Company |
Fund Name |
ISIN |
Currency |
Inception Date |
Rating |
Risk |
Profile |
MFS Meridian Funds |
MFS M Fd SICAV High Yield FD A1 Cap |
LU0035377810 |
USD |
01/07/1997 |
2 |
Medium |
The Fund’s objective is total return, with an emphasis on high current income but also considering capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in below investment grade debt instruments. The Fund generally focuses its investments in U.S. corporate debt instruments, but may also invest in non-U.S. issuers located in developed and emerging market countries and government debt instruments. |
MFS Meridian Funds |
MFS M. Fd SICAV High Yield FD A2 |
LU0035378891 |
USD |
01/07/1997 |
2 |
Medium |
The Fund’s objective is total return, with an emphasis on high current income but also considering capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in below investment grade debt instruments. The Fund generally focuses its investments in U.S. corporate debt instruments, but may also invest in non-U.S. issuers located in developed and emerging market countries and government debt instruments. |
MFS Meridian Funds |
MFS M. Fd SICAV US Conc Growth A1 |
LU0094555157 |
USD |
12/03/1999 |
3 |
Medium |
The Fund’s objective is capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in U.S. equity securities. The Fund may also invest in non-U.S. equity securities. The Fund generally invests in 50 or fewer companies. The Fund generally focuses its investments in companies it believes to have above average earnings growth potential compared to other companies (growth companies). The Fund generally focuses its investments in larger companies, but may invest in companies of any size. |
MFS Meridian Funds |
MFS M. European Research Fd A1 Cap |
LU0094557526 |
EUR |
12/03/1999 |
4 |
Medium |
The Fund’s objective is capital appreciation, measured in Euros. The Fund invests primarily (at least 75%) in European Economic Area equity securities. The European Economic Area includes countries in the European Union, Iceland, Liechtenstein, and Norway. Some of the countries in the European Economic Area, primarily those in Eastern Europe, are currently considered emerging market economies. The Fund may also invest in other European countries. |
MFS Meridian Funds |
MFS M. Fd SICAV Absolut Ret A1 Cap |
LU0094560157 |
EUR |
12/03/1999 |
4 |
High |
The Fund’s objective is total return, measured in U.S. dollars. The Fund seeks to produce a positive return from a combination of individual security selection and managing exposure to asset classes, markets and currencies regardless of market conditions. In selecting individual investments for the Fund, the Fund invests primarily in debt instruments of issuers located in developed and emerging market countries, including government, mortgage-backed, and corporate debt. The Fund invests substantially in investment grade debt instruments. The Fund may invest in debt instruments of any maturity, but generally focuses its investments in short and intermediate term debt instruments. |
MFS Meridian Funds |
MFS M.Global Equity Fund A1 EUR |
LU0094560744 |
EUR |
12/03/1999 |
4 |
Medium |
The Fund’s objective is capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in equity securities of companies located in developed and emerging market countries. The Fund may invest in companies it believes to have above average earnings growth potential compared to other companies (growth companies), in companies it believes are undervalued compared to their perceived worth (value companies,) or in a combination of growth and value companies. The Fund generally focuses its investments in larger companies, but may invest in companies of any size. |
MFS Meridian Funds |
MFS M.Europ Smaller Compan FdA1 EUR |
LU0125944966 |
EUR |
05/11/2001 |
5 |
Medium |
The Fund’s investment objective is capital appreciation, measured in Euros. The Fund invests primarily in a portfolio of small to mid-cap European equities chosen from issuers located throughout Europe based on the extensive bottom-up fundamental research of MFS's equity research team. The Fund invests primarily (i.e., at least 75% of its total assets) in equity and equity-related securities of smaller-cap issuers that are based in European Economic Area (“EEA”) countries. Smaller-cap companies are generally those with market capitalisations less than €10 billion. |
MFS Meridian Funds |
MFS M. European Growth Fd A1 EUR |
LU0125946151 |
EUR |
01/10/2002 |
3 |
Medium |
The Fund’s investment objective is capital appreciation, measured in Euros. The Fund invests primarily in a portfolio of European equity securities. The Fund invests primarily (i.e., at least 75% of its total assets) in equity and equity-related securities of issuers that are based in European Economic Area (“EEA”) countries. |
MFS Meridian Funds |
MFS M. Emer Markets Debt A1 USD Cap |
LU0125948108 |
USD |
31/01/2001 |
4 |
Medium |
The Fund’s investment objective is total return, measured in US Dollars. The Fund takes a top-down research-intensive approach to investing primarily in emerging markets debt securities. The Fund invests primarily (i.e., at least 70% of its total assets) in debt securities and other fixed-income investments, which are issued by, or which provide exposure to, government, government-related, supranational and corporate issuers that are based in emerging markets countries or exercise a preponderant part of their economic activity in emerging markets countries. |
MFS Meridian Funds |
MFS M. Emerg.Mkts. Debt Fd A2 USD |
LU0125948280 |
USD |
01/10/2002 |
4 |
Medium |
The Fund’s investment objective is total return, measured in US Dollars. The Fund takes a top-down research-intensive approach to investing primarily in emerging markets debt securities. The Fund invests primarily (i.e., at least 70% of its total assets) in debt securities and other fixed-income investments, which are issued by, or which provide exposure to, government, government-related, supranational and corporate issuers that are based in emerging markets countries or exercise a preponderant part of their economic activity in emerging markets countries. |
MFS Meridian Funds |
MFS Meridian Funds Eurp Val -A1- |
LU0125951151 |
EUR |
01/10/2002 |
5 |
Low |
The Fund’s investment objective is capital appreciation, measured in Euros. The Fund invests primarily in a portfolio of European equity securities believed to be undervalued relative to their earnings growth potential based on the bottom-up fundamental research of MFS equity investment professionals. The Fund invests primarily (i.e., at least 75% of its total assets) in equity and equity-related securities of issuers that are based in European Economic Area (“EEA”) countries which MFS believes are undervalued in the market relative to their long-term potential. |
MFS Meridian Funds |
MFS M. U.S. Value Fund A1 USD |
LU0125979160 |
USD |
01/02/2002 |
3 |
Medium |
The Fund’s objective is capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in U.S. equity securities. The Fund may also invest in non-U.S. equity securities. The Fund generally focuses its investments in companies it believes to be undervalued compared to their perceived worth (value companies). The Fund generally focuses its investments in larger companies, but may invest in companies of any size. |
MFS Meridian Funds |
MFS M. Fd SICAV Global Res Fd A1 |
LU0219417861 |
EUR |
26/09/2005 |
3 |
High |
The Fund’s objective is capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in equity securities of companies located in developed and emerging market countries. The Fund may invest in companies it believes to have above average earnings growth potential compared to other companies (growth companies), companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies. The Fund may invest in companies of any size. |
MFS Meridian Funds |
MFS M. Asia Pac. ex-Japan A1 Cap |
LU0219418679 |
EUR |
26/09/2005 |
3 |
Medium |
The Fund’s objective is capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in Asian Pacific equity securities excluding Japanese equity securities. The Fund may invest in companies it believes to have above average earnings growth potential compared to other companies (growth companies), in companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies. The Fund may invest in companies of any size. |
MFS Meridian Funds |
MFS M Global Balanced Fd A1 EUR Cap |
LU0219418836 |
EUR |
26/09/2005 |
5 |
Medium |
The Fund’s primary investment objective is total return, measured in US Dollars. This team-managed Fund invests in a portfolio blending a mix of large-cap value equity securities and investment grade government debt securities of global issuers, with historical allocations of approximately 60% equity securities and 40% debt securities. The Fund invests in a combination of equity and debt securities of global issuers. The Fund invests: (i) at least 30%, but not more than 75%, of its total assets in equity and equity-related securities (which are not convertible bonds) of global issuers and (ii) at least 25%, but not more than 70%, of its total assets in debt securities of global issuers (including emerging market debt securities). |
MFS Meridian Funds |
MFS M. Fd SICAV Global Conc Fd A1 |
LU0219418919 |
EUR |
26/09/2005 |
5 |
Medium |
The Fund’s objective is capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in equity securities of companies located in developed and emerging market countries. The Fund focuses its investments in equity securities of companies located in developed market countries. The Fund generally invests in 50 or fewer companies. The Fund may invest in companies it believes to have above average earnings growth potential compared to other companies (growth companies), in companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies. |
MFS Meridian Funds |
MFS M Emerg Mkts Debt Fd A1 EUR Cap |
LU0219422606 |
EUR |
26/09/2005 |
4 |
Medium |
The Fund’s investment objective is total return, measured in US Dollars. The Fund takes a top-down research-intensive approach to investing primarily in emerging markets debt securities. The Fund invests primarily (i.e., at least 70% of its total assets) in debt securities and other fixed-income investments, which are issued by, or which provide exposure to, government, government-related, supranational and corporate issuers that are based in emerging markets countries or exercise a preponderant part of their economic activity in emerging markets countries. |
MFS Meridian Funds |
MFS M. Fd SICAV European Res Fd A1 |
LU0219431003 |
GBP |
26/09/2005 |
4 |
Medium |
The Fund’s objective is capital appreciation, measured in Euros. The Fund invests primarily (at least 75%) in European Economic Area equity securities. The European Economic Area includes countries in the European Union, Iceland, Liechtenstein, and Norway. Some of the countries in the European Economic Area, primarily those in Eastern Europe, are currently considered emerging market economies. The Fund may also invest in other European countries. |
MFS Meridian Funds |
MFS Meridan Global Equity A1 Dis |
LU0219431268 |
GBP |
26/09/2005 |
5 |
Medium |
The Fund’s objective is capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in equity securities of companies located in developed and emerging market countries. The Fund may invest in companies it believes to have above average earnings growth potential compared to other companies (growth companies), in companies it believes are undervalued compared to their perceived worth (value companies,) or in a combination of growth and value companies. The Fund generally focuses its investments in larger companies, but may invest in companies of any size. |
MFS Meridian Funds |
MFS M. Asia Pac. ex-Japan Fd. Gbp |
LU0219431342 |
GBP |
26/09/2005 |
3 |
Medium |
The Fund’s objective is capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in Asian Pacific equity securities excluding Japanese equity securities. The Fund may invest in companies it believes to have above average earnings growth potential compared to other companies (growth companies), in companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies. The Fund may invest in companies of any size. |
MFS Meridian Funds |
MFS Meridian Glob Total Ret A1 Dis |
LU0219431771 |
GBP |
26/09/2005 |
5 |
Medium |
The Fund’s primary investment objective is total return, measured in US Dollars. This team-managed Fund invests in a portfolio blending a mix of large-cap value equity securities and investment grade government debt securities of global issuers, with historical allocations of approximately 60% equity securities and 40% debt securities. The Fund invests in a combination of equity and debt securities of global issuers. The Fund invests: (i) at least 30%, but not more than 75%, of its total assets in equity and equity-related securities (which are not convertible bonds) of global issuers and (ii) at least 25%, but not more than 70%, of its total assets in debt securities of global issuers (including emerging market debt securities). |
MFS Meridian Funds |
MFS M. UK Equity Fund A2 GBP |
LU0219431854 |
GBP |
27/02/2006 |
5 |
Medium |
The Fund’s objective is capital appreciation, measured in Sterling. The Fund invests primarily (at least 70%) in U.K. equity securities. The Fund may also invest in other equity securities, including other European equity securities. The Fund may invest in companies it believes to have above average earnings growth potential compared to other companies (growth companies), in companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies. The Fund may invest in companies of any size. The Fund may invest a relatively large percentage of its assets in a small number of issuers. |
MFS Meridian Funds |
MFS M. Conti European Eq Fd A2 GBP |
LU0219432076 |
GBP |
27/02/2006 |
5 |
Low |
The Fund’s objective is capital appreciation, measured in Euros. The Fund invests primarily (at least 70%) in continental European equity securities. Some of the countries in continental Europe, primarily those in Eastern Europe, are currently considered emerging market economies. The Fund may invest in companies it believes to have above average earnings growth potential compared to other companies (growth companies), in companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies. The Fund may invest in companies of any size. |
MFS Meridian Funds |
MFS Meridian Em Markets Debt A1 Cap |
LU0219432159 |
GBP |
26/09/2005 |
4 |
Medium |
The Fund’s investment objective is total return, measured in US Dollars. The Fund takes a top-down research-intensive approach to investing primarily in emerging markets debt securities. The Fund invests primarily (i.e., at least 70% of its total assets) in debt securities and other fixed-income investments, which are issued by, or which provide exposure to, government, government-related, supranational and corporate issuers that are based in emerging markets countries or exercise a preponderant part of their economic activity in emerging markets countries. |
MFS Meridian Funds |
MFS M.European Research Fd A1 Cap |
LU0219440335 |
USD |
12/06/2000 |
4 |
Medium |
The Fund’s objective is capital appreciation, measured in Euros. The Fund invests primarily (at least 75%) in European Economic Area equity securities. The European Economic Area includes countries in the European Union, Iceland, Liechtenstein, and Norway. Some of the countries in the European Economic Area, primarily those in Eastern Europe, are currently considered emerging market economies. The Fund may also invest in other European countries. |
MFS Meridian Funds |
MFS M.European Growth Fund A1 USD |
LU0219440509 |
USD |
26/09/2005 |
3 |
Medium |
The Fund’s investment objective is capital appreciation, measured in Euros. The Fund invests primarily in a portfolio of European equity securities. The Fund invests primarily (i.e., at least 75% of its total assets) in equity and equity-related securities of issuers that are based in European Economic Area (“EEA”) countries. |
MFS Meridian Funds |
MFS M.Europ Sml Companies Fd A1 USD |
LU0219440681 |
USD |
26/09/2005 |
5 |
Medium |
The Fund’s investment objective is capital appreciation, measured in Euros. The Fund invests primarily in a portfolio of small to mid-cap European equities chosen from issuers located throughout Europe based on the extensive bottom-up fundamental research of MFS's equity research team. The Fund invests primarily (i.e., at least 75% of its total assets) in equity and equity-related securities of smaller-cap issuers that are based in European Economic Area (“EEA”) countries. Smaller-cap companies are generally those with market capitalisations less than €10 billion. |
MFS Meridian Funds |
MFS M.European Value Fund A1 USD |
LU0219440764 |
USD |
26/09/2005 |
5 |
Low |
The Fund’s investment objective is capital appreciation, measured in Euros. The Fund invests primarily in a portfolio of European equity securities believed to be undervalued relative to their earnings growth potential based on the bottom-up fundamental research of MFS equity investment professionals. The Fund invests primarily (i.e., at least 75% of its total assets) in equity and equity-related securities of issuers that are based in European Economic Area (“EEA”) countries which MFS believes are undervalued in the market relative to their long-term potential. |
MFS Meridian Funds |
MFS M. Global Equity Fund A1 USD |
LU0219441069 |
USD |
26/09/2005 |
4 |
Medium |
The Fund’s objective is capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in equity securities of companies located in developed and emerging market countries. The Fund may invest in companies it believes to have above average earnings growth potential compared to other companies (growth companies), in companies it believes are undervalued compared to their perceived worth (value companies,) or in a combination of growth and value companies. The Fund generally focuses its investments in larger companies, but may invest in companies of any size. |
MFS Meridian Funds |
MFS M. Fd SICAV Global Res Fd A1 |
LU0219441143 |
USD |
26/09/2005 |
4 |
High |
The Fund’s objective is capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in equity securities of companies located in developed and emerging market countries. The Fund may invest in companies it believes to have above average earnings growth potential compared to other companies (growth companies), companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies. The Fund may invest in companies of any size. |
MFS Meridian Funds |
MFS M.Asia Pac. ex-Japan Fd A1 USD |
LU0219441226 |
USD |
12/06/2000 |
3 |
Medium |
The Fund’s objective is capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in Asian Pacific equity securities excluding Japanese equity securities. The Fund may invest in companies it believes to have above average earnings growth potential compared to other companies (growth companies), in companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies. The Fund may invest in companies of any size. |
MFS Meridian Funds |
MFS M Global Balanced Fd A1 USD Cap |
LU0219441499 |
USD |
31/01/2001 |
4 |
Medium |
The Fund’s primary investment objective is total return, measured in US Dollars. This team-managed Fund invests in a portfolio blending a mix of large-cap value equity securities and investment grade government debt securities of global issuers, with historical allocations of approximately 60% equity securities and 40% debt securities. The Fund invests in a combination of equity and debt securities of global issuers. The Fund invests: (i) at least 30%, but not more than 75%, of its total assets in equity and equity-related securities (which are not convertible bonds) of global issuers and (ii) at least 25%, but not more than 70%, of its total assets in debt securities of global issuers (including emerging market debt securities). |
MFS Meridian Funds |
MFS M. Fd SICAV Global Conc Fd A1 |
LU0219441572 |
USD |
08/04/1999 |
4 |
Medium |
The Fund’s objective is capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in equity securities of companies located in developed and emerging market countries. The Fund focuses its investments in equity securities of companies located in developed market countries. The Fund generally invests in 50 or fewer companies. The Fund may invest in companies it believes to have above average earnings growth potential compared to other companies (growth companies), in companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies. |
MFS Meridian Funds |
MFS M. UK Equity Fund A1 USD |
LU0219441655 |
USD |
27/02/2006 |
5 |
Medium |
The Fund’s objective is capital appreciation, measured in Sterling. The Fund invests primarily (at least 70%) in U.K. equity securities. The Fund may also invest in other equity securities, including other European equity securities. The Fund may invest in companies it believes to have above average earnings growth potential compared to other companies (growth companies), in companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies. The Fund may invest in companies of any size. The Fund may invest a relatively large percentage of its assets in a small number of issuers. |
MFS Meridian Funds |
MFS M.Continental Eur Eq Fd A1 USD |
LU0219441739 |
USD |
27/02/2006 |
5 |
Low |
The Fund’s objective is capital appreciation, measured in Euros. The Fund invests primarily (at least 70%) in continental European equity securities. Some of the countries in continental Europe, primarily those in Eastern Europe, are currently considered emerging market economies. The Fund may invest in companies it believes to have above average earnings growth potential compared to other companies (growth companies), in companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies. The Fund may invest in companies of any size. |
MFS Meridian Funds |
MFS M.Global Balanced Fund A2 USD |
LU0219442380 |
USD |
26/09/2005 |
4 |
Medium |
The Fund’s primary investment objective is total return, measured in US Dollars. This team-managed Fund invests in a portfolio blending a mix of large-cap value equity securities and investment grade government debt securities of global issuers, with historical allocations of approximately 60% equity securities and 40% debt securities. The Fund invests in a combination of equity and debt securities of global issuers. The Fund invests: (i) at least 30%, but not more than 75%, of its total assets in equity and equity-related securities (which are not convertible bonds) of global issuers and (ii) at least 25%, but not more than 70%, of its total assets in debt securities of global issuers (including emerging market debt securities). |
MFS Meridian Funds |
MFS M Fd SICAV Global Multi A1 Cap |
LU0219442463 |
USD |
26/09/2005 |
3 |
Medium |
The Fund’s objective is total return, measured in U.S. dollars. The Fund seeks to produce returns by: 1) allocating assets to a mix of asset classes, 2) selecting individual securities within those asset classes, and 3) managing exposure to asset classes, markets and currencies through the use of derivatives. The Fund’s target allocations among asset classes are 15% in inflation-adjusted debt instruments; 35% in other global debt instruments; 30% in global equity securities; 15% in commodity- related instruments; and 5% in global real estate-related investments. These allocations do not reflect cash balances and may change over time. |
MFS Meridian Funds |
MFS M US Gov Bond Fund A1 USD Cap |
LU0219442547 |
USD |
26/09/2005 |
4 |
Medium |
The Fund’s objective is total return with an emphasis on current income but also considering capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in U.S. government securities, including mortgagebacked securities. The Fund invests substantially all of its assets in investment grade debt instruments. The Fund may invest a relatively large percentage of its assets in a single issuer or a small number of issuers. |
MFS Meridian Funds |
MFS M Limited Maturity A1 USD Cap |
LU0219442893 |
USD |
26/09/2005 |
3 |
Medium |
The Fund’s objective is total return, with an emphasis on current income but also considering capital preservation, measured in U.S. dollars. The Fund invests primarily in debt instruments issued in U.S. dollars, including U.S. and non-U.S. corporate, government, and mortgage-backed debt instruments. The Fund invests substantially in investment grade debt instruments. The average maturity of the Fund’s investments (taking into account features of the investments that are expected to shorten an investment’s maturity such as prepayments) will generally not exceed five years. |
MFS Meridian Funds |
MFS M Research Bond Fund A1 USD Cap |
LU0219442976 |
USD |
26/09/2005 |
3 |
Medium |
The Fund’s objective is total return, measured in U.S. dollars. The Fund invests primarily (at least 70%) in investment grade U.S. debt instruments, including U.S. government, mortgage-backed, and corporate debt instruments. The Fund may also invest in debt instruments of non-U.S. issuers located in developed and emerging market countries and below investment grade debt instruments. The Fund may use derivatives for hedging and/or investment purposes, including to increase or decrease exposure to a particular market, segment of the market, or security, to manage interest rate or currency exposure or other characteristics of the Fund, or as alternatives to direct investments. |
MFS Meridian Funds |
MFS M. Fd SICAV Global Multi Fd A2 |
LU0219443198 |
USD |
26/09/2005 |
3 |
Medium |
The Fund’s objective is total return, measured in U.S. dollars. The Fund seeks to produce returns by: 1) allocating assets to a mix of asset classes, 2) selecting individual securities within those asset classes, and 3) managing exposure to asset classes, markets and currencies through the use of derivatives. The Fund’s target allocations among asset classes are 15% in inflation-adjusted debt instruments; 35% in other global debt instruments; 30% in global equity securities; 15% in commodity- related instruments; and 5% in global real estate-related investments. These allocations do not reflect cash balances and may change over time. |
MFS Meridian Funds |
MFS M. U.S. Gov. Bond Fund A2 USD |
LU0219443271 |
USD |
26/09/2005 |
4 |
Medium |
The Fund’s objective is total return with an emphasis on current income but also considering capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in U.S. government securities, including mortgagebacked securities. The Fund invests substantially all of its assets in investment grade debt instruments. The Fund may invest a relatively large percentage of its assets in a single issuer or a small number of issuers. |
MFS Meridian Funds |
MFS M. Limited Maturity Fd A2 USD |
LU0219443354 |
USD |
26/09/2005 |
3 |
Medium |
The Fund’s objective is total return, with an emphasis on current income but also considering capital preservation, measured in U.S. dollars. The Fund invests primarily in debt instruments issued in U.S. dollars, including U.S. and non-U.S. corporate, government, and mortgage-backed debt instruments. The Fund invests substantially in investment grade debt instruments. The average maturity of the Fund’s investments (taking into account features of the investments that are expected to shorten an investment’s maturity such as prepayments) will generally not exceed five years. |
MFS Meridian Funds |
MFS M.Research Bond Fund A2 USD |
LU0219443438 |
USD |
26/09/2005 |
3 |
Medium |
The Fund’s objective is total return, measured in U.S. dollars. The Fund invests primarily (at least 70%) in investment grade U.S. debt instruments, including U.S. government, mortgage-backed, and corporate debt instruments. The Fund may also invest in debt instruments of non-U.S. issuers located in developed and emerging market countries and below investment grade debt instruments. The Fund may use derivatives for hedging and/or investment purposes, including to increase or decrease exposure to a particular market, segment of the market, or security, to manage interest rate or currency exposure or other characteristics of the Fund, or as alternatives to direct investments. |
MFS Meridian Funds |
MFS M Fd SICAV Absolute Ret A1 Cap |
LU0219443784 |
USD |
26/09/2005 |
4 |
High |
The Fund’s objective is total return, measured in U.S. dollars. The Fund seeks to produce a positive return from a combination of individual security selection and managing exposure to asset classes, markets and currencies regardless of market conditions. In selecting individual investments for the Fund, the Fund invests primarily in debt instruments of issuers located in developed and emerging market countries, including government, mortgage-backed, and corporate debt. The Fund invests substantially in investment grade debt instruments. The Fund may invest in debt instruments of any maturity, but generally focuses its investments in short and intermediate term debt instruments. |
MFS Meridian Funds |
MFS M. Fd SICAV Absolute Ret Fd A2 |
LU0219444246 |
USD |
26/09/2005 |
4 |
High |
The Fund’s objective is total return, measured in U.S. dollars. The Fund seeks to produce a positive return from a combination of individual security selection and managing exposure to asset classes, markets and currencies regardless of market conditions. In selecting individual investments for the Fund, the Fund invests primarily in debt instruments of issuers located in developed and emerging market countries, including government, mortgage-backed, and corporate debt. The Fund invests substantially in investment grade debt instruments. The Fund may invest in debt instruments of any maturity, but generally focuses its investments in short and intermediate term debt instruments. |
MFS Meridian Funds |
MFS M Inflation-Ad Bd Fd A1 USD Cap |
LU0219444592 |
USD |
26/09/2005 |
3 |
Medium |
The Fund’s objective is total return that exceeds the rate of inflation as measured in the U.S. over the long term, measured in U.S. dollars. The Fund invests primarily (at least 70%) in inflation-adjusted debt instruments. The Fund invests primarily in U.S. Treasury inflation-adjusted debt instruments, but may also invest in inflation-adjusted debt instruments issued by other U.S. and foreign government and corporate entities. The Fund invests substantially all of its assets in investment grade debt instruments. The Fund may invest a relatively large percentage of its assets in a single issuer or a small number of issuers. |
MFS Meridian Funds |
MFS M.Inflation-Adj. Bd Fd A2 USD |
LU0219444675 |
USD |
26/09/2005 |
3 |
Medium |
The Fund’s objective is total return that exceeds the rate of inflation as measured in the U.S. over the long term, measured in U.S. dollars. The Fund invests primarily (at least 70%) in inflation-adjusted debt instruments. The Fund invests primarily in U.S. Treasury inflation-adjusted debt instruments, but may also invest in inflation-adjusted debt instruments issued by other U.S. and foreign government and corporate entities. The Fund invests substantially all of its assets in investment grade debt instruments. The Fund may invest a relatively large percentage of its assets in a single issuer or a small number of issuers. |
MFS Meridian Funds |
MFS Meridian Gl Cons Fd A1 USD Cap |
LU0337786437 |
USD |
04/03/2008 |
4 |
Medium |
The Fund’s objective is capital appreciation, measured in U.S. dollars. The Fund normally focuses its investments in equity securities of issuers located in developed and emerging market countries, however may invest without limit in debt instruments of corporate and government issuers based on its view of the relative value of different types of securities and/or other market conditions. The Fund generally focuses its equity investments in companies it believes to be undervalued compared to their perceived worth (value companies). The Fund may invest in companies of any size. The fund may invest in below investment grade debt instruments. The Fund may invest a relatively large percentage of its assets in a small number of issuers. |
MFS Meridian Funds |
MFS M Emer Mar Debt Loc CCY A1 Cap |
LU0406716257 |
EUR |
25/03/2009 |
2 |
Medium |
The Fund’s investment objective is total return, measured in U.S. Dollars. The Fund takes a top-down research-intensive approach to investing primarily in emerging markets debt securities. The Fund invests primarily (i.e., at least 70% of its total assets) in debt securities and other fixed-income investments which are denominated in the currency of emerging market countries. |
MFS Meridian Funds |
MFS Meridian US Value A1 HD EUR Cap |
LU0583241160 |
EUR |
01/02/2011 |
NULL |
NULL |
The Fund’s objective is capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in U.S. equity securities. The Fund may also invest in non-U.S. equity securities. The Fund generally focuses its investments in companies it believes to be undervalued compared to their perceived worth (value companies). The Fund generally focuses its investments in larger companies, but may invest in companies of any size. |