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MFS Meridian Funds-Global Credit A1 GBP

Ranked 38 out of 114 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 : 30/04/2014 - 30/04/2015
  • Rank 38/114 Total Return
  • Rank 90/114 Standard Deviation
  • Rank 68/114 Max Drawdown
Fund Name Return
36 Wellington Global Bond S Hedged GBP

Currency exposure is hedged

Currency exposure is hedged

6.2%

37 F&C Global Bond 1 Inc

6.2%

38 MFS Meridian Funds-Global Credit A1 GBP

6.1%

38 Baring Global Bond Trust GBP Inc

6.1%

40 PIMCO GIS Income R GBP Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

6.1%

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).