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MFS Meridian Funds-Emerging Markets Debt WH1 GBP

Ranked 34 out of 35 in - Emerging Markets Global Hard Currency over 12 months
All calculations are in GBP unless stated

Managed by

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.

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.

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.

Showing fund performance in United Kingdom View performance globally

Performance

Emerging Markets Global Hard Currency over : 31/03/2015 - 31/03/2016
  • Rank 34/35 Total Return
  • Rank 16/35 Standard Deviation
  • Rank 24/35 Max Drawdown
Fund Name Currency Return
31 Allianz Emerging Markets Flexible Bond - R (H-GBP) GBP

-1.5%

32 Federated Emerging Markets Global Debt I GBP DIS

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.7%

33 F&C High Income Bond A GBP Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.9%

34 MFS Meridian Funds-Emerging Markets Debt WH1 GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.0%

35 Ashmore SICAV Turkish Debt R GBP Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.9%

Fund Name Currency Risk
14 Legg Mason WA Em Mkts Total Rtn Bd A Dis D HdgGBP

Currency exposure is hedged

Currency exposure is hedged

GBP

7.1

15 UBAM Emerging Market Bond AHC GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

7.1

16 MFS Meridian Funds-Emerging Markets Debt WH1 GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

7.1

17 Investec GSF Emerging Markets HC Debt S Acc GBP GBP

7.8

18 BSF Emerging Markets Flexi Dyn Bd A4RF GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

7.8

Fund Name Currency Loss
22 Neuberger Berman EM Debt Hard Curr GBP I Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-7.2%

23 Standard Life Inv Emerging Market Debt Retail Acc GBP

-7.4%

24 MFS Meridian Funds-Emerging Markets Debt WH1 GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-7.6%

25 Threadneedle Emerging Market Bd Ret Net Inc GBX GBP

-7.7%

26 Ashmore SICAV Emerging Markets Debt R GBP Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-7.8%

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 4.3%
2015 -0.2% 7.3% -5.7% -1.7% 0.4%
2014 11.4% 2.3% 2.3% 4.2% 2.1%
2013 -7.8% 5.8% -6.1% -6.0% -1.2%
2012 12.9% 2.4% 3.9% 3.9% 2.2%
2011 3.1% 0.2% 5.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Bahrain
  2. Belgium
  3. Chile
  4. Czech Republic
  5. Finland
  6. France
  7. Germany
  8. Greece
  9. Hong Kong
  10. Luxembourg
  11. Netherlands
  12. Norway
  13. Peru
  14. Singapore
  15. Sweden
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date01/02/2011
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN LU0583240949
  • Currency exposure is hedged

Purchase Info

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

Charges

  • Annual management0.90%
  • Initial investment0

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