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MFS Meridian Funds Global Energy A1 GBP

Ranked 12 out of 14 in - Energy over 12 months
All calculations are in GBP

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.

Performance

Energy over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 8.4% 0.7% 7.6% 0.1%
2013 12.5% 12.4% -0.3% -0.4% 0.8%
2012 -4.5% -0.2% -5.9% 4.8% -2.9%
2011 -3.6% 7.8% -4.3% -19.5% 15.9%
2010 17.7% 4.5% -12.8% 9.4% 18.1%
2009 27.1% 3.6% 17.7% 4.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date25/03/2009
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN LU0406711969

Purchase Info

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

Charges

  • Annual management1.0%

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