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MFS Meridian Global Concentrated Class WH1 - Accumulation (GBP)

Sell:2,096.00p Buy:2,096.00p Change: 23.00p (1.11%)
Prices as at 2 July 2020
Sell:2,096.00p
Buy:2,096.00p
Change: 23.00p (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 2 July 2020
Sell:2,096.00p
Buy:2,096.00p
Change: 23.00p (1.11%)
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

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

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 2.00% 18.95% 2.07% 11.86% -2.51%

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: Victoria Higley
Manager start date: 7 December 2018
Manager located in: TBC

Victoria Higley, ASIP, is an investment officer and institutional equity portfolio manager at MFS Investment Management® (MFS®). As an institutional portfolio manager, she participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines, and manages daily cash flows. She is also responsible for communicating investment policy, strategy, and positioning. Victoria joined MFS in 2011. Previously, she spent three years at Fidelity International as a U.K. institutional client director and 14 years at UBS Asset Management (formerly Phillips & Drew) as a UK institutional client director, pan-European equity analyst, and UK portfolio manager. She began her career in the financial services industry in 1994. Victoria holds a bachelor's degree from Durham University. She is a regular member of the CFA Institute and the CFA Society of the UK. 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: Ryan McAllister
Manager start date: 30 September 2016
Manager located in: Boston, USA

Ryan P. McAllister, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). He is a member of the firm's global equity portfolio management team. Ryan joined MFS in 2007 after participating in the MFS Summer MBA Internship Program in 2006. Prior to joining the firm, he served for three years as an assistant vice president in the loan administration/distressed debt group of LaSalle Bank, N.A. and was a basic industries analyst for the investment banking division of Deutsche Bank for two years. He was named portfolio manager in September 2016. Ryan graduated summa cum laude from the University of Notre Dame, earning his Bachelor of Business Administration degree with a double major in finance and computer applications. He also received his Master of Business Administration degree with honors from the University of Chicago Booth School of Business. He holds the Chartered Financial Analyst (CFA) designation from the CFA Institute.

manager photo
Manager Name: Roger Morley
Manager start date: 22 August 2011
Manager located in: London

Joined MFS in 2002; positions include Global Equity Research Analyst. Previous experience includes 3 years as Associate - Healthcare Group at Deutsche Bank AG - Global Investment Banking; 2 years as Financial Analyst - Technology and Media Group at Alex. Brown & Sons. INSEAD, MBA, with distinction. University of Cambridge, MA

Manager Name: Sanjay Natarajan
Manager start date: 15 June 2017
Manager located in: TBC

Sanjay Natarajan is an investment officer and institutional equity portfolio manager at MFS Investment Management® (MFS®). His responsibilities include communicating investment policy, strategy, and positioning, and participating in the research process and strategy discussions. His role also includes assessing portfolio risk, customizing portfolios to client objectives and guidelines, and managing daily cash flows. In addition, he manages regional equity portfolios focused on Hong Kong and China. Sanjay joined MFS in 2007. Prior to joining MFS, he worked for DBS Bank Ltd. (Asia), having held various roles, including serving as COO of Global Corporate and Investment Banking. He worked nearly five years at McKinsey & Co., Inc., in both the United States and Asia. Other experience includes k1 Ventures and the Economic Development Board of the Singapore Government. He began his career in 1996. He holds a bachelor's degree from Dartmouth College and earned a master's degree from Harvard University. 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