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MFS Meridian Funds-Blended Rsrch Europ Eq A1 EUR

Ranked 53 out of 133 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

James Fallon

James Fallon is an investment officer and a portfolio manager at MFS Investment Management. Fallon manages domestic and international quantitative portfolios as a member of the MFS Quantitative Solutions Team. He joined MFS in 1999 as a securities lending administrator, later becoming an equity research associate, then equity quantitative research analyst, before assuming his current role in 2007. Prior to joining MFS, Fallon served as mutual fund custody accountant for Investors Bank & Trust. He holds a bachelor’s degree from the University of New Hampshire and a MBA from Boston University, as well as being a CFA charter holder.

Matthew Krummell

Matthew Krummell is an investment officer and portfolio manager at MFS Investment Management, where he has worked since 2001. Krummell joined the firm as a quantitative equity research analyst, having previously worked as an analyst and portfolio manager at Pioneer Investments. Before this he held positions at Putnam Investments and Mellon Capital Management. Krummell earned a bachelor’s degree from the University of California and a Master of Business Administration from the University of Chicago.

Jonathan Sage

As a portfolio manager and investment officer at MFS Investment Management, Jonathan Sage manages blended research equity strategies and is responsible for portfolio construction, as well as risk and cash management. Sage joined MFS in 2000 as a quantitative research analyst and was named portfolio manager in 2005. Prior to joining MFS, he spent two years as a supervisor of portfolio administration for Santander Global Advisors, Inc. and three years as a senior mutual fund accountant for First Data Investor Services Group. Sage earned a bachelor’s degree from Tufts University and holds both a Masters of Business Administration and a Masters of Finance from Boston College.

John Stocks

Objective

The Funds objective is capital appreciation, measured in Euros. The Fund invests primarily (at least 70%) in European equity securities. Some of the countries in 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 generally focuses its investments in larger companies, but may invest in companies of any size.

Showing fund performance in Norway View performance globally

Performance

Europe over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -3.9% 3.2% 0.6%
2017 11.7% 5.7% 1.1% 2.6% 1.9%
2016 8.4% -5.0% 1.8% 4.3% 7.4%
2015 9.2% 17.1% -2.3% -7.3% 3.1%
2014 3.8% 0.3% 2.3% -0.6% 1.8%
2013 16.2% 7.4% -1.6% 7.3% 2.5%
2012 19.8% 9.0% -0.8% 6.5% 4.2%
2011 8.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/08/2018

Top 10 Holdings

Stock Size
Nestle SA ORD 3.91%
Novartis AG ORD 3.47%
Roche Holding AG Par 3.43%
BP PLC ORD 2.83%
LVMH Moet Hennessy Louis Vuitton SE ORD 2.67%
British American Tobacco PLC ORD 2.40%
Royal Dutch Shell PLC ORD 2.27%
Novo Nordisk A/S ORD 2.21%
Bayer AG ORD 2.13%
Eni SpA ORD 1.92%
31/08/2018

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Hong Kong
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date22/08/2011
  • Share Class size03Mn
  • Base currencyEUR
  • ISIN LU0648597655

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.65%

Related News

MFS overhauls concentrated European equity fund

US asset manager drops high-conviction approach and adds large-cap emphasis to UK equity chief’s fund.

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