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MFS Meridian US Concentrated Growth Class WH1 - Accumulation (GBP)

Sell:4,425.00p Buy:4,425.00p Change: 9.00p (0.20%)
Prices as at 16 December 2025
Sell:4,425.00p
Buy:4,425.00p
Change: 9.00p (0.20%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 16 December 2025
Sell:4,425.00p
Buy:4,425.00p
Change: 9.00p (0.20%)
Prices as at 16 December 2025
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
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

UK investors need little introduction to America. It's the world's biggest stock market and is home to world-leading companies in almost every industry there is, from media and film, through to manufacturing and transportation. We think most diversified portfolios should have some exposure to the US market. But it's one of the most heavily researched in the world so share prices of well-known companies can react quickly to new information. We think this can make it more difficult for fund managers to find opportunities missed by others and to consistently perform better than the broader market over the long term. Many funds investing in the US aim to grow the value of your original investment, rather than pay a high level of income. Some focus on the largest companies in the market. Others look for opportunities amongst small and medium-sized companies, which may offer greater growth potential, but are higher risk.

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

16/12/20 to 16/12/21 16/12/21 to 16/12/22 16/12/22 to 16/12/23 16/12/23 to 16/12/24 16/12/24 to 16/12/25
Annual return 20.95% -20.04% 20.07% 16.46% 5.48%

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: Jeffrey C. Constantino
Manager start date: 28 June 2007
Manager located in: .

As an Equity Portfolio Manager, responsible for buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions. Joined MFS in 2000; positions include Equity Research Analyst. Previous experience includes 3 years as Financial Consultant, M&A Group at Arthur Anderson. Affiliations include CFA Institute, Certified Public Accountant. The Wharton School, MBA, highest honors with distinction, Palmer Scholar. University of Illinois, BS, Highest Honors, Bronze Tablet Recipient

Manager Name: Joseph A. Skorski
Manager start date: 1 July 2019
Manager located in: Tokyo

Joseph A. Skorski is an investment officer and international equity research analyst at MFS Investment Management (MFS). His is responsible for identifying the most attractive investment opportunities in his assigned investment universe and works closely with MFS' portfolio managers to ensure investment ideas are properly positioned within portfolios. He is based in MFS' Tokyo office. Joseph joined MFS in 2007. He previously served as an equity research analyst at Putnam Investments for six years and spent five years as a manager at consulting firm Accenture. He began his career in financial services in 1997. Joseph earned his Bachelor of Science with distinction from Cornell University and his Master of Business Administration from The Massachusetts Institute of Technology. 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
Invest now