705364 /
| NAV04/11/2024 |
Var.+0.1700 |
Type of yield |
Focus sugli investimenti |
Società d'investimento |
| 23.1000USD |
+0.74% |
reinvestment |
Equity
Europe
|
MFS IM Co. (LU) ▶ |
Investment strategy
The fund's objective is capital appreciation, measured in euros.
The fund invests primarily (at least 70%) in European equity securities. Some of the countries in Europe, primarily those in Eastern Europe, are currently considered emerging market economies. The fund generally focuses its investments in larger companies. The fund may use derivatives for hedging and/or investment purposes but will not extensively or primarily use derivatives to achieve the fund's investment objective. The Investment Manager uses a bottom-up approach to buying and selling individual investments for the fund. Investments are selected primarily based on blending fundamental and quantitative research to create a blended rating for an issuer.
Investment goal
The fund's objective is capital appreciation, measured in euros.
Dati master
| Type of yield: |
reinvestment |
| Fondi Categoria: |
Equity |
| Region: |
Europe |
| Settore: |
Mixed Sectors |
| Benchmark: |
MSCI Europe Index |
| Business year start: |
01/02 |
| Ultima distribuzione: |
- |
| Banca depositaria: |
State Street Bank International GmbH |
| Domicilio del fondo: |
Luxembourg |
| Permesso di distribuzione: |
Austria, Germany, Switzerland, Luxembourg, Czech Republic |
| Gestore del fondo: |
Jed Stocks, Jim Fallon, Matt Krummell, Jonathan Sage, Christopher Zani |
| Volume del fondo: |
101.19 mill.
EUR
|
| Data di lancio: |
29/06/2016 |
| Investment focus: |
- |
Condizioni
| Sovrapprezzo emissione: |
6.00% |
| Tassa amministrativa massima: |
0.60% |
| Investimento minimo: |
- USD |
| Deposit fees: |
- |
| Redemption charge: |
0.00% |
| Prospetto semplificato: |
Download (Print version) |
Società d'investimento
| Funds company: |
MFS IM Co. (LU) |
| Indirizzo: |
One Carter Lane, EC4V 5ER, London |
| Paese: |
United Kingdom |
| Internet: |
www.mfs.com
|
Attività
| Stocks |
|
97.53% |
| Cash |
|
2.45% |
| Altri |
|
0.02% |
Paesi
| United Kingdom |
|
23.79% |
| France |
|
19.22% |
| Switzerland |
|
13.99% |
| Netherlands |
|
11.21% |
| Germany |
|
9.68% |
| Denmark |
|
5.26% |
| Spain |
|
3.81% |
| Italy |
|
3.53% |
| Sweden |
|
2.60% |
| Cash |
|
2.45% |
| Austria |
|
1.45% |
| Jersey |
|
1.16% |
| Luxembourg |
|
0.92% |
| Ireland |
|
0.91% |
| Altri |
|
0.02% |
Filiali
| Consumer goods |
|
18.92% |
| Finance |
|
18.43% |
| Industry |
|
16.43% |
| Healthcare |
|
15.55% |
| IT/Telecommunication |
|
11.65% |
| Commodities |
|
5.64% |
| Energy |
|
5.45% |
| Utilities |
|
4.91% |
| Cash |
|
2.45% |
| real estate |
|
0.55% |
| Altri |
|
0.02% |
