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MFS Meridian Global Total Return Inclusive - Class A1 - Accumulation (GBP)

Sell:1,312.00p Buy:1,312.00p Change: 8.00p (0.61%)
Prices as at 2 July 2020
Sell:1,312.00p
Buy:1,312.00p
Change: 8.00p (0.61%)
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 2 July 2020
Sell:1,312.00p
Buy:1,312.00p
Change: 8.00p (0.61%)
Prices as at 2 July 2020
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

Our view on the sector for this fund is not available.

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

03/07/15 to 03/07/16 03/07/16 to 03/07/17 03/07/17 to 03/07/18 03/07/18 to 03/07/19 03/07/19 to 03/07/20
Annual return 22.29% 8.60% -0.43% 11.98% 0.23%

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 photo
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: 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.

manager photo
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

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