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MFS Meridian Global Intrinsic Value Class W1 - Accumulation (GBP)

Sell:1,754.00p Buy:1,754.00p Change: 10.00p (0.57%)
Prices as at 25 April 2024
Sell:1,754.00p
Buy:1,754.00p
Change: 10.00p (0.57%)
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 25 April 2024
Sell:1,754.00p
Buy:1,754.00p
Change: 10.00p (0.57%)
Prices as at 25 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

25/04/19 to 25/04/20 25/04/20 to 25/04/21 25/04/21 to 25/04/22 25/04/22 to 25/04/23 25/04/23 to 25/04/24
Annual return n/a n/a n/a n/a n/a

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: Philip Evans
Manager start date: 1 February 2020
Manager located in: London

Philip Evans is an investment officer and international equity research analyst at MFS Investment Management® (MFS®). He is based in the firm's London office. Philip joined MFS in 2011. Prior to joining MFS, he was an equity analyst at Baillie Gifford & Co. for three years. Philip earned a Master's degree First Class from the University of St. Andrews, Scotland. 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.

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Manager Name: Tim Dittmer
Manager start date: 1 January 2021
Manager located in: TBC

Timothy Dittmer is an investment officer and equity research analyst at MFS Investment Management® (MFS®). In this role, he is responsible for identifying the most attractive investment opportunities in his assigned universe, and he works closely with portfolio managers to ensure ideas are properly positioned within portfolios. Tim joined MFS in 2009 in his current role after participating in the firm's summer MBA internship program in 2008. He added portfolio management responsibilities on the Global Intrinsic Value strategy in 2021. Prior to joining MFS, he spent three years as a senior analyst at Stout Risius Ross and two years as a senior analyst at Ennis, Knupp & Associates. Tim earned a Bachelor of Business Administration degree magna cum laude from the University of Notre Dame and a Master of Business Administration degree with honors from the University of Chicago Booth School of Business.

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Manager Name: Benjamin Stone
Manager start date: 15 February 2019
Manager located in: London

As a Value Equity Portfolio Manager, responsible for final buy and sell decisions, portfolio construction, risk and cash management. Participates in the research process and strategy discussions. Joined MFS in 2005; positions include Equity Research Analyst. Previous experience includes 9 years as Research Analyst at Schroders Investment Management. Affiliations include Institute of Investment Management and Research. Durham University, BA, 2:1

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Manager Name: Pablo de la Mata
Manager start date: 15 February 2019
Manager located in: London

Pablo de la Mata, CFA, is an investment officer and equity research analyst at MFS Investment Management® (MFS®). He works closely with MFS' analysts and portfolio managers and is a member of the firm's international capital goods, health care and technology research teams. He is based in the firm's London office. Pablo joined MFS in 2008. He was previously employed as an equity research analyst at Magnetar Capital for one year and spent three years as an equity research analyst at Blackrock/Merrill Lynch Investment Managers. He was also employed as a wholesale support associate at Merrill Lynch for one year. He holds a Bachelor of Science degree in finance from Colegio Univeritario de Estudios Financieros (CUNEF) and holds the Chartered Financial Analyst (CFA) designation. 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