MFS MERIDIAN FUNDS - BLENDED RESEARCH EUROPEAN EQUITY FUND - Klasse NH1 USD
LU1340705950
MFS MERIDIAN FUNDS - BLENDED RESEARCH EUROPEAN EQUITY FUND - Klasse NH1 USD/ LU1340705950 /
| NAV2024-11-04 |
Chg.+0.1500 |
Type of yield |
Investment Focus |
Investment company |
| 22.2400USD |
+0.68% |
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.
Master data
| Type of yield: |
reinvestment |
| Funds Category: |
Equity |
| Region: |
Europe |
| Branch: |
Mixed Sectors |
| Benchmark: |
MSCI Europe Index |
| Business year start: |
02-01 |
| Last Distribution: |
- |
| Depository bank: |
- |
| Fund domicile: |
Luxembourg |
| Distribution permission: |
Austria, Germany, Switzerland, Luxembourg, Czech Republic |
| Fund manager: |
Jed Stocks, Jim Fallon, Matt Krummell, Jonathan Sage, Christopher Zani |
| Fund volume: |
101.19 mill.
EUR
|
| Launch date: |
2016-06-29 |
| Investment focus: |
- |
Conditions
| Issue surcharge: |
3.00% |
| Max. Administration Fee: |
0.60% |
| Minimum investment: |
- USD |
| Deposit fees: |
- |
| Redemption charge: |
0.00% |
| Key Investor Information: |
- |
Investment company
| Funds company: |
MFS IM Co. (LU) |
| Address: |
One Carter Lane, EC4V 5ER, London |
| Country: |
United Kingdom |
| Internet: |
www.mfs.com
|
Assets
| Stocks |
|
97.53% |
| Cash |
|
2.45% |
| Others |
|
0.02% |
Countries
| 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% |
| Others |
|
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% |
| Others |
|
0.02% |
