MFS Meridian Global Opportunistic Bond Class WH1 - Accumulation (GBP)

As an Emerging Market Debt Portfolio Manager, responsible for final buy and sell decisions, portfolio construction, risk assessment and cash management. Participates in the research process and strategy discussions. Joined MFS in 1997; positions include Research Analyst. Previous experience includes 4 years as Economist at International Monetary Fund; 6 years as Economist at U.S. Treasury Department. Affiliations include CFA Institute, Boston Security Analysts Society, Inc. Johns Hopkins University, MA, Distinction in International Economics. Williams College, BA

TBC

TBC

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.

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

Philipp S. Burgener, CFA, is an Investment Officer of MFS Investment Management® (MFS®) and a Fixed Income Research Analyst. Philipp joined MFS in 2000 as an inside wholesaler and transferred to the Fixed Income Department in 2002 as an analytic support associate in the Quantitative Group. In 2003 he joined the Structured Products Group and was promoted to an Investment Grade Research Analyst in 2005. Philipp earned a Bachelor of Arts degree from Colgate University and his Master of Science degree from Boston University. He is also a member of the CFA Institute and Boston Security Analysts Society, Inc. 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.

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

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.

As a High Yield Fixed Income Portfolio Manager, responsible for final buy and sell decisions, portfolio construction, risk assessment and cash management. Participates in the research process and strategy discussions. Joined MFS in 2004; positions include Fixed Income Research Analyst. Previous experience includes 5 years as High Yield Analyst at Franklin Templeton Investments; 2 years as Financial Economist/Treasury Market Analyst at Thomson Financial Services; 2 years as Economist at Standard and Poor's/DRI.

As an Emerging Market Debt Portfolio Manager, responsible for final buy and sell decisions, portfolio construction, risk assessment and cash management. Participates in the research process and strategy discussions. Joined MFS in 2005; positions include Emerging Markets Debt Portfolio Manager; Emerging Markets Sovereign Fixed Income Research Analyst. Previous experience includes 8 years as Economist at International Monetary Fund; 1 year as Lecturer at London School of Economics; 4 years as Research/Teaching Assistant at Financial Markets Group. Affiliations include CFA Institute, Boston Security Analysts Society, Inc. London School of Economics, Ph.D. London School of Economics, MS. McGill University, BA