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MFS Meridian Funds-Prudent Capital A1 USD

Ranked 10 out of 26 in - Aggressive USD over 12 months
All calculations are in EUR unless stated

Managed by

David Cole

Edward Dearing

Barnaby Wiener

Barnaby Wiener was born in Wimbish, Essex in 1967. He attended Ampleforth College where he studied History, and is an Oxford University graduate. He started his career in the British Army where he was a Captain, and then joined Credit Lyonnais as an equity research analyst. He later joined Merrill Lynch as a research analyst before joining MFS International in 1998. Barnaby is currently an investment officer and portfolio manager at MFS . He uses a bottom-up process of selecting securities. Outside of fund mangement he lists sailing, running and the cinema/theatre as his main interests.

Objective

The Funds objective is total return, measured in U.S. dollars. The Investment Manager normally invests the Funds assets across different asset classes, including equity securities, debt instruments, and cash and cash-equivalent instruments, based on its view of the relative value of different types of securities and/or other market conditions. The Investment Manager expects the Funds allocations among asset classes will normally fall within the following ranges: 50-90% in equity securities, 10-30% in fixed income instruments and 0-40% in cash and cash-equivalent instruments.

Showing fund performance in Luxembourg View performance globally

Performance

Aggressive USD over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.2% 7.1%
2017 -0.2% 2.8% -2.6% -2.0% 1.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Italy
  5. Luxembourg
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date02/11/2016
  • Share Class size133Mn
  • Base currencyUSD
  • ISIN LU1442548993

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.05%

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