MFS Meridian Funds - Prudent Wealth Fund WH1 GBPRegistrer deg for å få tilgang til rangeringer |
Avkastningshistorikk | 31.03.2024 |
Vekst av 1 000 (NOK) | Mer detaljert graf |
Fond | 14,8 | 5,4 | -17,9 | 24,5 | 6,9 | |
+/- Kat | 10,1 | -4,8 | -6,8 | 7,1 | -2,0 | |
+/- Idx | 8,9 | -4,8 | -8,0 | 5,2 | -2,8 | |
Kategori: Kombinasjonsfond, GBP, 40-60% aksjer | ||||||
Referanseindekser: Morningstar UK Mod Tgt Allo... |
Statistikk | ||
NAV 25.04.2024 | GBP 20,17 | |
Endring 1 dag | 0,12% | |
Morningstar Kategori™ | Kombinasjonsfond, GBP, 40-60% aksjer | |
ISIN | LU0583244008 | |
Fondets størrelse(m) 25.04.2024 | USD 2654,35 | |
Andelskl. kapital(m) 31.03.2024 | USD 2,95 | |
Maks kjøpsavg | - | |
Løpende kostnader 15.12.2023 | 1,30% |
Morningstar Research |
Analyst Report | 07.12.2023 Francesco Paganelli, Senior Analyst Morningstar, Inc |
MFS Meridian Prudent Wealth is a strong offering for investors seeking a risk-conscious exposure to global stocks, thanks to a well-supported veteran portfolio manager and a robust investment process, although high fees on some share classes... | |
Klikk her for å lese analyserapporten |
Morningstars pillarer | |
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Personer | 25 |
Forvaltningsselskap | 24 |
Prosess | 25 |
Resultater | |
Kostnader |
Investeringsprofil: MFS Meridian Funds - Prudent Wealth Fund WH1 GBP |
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 the Fund may invest without limit in debt instruments of corporate and government issuers and securitized instruments, as well as cash-equivalents, based on the Investment Manager’s view of the relative value of different types of securities and/or other market conditions. The Investment Manager seeks to reduce the volatility of the Fund’s returns relative to the global equity markets, as represented by the MSCI World Index (USD). The Fund may invest in companies it believes to have above average earnings growth potential compared to other companies, in companies it believes are undervalued compared to their perceived worth, or in a combination of growth and value companies. The Fund may invest in companies of any size. |
Avkastning | |||||||||||||
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Forvaltning | ||
Navn på forvalter Forvaltet siden | ||
Edward Dearing 01.03.2018 | ||
Barnaby Wiener 04.03.2008 | ||
Startdato 01.02.2011 |
Annonse |
Referanseindekser | |
Fondets referanseindeks | Morningstar referanseindeks |
MSCI World NR USD | Morningstar UK Mod Tgt Alloc NR GBP |
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Porteføljeprofil MFS Meridian Funds - Prudent Wealth Fund WH1 GBP | 29.02.2024 |
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