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MFS Meridian Funds - European Value Fund WH1 GBP (0P0000SIMO.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
2,837.00+35.00 (+1.25%)
At close: 08:00PM GMT

MFS Meridian Funds - European Value Fund WH1 GBP

4, rue Albert Borschette

L-1246, Luxembourg

Grand Duchy of Luxembourg

Management Information
Benjamin Stone,Lead Manager since December 1, 2008
Benjamin Stone, IIMR *Investment Officer *Equity Portfolio Manager *As an Equity Portfolio Manager, responsible for buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions. *Joined MFS in 2005; previous positions include Equity Research Analyst. *Previous experience includes 9 years as Research Analyst at Schroders Investment Management. *Affiliations include Institute of Investment Management and Research. *Durham University, BA, 2:1
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategorySector Equity Other
Fund FamilyMFS Investment Management Company (Lux) S.à.r.l
Net AssetsN/A
YTD Return12.17%
Morningstar Rating★★★★★
Inception DateFeb 1, 2011

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover-27.00%
Average for CategoryN/A

Fees & Expenses

Expense0P0000SIMO.LCategory Average
Annual Report Expense Ratio (net)1.20%0.00%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales Load0.00%N/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A