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MFS Meridian Contrarian Value Class W1 - Accumulation - GBP

Sell:1,918.00p Buy:1,918.00p Change: 21.00p (1.11%)
Prices as at 22 April 2024
Sell:1,918.00p
Buy:1,918.00p
Change: 21.00p (1.11%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 22 April 2024
Sell:1,918.00p
Buy:1,918.00p
Change: 21.00p (1.11%)
Prices as at 22 April 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

It's natural for UK investors to focus on funds investing in their home market. But as the world has become more connected, so has the investment landscape. There are lots of funds investing across the globe, and these can be a great way to diversify an investment portfolio. Funds in the global sector can invest anywhere in the world. But they go about this in different ways. They vary in how much they can invest in certain types of companies, sectors, countries, or regions. Some focus on developed markets or large multinational corporations, while others invest more in higher-risk emerging markets or smaller companies. Some target companies with higher-growth expectations and others search for unloved companies with the potential to recover.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

22/04/19 to 22/04/20 22/04/20 to 22/04/21 22/04/21 to 22/04/22 22/04/22 to 22/04/23 22/04/23 to 22/04/24
Annual return n/a 60.72% 9.79% 14.89% 15.95%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: Zahid Kassam
Manager start date: 30 April 2021
Manager located in: TBC

Zahid Kassam, CFA, is an investment officer and equity portfolio manager for the Contrarian Value strategies at MFS Investment Management® (MFS®). In this role, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. He also participates in the research process and strategy discussions. He is based in Toronto. Zahid joined MFS in 2013 as an equity research analyst and assumed portfolio management responsibilities in 2021. He previously spent two years as a senior analyst at the Ontario Teachers' Pension Plan?s private equity arm and two years as a mergers and acquisitions investment banking analyst at RBC Capital Markets. He began his career in the financial services industry in 2007. Zahid earned a Bachelor of Arts degree in business administration with Ivey Scholar honors from Ivey Business School at the University of Western Ontario and a Master of Business Administration degree from Harvard Business School. He holds the Chartered Financial Analyst (CFA) designation.

Manager Name: Anne Christine Farstad
Manager start date: 21 August 2019
Manager located in: TBC

Anne Christine (AC) Farstad is an investment officer and portfolio manager at MFS Investment Management® (MFS®). Before joining MFS in 2005, Anne Christine worked for two years as an equity research analyst following European and US companies for Bailey Coates Asset Management. She also spent one year in the Global Equity Hedge Fund Sales group for UBS in London. Anne Christine earned her Master of Arts degree from the University of Cambridge. Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration and active risk management.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account