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MFS Meridian Funds-Global Equity A1 EUR

Ranked 99 out of 538 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

David Mannheim

David Mannheim graduated from Amherst College with a Bachelors degree and also graduated from the Massachusetts Institute of Technology. He started his financial career as a lending officer for the Midlantic National Bank. David joined MFS in 1988 as an equity research analyst and was promoted to portfolio manager in 1992. He is currently a senior vice president and director of core equity portfolio management and portfolio manager of global equity funds. Outside of fund management, David enjoys running.

Roger Morley

Roger Morley was born in the early seventies. He studied at INSEAD gaining and MBA in 1992. He also studied history at Cambridge University. Roger began his career in the financial markets in 1995 working as an financial analyst at Alex Brown & Sons. In 1997 he joined Deutsche Bank where he worked as an associate. He is currently a portfolio manager at MFS Meridian running a number of different strategies.

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 located in developed and emerging market countries.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 30/06/2015 - 30/06/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 5.4% 7.8%
2015 2.1% 7.3% -5.5% -4.6% 5.5%
2014 9.2% -0.7% 1.4% 1.2% 7.1%
2013 25.3% 17.3% -0.5% 1.3% 5.9%
2012 15.5% 10.5% -3.2% 3.5% 4.4%
2011 -5.8% -0.3% 3.1% -15.0% 7.8%
2010 15.5% 9.5% -11.5% 7.6% 10.9%
2009 16.2% -11.0% 2.3% 22.2% 4.5%
2008 -9.3% -4.0% -5.5% -1.3% 1.3%
2007 6.4% 1.8% 2.5% 0.9% 1.1%
2006 7.4% 7.1% -5.6% 5.0% 1.2%
2005 17.9% 0.1% 3.2% 9.0% 4.7%
2004 9.2% 0.5% 3.2% -1.0% 6.4%
2003 14.1% -4.5% 10.3% 2.6% 5.5%
2002 -20.6% 3.2% -10.8% -17.2% 4.1%
2001 -9.3% -6.5% 3.9% -14.8% 9.6%
2000 1.0% 5.1% 3.2% -4.0% -3.1%
1999 9.2% -5.9% 20.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/05/2016

Top 10 Holdings

Stock Size
Thermo Fisher Scientific Inc ORD 2.91
Time Warner Inc ORD 2.63
Nestle SA ORD 2.58
Honeywell International Inc ORD 2.54
Reckitt Benckiser Group PLC ORD 2.50
Accenture PLC ORD 2.49
Bayer AG ORD 2.39
Walt Disney Co ORD 2.25
Visa Inc ORD 2.16
Zimmer Biomet Holdings Inc ORD 1.97
31/05/2016

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Finland
  6. France
  7. Germany
  8. Hong Kong
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Peru
  13. Portugal
  14. Singapore
  15. Spain
  16. Sweden
  17. Switzerland
  18. Taiwan
  19. United Kingdom

Fund Info

  • Launch date12/03/1999
  • Share Class size518Mn
  • Base currencyEUR
  • ISIN LU0094560744

Purchase Info

  • Min. initial investment4,000
  • Min. regular additional investment0

Charges

  • Annual management1.05%

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