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Mfs Concentrated Global Equity Trust (wholesale) (0P0000XWHN)

Sydney

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3.259 +0.010 +0.32%

20/11 - Delayed Data. Currency in AUD

Morningstar Rating:
Total Assets: 504.37M

Type: Fund

Market: Australia

Issuer: MFS Investment Management

ISIN: AU60ETL01723

Asset Class: Equity

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0P0000XWHN Overview

On this page you'll find an in-depth profile of Mfs Concentrated Global Equity Trust (wholesale). Learn about the key management, total assets, investment strategy and contact information of 0P0000XWHN among other information.

Investment Strategy

In selecting investments for the Trust, MFS is not constrained by any particular investment style. MFS may invest the Trust’s assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies), in the stocks of companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies. MFS uses an active bottom-up investment approach to buying and selling investments for the Trust.

Contact Information

Address 20 Martin Place, 15th Floor
Sydney, NSW 2000
Australia

Phone +612-9228-0400

Web www.mfs.com

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	2012	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
David R. Mannheim	Director	2008	2018
Biography	David R. Mannheim is an investment officer and equity portfolio manager of MFS Investment Management® (MFS®). David joined MFS in 1988 and was named portfolio manager in 1992 and director of International Equity Portfolio Management in 1999. He is a graduate of Amherst College and the MIT Sloan School of Management.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	MFS Concentrated .	3.259	+0.010	+0.32%