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MFS Meridian Funds-Em Mkts Dbt Local Curr WH1 EUR

Ranked 60 out of 83 in - Emerging Markets Global Local Currency over 12 months
All calculations are in EUR unless stated

Managed by

Ward Brown

Ward Brown was born in the late sixties. He studied at Mcgill University obtaining a degree in 1988. He then went on to gain his masters and PhD in economics from the London School of Economics. After completing his studies he worked as an economist at the IMF for seven years before spending five years working at the London School of Economics. He joined MFS in 2008 and is currently a portfolio manager. Outside of fund management he likes to unwind by playing a range of sports including golf and tennis.

Matt Ryan

As vice president of MFS Investment Management, and portfolio manager of emerging market debt portfolios, offshore investment products and institutional accounts, Matthew Ryan has gained a comprehensive knowledge of international economics. A graduate of Williams College, he also holds a masters degree in international economics and foreign policy from John Hopkins University. Prior to joining MFS in 1997, Ryan spent four years as an economist at the International Monetary Fund and five years as an economist with the US Treasury Department. MFS named Boston-based Ryan a portfolio manager in 1998, and Vice President in 1999. Outside of fund management, Ryan enjoys skiing, hiking and relaxing with his family.

Objective

The Fund's objective is total return, measured in U.S. dollars. The Fund invests primarily (at least 70%) in emerging market debt instruments. The Fund generally focuses its investments in U.S. dollar denominated emerging market debt instruments but may also invest in emerging market debt instruments issued in other currencies.

Showing fund performance in Luxembourg View performance globally

Performance

Emerging Markets Global Local Currency over : 31/08/2017 - 31/08/2018
  • Rank 60/83 Total Return
  • Rank 69/83 Standard Deviation
  • Rank 61/83 Max Drawdown
Fund Name Currency Return
58 Nordea1 Emerging Market Local Debt Plus HB EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-12.5%

59 UniInstitutional Local EM Bonds EUR

-12.6%

60 MFS Meridian Funds-Em Mkts Dbt Local Curr WH1 EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-12.8%

61 Goldman Sachs Em Mkts Debt Local Pf E EUR EUR

-12.9%

62 Pictet-Emerging Local Currency Debt-HI EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-13.1%

Fund Name Currency Risk
67 PARVEST Bond World Emerging Local I RH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

11.8

68 HSBC GIF GEM Local Currency Rates EH EUR C

Currency exposure is hedged

Currency exposure is hedged

EUR

11.8

69 MFS Meridian Funds-Em Mkts Dbt Local Curr WH1 EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

11.9

70 Loomis Sayles Emerging Debt & Ccies Fd H-N/D (EUR)

Currency exposure is hedged

Currency exposure is hedged

EUR

12.0

71 Invesco Emerging Local Curr Debt A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

12.2

Fund Name Currency Loss
59 Vontobel Fund Sust Em Markets LC Bond H EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-14.6%

60 GAM Multibond - Local Emerging Bd-EUR C

Currency exposure is hedged

Currency exposure is hedged

EUR

-15.6%

61 MFS Meridian Funds-Em Mkts Dbt Local Curr WH1 EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-15.7%

62 Nordea1 Emerging Market Local Debt Plus HB EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-16.1%

63 Pictet-Emerging Local Currency Debt-HI EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-16.2%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 4.2% -11.8%
2017 10.9% 6.0% 2.2% 4.0% -1.6%
2016 9.0% 10.0% 2.8% 2.4% -5.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Hong Kong
  4. Italy
  5. Luxembourg
  6. Switzerland

Fund Info

  • Launch date08/12/2015
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN LU1307988458
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.85%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).