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The Fund’s objective is capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in equity securities of companies in the energy sector located in developed and emerging market countries. The Fund may also invest in debt instruments. The Fund may invest in companies it believes to have above average earnings growth potential compared to other companies (growth companies), in 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.
Name | Title | Since | Until |
---|---|---|---|
Not Disclosed | - | 2009 | 2020 |
Ryan P. McAllister | Portfolio Manager | 2013 | 2019 |
Biography | Ryan McAllister, Investment Officer and Portfolio Manager, has been employed in the investment area of MFS since 2007. | ||
James Neale | - | 2012 | 2019 |
Christopher Jennings | Portfolio Manager | 2010 | 2016 |
Biography | Christopher joined MFS in 2004 as an Equity Research Analyst; named Portfolio Manager in 200. Previous experience includes: one-and-a-half years as an Equity Portfolio Manager for Morgan Stanley Investment Management; and three years as a Telecom Research Analyst, and two years as a Portfolio Manager for UBS Asset Management. Christopher graduated from Cambridge University with an MA in Economics and Business Management, a Post Graduate Certificate in Manufacturing Management in 1996 and is a qualified CFA. | ||
Michael Hulme | - | 2009 | 2010 |
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