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MFS Meridian Funds-Global Energy A1 USD

Ranked 17 out of 28 in - Energy over 12 months
All calculations are in GBP unless stated

Objective

The Fund' s objective is capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in equity securities of companies in the energy sector located in developed and emerging market countries.

Showing fund performance in United Kingdom View performance globally

Performance

Energy over : 31/05/2016 - 31/05/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 -4.7%
2016 39.5% 6.2% 15.7% 4.6% 8.6%
2015 -12.2% 2.4% -5.4% -11.3% 2.2%
2014 -8.7% 0.5% 7.6% -4.6% -11.5%
2013 12.2% 12.0% -0.1% -0.3% 0.6%
2012 -3.9% 0.4% -6.5% 5.1% -2.5%
2011 -3.1% 8.9% -4.3% -20.1% 16.3%
2010 16.8% 5.0% -13.6% 9.9% 17.3%
2009 3.4% 17.7% 4.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2017

Top 10 Holdings

Stock Size
BP PLC ORD 8.60
Schlumberger NV ORD 6.64
Cairn Energy PLC ORD 4.99
EOG Resources Inc ORD 4.84
Eni SpA ORD 4.60
Oil Search Ltd ORD 3.99
Riverstone Energy Ltd ORD 3.86
Pioneer Natural Resources Co ORD 3.68
Anadarko Petroleum Corp ORD 3.51
EQT Corp ORD 3.32
31/03/2017

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 date26/03/2009
  • Share Class size10Mn
  • Base currencyUSD
  • ISIN LU0406711456

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.05%

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