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MFS Meridian Funds Emerging Markets Debt A1 GBP

Ranked 28 out of 36 in - Emerging Markets Global Hard Currency over 12 months
All calculations are in GBP

Managed by

Matt Ryan

As vice president of MFS Investment Management, and portfolio manager of emerging market debt portfolios, offshore investment products and institutional accounts, Matthew Ryan has gained a comprehensive knowledge of international economics. A graduate of Williams College, he also holds a masters degree in international economics and foreign policy from John Hopkins University. Prior to joining MFS in 1997, Ryan spent four years as an economist at the International Monetary Fund and five years as an economist with the US Treasury Department. MFS named Boston-based Ryan a portfolio manager in 1998, and Vice President in 1999. Outside of fund management, Ryan enjoys skiing, hiking and relaxing with his family.

Ward Brown

Ward Brown was born in the late sixties. He studied at Mcgill University obtaining a degree in 1988. He then went on to gain his masters and PhD in economics from the London School of Economics. After completing his studies he worked as an economist at the IMF for seven years before spending five years working at the London School of Economics. He joined MFS in 2008 and is currently a portfolio manager. Outside of fund management he likes to unwind by playing a range of sports including golf and tennis.

Objective

The Fund's objective is total return, measured in U.S. dollars. The Fund invests primarily (at least 70%) in emerging market debt instruments. The Fund generally focuses its investments in U.S. dollar denominated emerging market debt instruments but may also invest in emerging market debt instruments issued in other currencies. Such emerging market countries are located in Latin America, Asia, Africa, the Middle East, and the developing countries of Europe, primarily Eastern Europe. The Fund generally focuses its investments in government and government-related debt instruments but may also invest in corporate debt instruments.

Performance

Emerging Markets Global Hard Currency over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 8.1% 2.3% 2.2% 3.4%
2013 -8.2% 5.7% -6.1% -6.2% -1.4%
2012 12.2% 2.2% 3.7% 3.9% 2.0%
2011 5.8% -2.3% 3.0% 0.2% 4.9%
2010 15.0% 10.6% 2.3% 1.7% -0.1%
2009 18.7% 4.7% -2.6% 15.7% 0.6%
2008 20.6% 0.2% -1.3% 6.3% 14.7%
2007 5.0% 2.1% -1.9% -0.5% 5.3%
2006 -2.9% 1.7% -8.7% 4.4% 0.2%
2005 3.5% 3.5%

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. Luxembourg
  10. Netherlands
  11. Norway
  12. Peru
  13. Portugal
  14. Singapore
  15. Spain
  16. Sweden
  17. Switzerland
  18. Taiwan
  19. United Kingdom

Fund Info

  • Launch date26/09/2005
  • Share Class size19Mn
  • Base currencyGBP
  • ISIN LU0219432159

Purchase Info

  • Min. initial investment2,500
  • Min. additional investment0

Charges

  • Annual management0.9%

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