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Mfs Hedged Global Equity Trust W (0P00007H8C)

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1.000 -0.010    -0.90%
28/05 - Closed. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 6.39B
Type:  Fund
Market:  Australia
Issuer:  MFS Investment Management
ISIN:  AU60ETL00410 
Asset Class:  Equity
MFS Fully Hedged Global Equity Trust 1.000 -0.010 -0.90%

0P00007H8C Overview

 
On this page you'll find an in-depth profile of Mfs Hedged Global Equity Trust W. Learn about the key management, total assets, investment strategy and contact information of 0P00007H8C among other information.
Category

Equity World - Currency Hedged

Total Assets

6.39B

Expenses

Inception Date

Jan 14, 2005

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

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 2005 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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Yan Haku
Yan Haku Nov 07, 2020 22:58
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