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MFS Meridian Funds-Emerging Markets Debt WH1 GBP

Ranked 31 out of 53 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 Funds 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 : 31/05/2017 - 31/05/2018
  • Rank 31/53 Total Return
  • Rank 11/53 Standard Deviation
  • Rank 17/53 Max Drawdown
Fund Name Currency Return
29 Stone Harbor Emer Markets Debt Blend Pfl I GBP Acc GBP

-2.4%

30 Goldman Sachs Em Markets Debt Pf I GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.5%

31 MFS Meridian Funds-Emerging Markets Debt WH1 GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.6%

32 First State Emerging Markets Bond A Acc Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.7%

33 Investec GSF Emerging Markets HC Debt I Acc GBP GBP

-2.7%

Fund Name Currency Risk
9 BGF Emerging Markets Bond A2 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

3.3

10 Goldman Sachs Em Markets Debt Pf I GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

3.3

11 MFS Meridian Funds-Emerging Markets Debt WH1 GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

3.4

12 PIMCO GIS Emerging Markets Bond Inst GBP Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

3.5

13 T Rowe Emerging Markets Bond IH 10 GBP Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

3.5

Fund Name Currency Loss
15 Goldman Sachs Em Markets Debt Pf I GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.7%

16 MMA II - Emerging Markets Debt I-Ukdist (GBPh)

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.7%

17 MFS Meridian Funds-Emerging Markets Debt WH1 GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.8%

18 Barclays GA - Emerging Market Debt M Inc GBP GBP

-4.9%

19 F&C High Income Bond A GBP Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.9%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.8%
2017 7.6% 3.2% 1.8% 2.6% -0.2%
2016 9.1% 4.3% 5.2% 4.6% -4.9%
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. Italy
  11. Luxembourg
  12. Netherlands
  13. Norway
  14. Peru
  15. Singapore
  16. Sweden
  17. Switzerland
  18. United Kingdom

Fund Info

  • Launch date01/02/2011
  • Share Class size02Mn
  • 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).