NAV04/11/2024 Chg.+0.1800 Type de rendement Focus sur l'investissement Société de fonds
23.7100EUR +0.77% reinvestment Equity Europe MFS IM Co. (LU) 

Stratégie d'investissement

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.
 

Objectif d'investissement

The fund's objective is capital appreciation, measured in euros.
 

Opérations

Type de rendement: reinvestment
Fonds Catégorie: Equity
Région de placement: Europe
Branche: Mixed Sectors
Benchmark: MSCI Europe Index
Début de l'exercice: 01/02
Dernière distribution: -
Banque dépositaire: State Street Bank International GmbH
Domicile: Luxembourg
Permission de distribution: Austria, Germany, Switzerland, Luxembourg, Czech Republic
Gestionnaire du fonds: Jed Stocks, Jim Fallon, Matt Krummell, Jonathan Sage, Christopher Zani
Actif net: 101.19 Mio.  EUR
Date de lancement: 19/08/2013
Focus de l'investissement: -

Conditions

Surtaxe d'émission: 0.00%
Frais d'administration max.: 0.50%
Investissement minimum: - EUR
Deposit fees: -
Frais de rachat: 0.00%
Prospectus simplifié: Télécharger (Version imprimée)
 

Société de fonds

Société de fonds: MFS IM Co. (LU)
Adresse: One Carter Lane, EC4V 5ER, London
Pays: United Kingdom
Internet: www.mfs.com
 

Actifs

Stocks
 
97.53%
Cash
 
2.45%
Autres
 
0.02%

Pays

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%
Autres
 
0.02%

Branches

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%
Autres
 
0.02%