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MFS Meridian Funds Global Bond A1 GBP

Ranked 99 out of 110 in - Global 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.

Erik Weisman

Based in his native Boston, Erik Weisman is a fund manager at MFS International. Weisman has previously worked as the assistant to the US Executive Director for the International Monetary Fund, later spending a year as an International Economist for the US Treasury. Weisman focuses on bond funds for MFS, which he runs with an emphasis on macro, fundamental factors. He was educated at both Duke University and the University of Michigan, where he achieved a masters and a PhD. In his spare time, he enjoys listening to music, as well as taking an interest in medieval British history and Shakespeare.

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 debt instruments of issuers located in developed and emerging markets countries. The Fund generally focuses its investments in government and government-related debt instruments of developed and emerging market countries, but may also invest in corporate debt instruments. The Fund generally focuses its investments in investment grade debt instruments, but may also invest in below investment grade debt instruments.

Performance

Global over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 3.2% 2.1% 0.8% 0.3%
2013 -9.8% 5.3% -5.9% -5.8% -3.5%
2012 -0.4% -3.6% 3.2% 0.1% 0.0%
2011 5.3% -3.5% 3.6% 6.0% -0.6%
2010 10.0% 7.3% 1.9% 1.7% -1.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Hong Kong
  6. Luxembourg
  7. Netherlands
  8. Norway
  9. Singapore
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date21/12/2009
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN LU0458496196

Purchase Info

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

Charges

  • Annual management0.8%

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