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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 Holdings

Comprehensive information about top holdings and Key Holding Information for the MFS Concentrated Global Equity Trust Wholesale (0P0000XWHN) fund. Our MFS Concentrated Global Equity Trust Wholesale portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	0.930	0.930	0.000
Stocks	99.070	99.070	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.432	17.282
Price to Book	4.081	2.865
Price to Sales	3.559	1.927
Price to Cash Flow	15.202	10.919
Dividend Yield	1.844	2.251
5 Years Earnings Growth	9.107	11.321

Sector Allocation

Name	Net %	Category Average
Healthcare	19.870	13.294
Financial Services	18.400	15.801
Industrials	16.420	11.007
Technology	11.300	19.612
Consumer Defensive	11.280	10.013
Consumer Cyclical	8.860	11.402
Basic Materials	8.590	5.765
Communication Services	5.280	7.595

Region Allocation

Equities

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 29

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Visa A	US92826C8394	5.56	309.90	+0.82%
Schneider Electric	FR0000121972	5.13	240.10	+1.39%
Thermo Fisher Scientific	US8835561023	4.82	516.10	+0.64%
Willis Towers Watson	IE00BDB6Q211	4.71	314.16	+1.80%
Medtronic	IE00BTN1Y115	4.64	84.74	+0.75%
Richemont	CH0210483332	4.63	117.65	-0.80%
The Charles Schwab	US8085131055	4.48	80.80	+0.42%
Diageo	GB0002374006	4.44	2,350.0	-0.32%
Oracle	US68389X1054	4.17	192.43	+0.88%
Louis Vuitton	FR0000121014	4.14	574.90	-0.09%

Top Equity Funds by MFS International Australia Pty Ltd

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	MFS Fully Hedged Global Equity Tru		6.39B	7.59	0.87	8.62

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Recent Quotes

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