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MFS Meridian Funds-Global Equity A1 EUR

Ranked 237 out of 278 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Ryan P. McAllister

Roger Morley

Roger Morley was born in the early seventies. He studied at INSEAD gaining an MBA in 1992. He also studied history at Cambridge University. Roger began his career in the financial markets in 1995 working as an financial analyst at Alex Brown & Sons. In 1997 he joined Deutsche Bank where he worked as an associate. He is currently a portfolio manager at MFS Meridian running a number of different strategies.

Objective

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.

Showing fund performance in Finland View performance globally

Performance

Global over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.5%
2017 6.7% 5.9% -0.1% -0.7% 1.6%
2016 10.7% -2.1% 2.9% 3.4% 6.3%
2015 7.5% 15.0% -3.5% -8.3% 5.5%
2014 17.0% -0.1% 4.6% 4.0% 7.6%
2013 22.2% 12.5% -1.8% 3.9% 6.4%
2012 19.0% 10.8% -0.3% 5.1% 2.5%
2011 -3.4% -3.5% 1.1% -10.9% 11.2%
2010 19.8% 9.0% -3.6% 1.6% 12.1%
2009 26.5% -7.2% 11.3% 13.9% 7.5%
2008 -31.1% -11.6% -4.9% -0.9% -17.4%
2007 -2.4% 1.1% 3.3% -2.7% -3.9%
2006 9.6% 5.4% -4.7% 7.1% 1.9%
2005 21.4% 3.1% 5.0% 8.1% 3.8%
2004 8.7% 5.9% 2.9% -3.2% 3.2%
2003 5.5% -9.8% 9.4% 1.8% 5.0%
2002 -25.5% 3.0% -15.6% -14.6% 0.3%
2001 -6.8% -5.5% 7.4% -17.2% 11.0%
2000 -0.1% 9.0% -2.2% 1.9% -8.0%
1999 11.7% -4.8% 25.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Finland
  6. France
  7. Germany
  8. Hong Kong
  9. Italy
  10. Luxembourg
  11. Netherlands
  12. Norway
  13. Peru
  14. Portugal
  15. Singapore
  16. Spain
  17. Sweden
  18. Switzerland
  19. Taiwan
  20. United Kingdom

Fund Info

  • Launch date12/03/1999
  • Share Class size479Mn
  • Base currencyEUR
  • ISIN LU0094560744

Purchase Info

  • Min. initial investment4,000
  • Min. regular additional investment0

Charges

  • Annual management1.05%
  • Initial investment1.05

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