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Anz Oa Tap-mfs Global Equity Ef (LP65003723)

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3.546 +0.020    +0.60%
23/04 - Closed. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 880K
Type:  Fund
Market:  Australia
Issuer:  OnePath/ANZ Group
ISIN:  AU60ANZ09370 
Asset Class:  Equity
ANZ OA TAP-MFS Global Equity EF 3.546 +0.020 +0.60%

LP65003723 Overview

 
On this page you'll find an in-depth profile of Anz Oa Tap-mfs Global Equity Ef. Learn about the key management, total assets, investment strategy and contact information of LP65003723 among other information.
Category

Equity World Large Blend

Total Assets

880K

Expenses

Inception Date

Sep 19, 2005

Investment Strategy

The Trust invests in all types of ordinary shares and equivalents of US and non-US issuers. The MFS style ensures that companies are selected as opposed to countries which my lead to country over/underweighting relative to the MSCI World Index.

Contact Information

Address GPO Box 5306
,
Australia
Phone -

Top Executives

Name Title Since Until
Ryan P. McAllister Portfolio Manager 2016 Now
Biography - As an Equity Portfolio Manager, responsible for final buy and sell decisions, portfolio construction and risk and cash management. Participates in the research process and strategy discussions. - Joined MFS in 2007 - Previous experience includes 3 years as Officer in the Distressed Work Out Group at LaSalle Bank; 2 years as Financial Analyst — Investment Banking at Deutsche Bank - Affiliations include CFA Institute, CFA Society of Boston - University of Chicago, MBA, with honors - University of Notre Dame, BBA, summa cum laude
Roger M. Morley Investment Officer 2009 Now
Biography - Equity Portfolio Manager - As an Equity Portfolio Manager, responsible for final buy and sell decisions, portfolio construction and risk and cash management. Participates in the research process and strategy discussions. - Joined MFS in 2002; previous positions include Global Equity Research Analyst - Previous experience includes 3 years as Associate — Healthcare Group at Deutsche Bank AG — Global Investment Banking; 2 years as Financial Analyst — Technology and Media Group at Alex, Brown & Sons - INSEAD, MBA, with distinction - University of Cambridge, MA
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