LSE - Delayed Quote • GBp
MFS Meridian Prudent Wealth I1 GBP (0P0000SIMT.L)
At close: April 23 at 9:00 PM GMT+1
Top 3 Holdings (7.59% of Total Assets)
Sector Weightings
Sector0P0000SIMT.L
Industrials 18.27%
Consumer Cyclical 15.80%
Real Estate 13.23%
Financial Services 11.13%
Technology 10.93%
Communication Services 10.32%
Healthcare 7.60%
Consumer Defensive 6.11%
Basic Materials 4.02%
Utilities 2.54%
Energy 0.04%
Overall Portfolio Composition (%)
| Cash | 13.43% |
| Stocks | 55.72% |
| Bonds | 27.20% |
| Others | 3.65% |
| Preferred | 0.00% |
| Convertible | 0.00% |
Bond Ratings
| US Government | 20.86% |
| AAA | 93.68% |
| AA | 0.00% |
| A | 0.89% |
| BBB | 5.18% |
| BB | 0.25% |
| B | 0.00% |
| Below B | 0.00% |
| Other | 0.00% |
Equity Holdings
| Average | 0P0000SIMT.L | Category Average |
|---|---|---|
| Price/Earnings | 0.05 | -- |
| Price/Book | 0.51 | -- |
| Price/Sales | 0.61 | -- |
| Price/Cashflow | 0.1 | -- |
| Median Market Cap | 16,308.57 | -- |
| 3 Year Earnings Growth | 7.79 | -- |
Bond Holdings
| Average | 0P0000SIMT.L | Category Average |
|---|---|---|
| Maturity | 9.85 | -- |
| Duration | 3.29 | -- |
| Credit Quality | -- | -- |
Performance & Risk
| YTD Return | 0.00% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 89 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.90 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | MFS Investment Management Company (Lux) S.à.r.l |
| Net Assets | -- |
| YTD Return | 2.19% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Mar 04, 2008 |
Fund Summary
Fund Summary Information Not Available
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