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MFS Meridian Global Total Return Class WH1 - Accumulation (Hedged GBP)

Sell:1,482.00p Buy:1,482.00p Change: 2.00p (0.14%)
Prices as at 17 May 2021
Sell:1,482.00p
Buy:1,482.00p
Change: 2.00p (0.14%)
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 17 May 2021
Sell:1,482.00p
Buy:1,482.00p
Change: 2.00p (0.14%)
Prices as at 17 May 2021
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

The Mixed and Flexible Investment sectors could be the answer for investors who want to leave the asset allocation decisions to an expert. Funds in these sectors invest a certain amount of their portfolio in shares, from 0% to 35% in the case of the Mixed Investment 0-35% Shares Sector, 20% to 60% for the Mixed Investment 20-60% Shares Sector, 40% to 85% for the Mixed Investment 40-85% Shares Sector, and 0% to 100% for the Flexible Investment Sector. Any proportion of the fund not invested in shares can be invested in bonds, cash, currencies, commodities or property. Funds within these sectors can be very different from each other so they'll perform differently too. Each should be looked at on its own merits, taking account of your investment objectives and the amount of risk you want to take.

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

17/05/16 to 17/05/17 17/05/17 to 17/05/18 17/05/18 to 17/05/19 17/05/19 to 17/05/20 17/05/20 to 17/05/21
Annual return 6.18% 5.48% -2.11% -4.81% 29.27%

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: Robert Spector
Manager start date: 31 December 2019
Manager located in: Toronto

Robert Spector, CFA, is an investment officer and fixed income portfolio manager for MFS Investment Management® (MFS®). He is a member of several global fixed income, Canadian and multi-asset portfolio management teams and serves on MFS' Fixed Income Strategy and Global Rates and Currency committees. He is based in Toronto. Robert joined the firm in 2005. His previous positions include head of Canadian economics and strategy and senior economist and strategist at Merrill Lynch, financial economist at BMO Nesbit Burns and associate editor and research analyst at BCA Research Group. Robert earned his Bachelor of Arts degree at McGill University and his master's degree at the University of Western Ontario. His concentration for both degrees was in economics. He holds the Chartered Financial Analyst (CFA) designation.

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Manager Name: Erik Weisman
Manager start date: 31 December 2019
Manager located in: .

Joined MFS in 2002. Previous experience includes 1 year as Deputy Office Director at U.S. Department of the Treasury; 2 years as Assistant to the U.S. Executive Director at International Monetary Fund; 2 years as International Economist at U.S. Department of the Treasury. Author of: "Investing in Policy Reform," with James Leitzel, Journal of Institutional and Theoretical Economics; 155: 696-709, December 1999; "International Economist of the Year," 1999, by the U.S. Department of Treasury. Duke University, Ph.D. Duke University, MS. University of Michigan, BA

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Manager Name: Johnathan Munko
Manager start date: 1 January 2021
Manager located in: TBC

Johnathan P. Munko is an investment officer and equity portfolio manager for the Total Return and Global 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. Johnathan joined MFS in 2010 as an equity research analyst following his participation in the firm's Summer MBA Internship program in 2009. He took on portfolio management responsibilities in 2019 and served as the US financial services sector leader as part of his analyst duties for three years. He previously served as a senior associate at PwC for two years, following three years as an associate. He began his career in the financial services industry in 2003. Johnathan earned a Bachelor of Science degree magna cum laude in accounting and computer science from Boston College and a Master of Business Administration degree from Dartmouth College's Tuck School of Business.

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Manager Name: Robert D. Persons
Manager start date: 31 December 2019
Manager located in: -

Robert D. Persons, CFA, is an investment officer of MFS Investment Management® (MFS®) and a fixed-income portfolio manager.

Manager Name: Henry Peabody
Manager start date: 31 December 2019
Manager located in: TBC

Henry, who joined MFS in July 2019, brings more than 18 years of credit investing experience to the portfolio management team.

Manager Name: Pilar Gomez-Bravo
Manager start date: 31 December 2019
Manager located in: TBC

Pilar Gomez-Bravo, CFA, is a fixed income portfolio manager with MFS Investment Management® (MFS®). She also has credit research responsibilities, mainly focusing on the European Financials sector. She is based in MFS' London office. Pilar joined MFS in 2013 from Imperial Capital, where she served as a managing director. She previously served as a portfolio manager and head of research at Negentropy Capital, within Matrix Asset Management, and co-founded Marengo Asset Management. From 2006 through 2010, she served as a senior portfolio manager and the head of credit, Europe, for Neuberger Berman. Pilar began her career in financial services at Lehman Brothers in 1997 and spent nine years with the firm, including serving as head of investment grade credit research for Europe. Pilar earned the equivalent of an LL.B in Law, and a Bachelor of Science in Economics and Business Science from Universidad Pontificia Comillas (ICADE E-3, Spain). She earned a Master of Business Administration from the Massachusetts Institute of Technology's Sloan School of Management. She has held the Chartered Financial Analyst designation since 2000. 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.

Manager Name: Andy Li
Manager start date: 31 December 2019
Manager located in: TBC

TBC

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