MFS Meridian-Managed Wealth Fd.W1 USD/  LU1280180263  /

The fund"s objective is total return, measured in U.S. dollars. The fund seeks returns by (i) investing in individual securities normally focusing on developed and emerging market equities and (ii) using a tactical asset allocation overlay primarily using derivatives to seek to decrease volatility relative to the MSCI World Index (net div) by reducing exposure to equity or currency markets associated with the fund's investments and to potentially expose the fund to asset classes or markets where it has little or no exposure (e.g., below investment-grade debt). The fund may seek to limit exposure to certain extreme market events. The Investment Manager uses a bottom-up approach to select investments. Investments are selected primarily based on blending fundamental and quantitative research to create a blended rating for an issuer. The Investment Manager then constructs the portfolio using an optimization process that considers the blended rating and expected volatility of returns (e.g., predicted beta and predicted tracking error) and other factors. The Investment Manager may adjust inputs and parameters for the optimization and the fund's holdings.

The fund"s objective is total return, measured in U.S. dollars.