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Mfs Meridian Funds - Global Research Focused Fund I1 Gbp (0P0000TX5B)

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410.080 +3.060    +0.75%
31/05 - Closed. Currency in GBP ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 130.87M
Type:  Fund
Market:  United Kingdom
Issuer:  MFS Meridian Funds
ISIN:  LU0648599784 
Asset Class:  Equity
MFS Meridian Funds - Global Research Focused Fund 410.080 +3.060 +0.75%

0P0000TX5B Overview

 
On this page you'll find an in-depth profile of Mfs Meridian Funds - Global Research Focused Fund I1 Gbp. Learn about the key management, total assets, investment strategy and contact information of 0P0000TX5B among other information.
Category

Global Large-Cap Blend Equity

Total Assets

130.87M

Expenses

0.75%

Inception Date

Aug 22, 2011

Investment Strategy

The Fund’s objective is capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in equity securities of companies located in developed and emerging market countries. The Fund may invest in companies it believes to have above average earnings growth potential compared to other companies (growth companies), companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies. The Fund may invest in companies of any size. The Fund may invest a relatively large percentage of its assets in a small number of companies. The Fund may invest a relatively large percentage of the Fund’s assets in a small number of countries and/or a particular geographic region.

Contact Information

Address L-1246, Luxembourg
,
Luxembourg
Phone -

Top Executives

Name Title Since Until
Akira Fuse - 2019 Now
Biography Akira Fuse, CMA, is an investment officer and institutional equity portfolio manager at MFS Investment Management® (MFS®). In this role, he participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines and manages daily cash flows. He also communicates investment policy, strategy and positioning. He is based in Japan. Akira joined MFS in 2019 in his current role. He previously served as an investment director at Capital Group for eleven years. Prior to that, he was the head of product management, international at Schroder Investment Management for three years, a global equity portfolio manager at Deutsche Asset Management for five years, a portfolio manager for non-Japan equity at IBJ NW Asset Management for three years and a portfolio manager at Sumitomo Life Insurance Company for nine years. He began his career in the financial services industry in 1988. Akira earned a Bachelor of Arts degree in economics from Osaka Prefecture University. He holds the Chartered Member of the Securities Analysts Association of Japan (CMA) designation.
James Keating Portfolio Manager 2014 Now
Biography James Keating is Portfolio Manager, General Oversight of a Team of Investment Professionals.James Keating is employed in the investment area of MFS since 2011.
Joseph G. MacDougall Portfolio Manager 2013 2019
Biography - As an Equity Institutional Portfolio Manager, participates in the research process and strategy discussions. Assesses portfolio risk, customizes portfolios to client objectives and guidelines, and manages daily cash flows. Communicates investment policy, strategy, and positioning., . - Joined MFS in 2000; previous positions include Senior Product Manager. - Affiliations include CFA Institute, CFA Society of Boston,. - Boston University, MBA - Boston College, BS
Joseph G. MacDougall Portfolio Manager 2005 2010
Biography - As an Equity Institutional Portfolio Manager, participates in the research process and strategy discussions. Assesses portfolio risk, customizes portfolios to client objectives and guidelines, and manages daily cash flows. Communicates investment policy, strategy, and positioning., . - Joined MFS in 2000; previous positions include Senior Product Manager. - Affiliations include CFA Institute, CFA Society of Boston,. - Boston University, MBA - Boston College, BS
James Keating Portfolio Manager 2005 2010
Biography James Keating is Portfolio Manager, General Oversight of a Team of Investment Professionals.James Keating is employed in the investment area of MFS since 2011.
Benjamin S. Kottler Portfolio Manager 1998 2010
Biography Ben Kottler, CFA, is an investment officer and an institutional equity portfolio manager of MFS Ben joined MFS in 2005. Prior to working at MFS, Ben served four years for State Street Global Advisors of Boston. Previous to that, he held positions as a European portfolio manager for Brown Brothers Harriman. Ben earned his bachelor's degree from the University of Durham.
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