MFS Meridian-Managed Wealth Fd.I1 GBP/  LU1280181311  /

Fonds
NAV2024-07-23 Chg.+0.2900 Type of yield Investment Focus Investment company
139.2600GBP +0.21% reinvestment Alternative Investments Worldwide MFS IM Co. (LU) 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2021 - -1.90 1.15 0.88 -2.14 2.20 0.49 1.61 1.11 -0.84 2.93 -1.32 +3.21%
2022 -0.65 -1.07 1.49 4.14 0.44 2.56 0.99 3.88 3.03 -1.94 -2.71 -0.36 +9.95%
2023 -1.13 1.11 -1.16 -0.85 0.69 -1.05 -1.22 2.18 3.05 1.31 -2.43 -0.43 -0.07%
2024 1.90 2.28 1.23 0.21 -0.22 1.09 -1.53 - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 5.18% 5.00% 6.43% 8.62% -%
Sharpe ratio 1.06 0.80 0.76 0.24 -
Best month +2.28% +2.28% +3.05% +4.14% -
Worst month -1.53% -1.53% -2.43% -2.71% -
Maximum loss -2.70% -2.70% -4.10% -14.06% -
Outperformance - - - - -
 
All quotes in GBP

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
MFS Meridian-Managed Wealth Fd.C... reinvestment 9.8800 +7.51% +5.33%
MFS Meridian-Managed Wealth Fd.N... reinvestment 10.1000 +7.79% +6.20%
MFS Meridian-Managed Wealth Fd.W... reinvestment 10.7000 +9.18% +8.96%
MFS Meridian-Managed Wealth Fd.I... reinvestment 139.2600 +8.58% +18.30%
MFS MERIDIAN FUNDS - MANAGED WEA... reinvestment 10.3100 +10.50% -
MFS MERIDIAN FUNDS - MANAGED WEA... reinvestment 8.9300 +6.82% -
MFS MERIDIAN FUNDS - MANAGED WEA... reinvestment 10.5700 +8.41% -
MFS Meridian-Managed Wealth Fd.I... reinvestment 115.9600 +9.41% +10.90%
MFS Meridian-Managed Wealth Fd.I... reinvestment 119.8800 +11.46% +20.30%
MFS Meridian-Managed Wealth Fd.I... reinvestment 98.5700 +7.69% +4.84%
MFS Meridian-Managed Wealth Fd.W... reinvestment 11.5400 +9.28% +10.96%
MFS MERIDIAN FUNDS - MANAGED WEA... reinvestment 9.7900 +7.70% -
MFS Meridian-Managed Wealth Fd.A... reinvestment 8.9700 +6.79% +2.16%
MFS Meridian-Managed Wealth Fd.A... reinvestment 10.5700 +8.41% +7.86%

Performance

YTD  
+5.02%
6 Months  
+3.77%
1 Year  
+8.58%
3 Years  
+18.30%
5 Years     -
10 Years     -
Since start  
+19.10%
Year
2023
  -0.07%
2022  
+9.95%
2021  
+3.21%