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MFS Meridian Funds-Global Energy A1 USD

Ranked 7 out of 27 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 : 31/03/2015 - 31/03/2016

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 6.2%
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

29/02/2016

Top 10 Holdings

Stock Size
Exxon Mobil Corp ORD 8.32
BP PLC ORD 6.77
Cairn Energy PLC ORD 4.38
Schlumberger NV ORD 4.21
Chevron Corp ORD 3.90
Eni SpA ORD 3.65
Riverstone Energy Ltd ORD 3.44
Occidental Petroleum Corp ORD 3.33
EOG Resources Inc ORD 2.90
CMS Energy Corp ORD 2.59
29/02/2016

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 size12Mn
  • 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).