MFS MERIDIAN FUNDS - BLENDED RESEARCH EUROPEAN EQUITY FUND - Klasse W1 USD
LU1340706099
MFS MERIDIAN FUNDS - BLENDED RESEARCH EUROPEAN EQUITY FUND - Klasse W1 USD/ LU1340706099 /
| NAV04/11/2024 |
Chg.+0.1500 |
Type de rendement |
Focus sur l'investissement |
Société de fonds |
| 20.8700USD |
+0.72% |
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: |
29/06/2016 |
| Focus de l'investissement: |
- |
Conditions
| Surtaxe d'émission: |
0.00% |
| Frais d'administration max.: |
0.50% |
| Investissement minimum: |
0.00 USD |
| Deposit fees: |
- |
| Frais de rachat: |
0.00% |
| Prospectus simplifié: |
- |
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% |
