MFS MERIDIAN FUNDS - BLENDED RESEARCH EUROPEAN EQUITY FUND - Klasse IF1 EUR/  LU2553550745  /

Fonds
NAV04/11/2024 Var.+2.6300 Type of yield Focus sugli investimenti Società d'investimento
361.5000EUR +0.73% 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: -
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: 24/04/2023
Investment focus: -

Condizioni

Sovrapprezzo emissione: 0.00%
Tassa amministrativa massima: 0.30%
Investimento minimo: - EUR
Deposit fees: -
Redemption charge: 0.00%
Prospetto semplificato: -
 

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%