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MFS Meridian Funds-Global Credit A1 GBP

Ranked 50 out of 118 in - Global over 12 months
All calculations are in GBP

Objective

The Funds objective is total return, with an emphasis on current income, but also considering capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in debt instruments. The Fund generally focuses its investments in (i) investment grade debt instruments, (ii) corporate debt instruments and (iii) debt instruments of issuers located in developed countries. The Fund may also invest in below investment grade debt instruments, government or government-related debt instruments and/or debt instruments of issuers located in emerging markets.

Performance

Global over : 31/05/2014 - 31/05/2015
  • Rank 50/118 Total Return
  • Rank 89/118 Standard Deviation
  • Rank 74/118 Max Drawdown
Fund Name Loss
72 PIMCO GIS Diversified Income Inst GBP Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

-3.2%

73 Legg Mason WA Global Multi Strat Pr Dis M H GBP

Currency exposure is hedged

Currency exposure is hedged

-3.2%

74 MFS Meridian Funds-Global Credit A1 GBP

-3.3%

75 Legg Mason Brandywine Gl Inc Opt A D M Hdg + e GBP

Currency exposure is hedged

Currency exposure is hedged

-3.4%

76 CF Canlife Global Bond B Acc

-3.4%

Total Return

Quarterly Performance

to 31/03/2015 Annual Q1 Q2 Q3 Q4
2015 3.7%
2014 7.3% 2.1% 0.8% 0.8% 3.5%
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 management0.6%

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