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Mfs Meridian Funds - Prudent Wealth Fund I1 Eur (0P0000SIMU)
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23/12 - Closed. Currency in EUR
- Morningstar Rating:
- Total Assets: 2.11B
Type:
Fund
Market:
Luxembourg
Issuer:
MFS Meridian Funds
ISIN:
LU0583243455
Asset Class:
Equity
MFS Meridian Funds - Prudent Wealth Fund I1 EUR
304.450
+0.750
+0.25%
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0P0000SIMU Overview
On this page you'll find an in-depth profile of Mfs Meridian Funds - Prudent Wealth Fund I1 Eur. Learn about the key management, total assets, investment strategy and contact information of 0P0000SIMU among other information.
Investment Strategy
The Fund’s objective is capital appreciation, measured in U.S. dollars. The Fund normally focuses its investments in equity securities of issuers located in developed and emerging market countries, however the Fund may invest without limit in debt instruments of corporate and government issuers and securitized instruments, as well as cash-equivalents, based on the Investment Manager’s view of the relative value of different types of securities and/or other market conditions. The Investment Manager seeks to reduce the volatility of the Fund’s returns relative to the global equity markets, as represented by the MSCI World Index (USD). The Fund may invest in companies it believes to have above average earnings growth potential compared to other companies, in companies it believes are undervalued compared to their perceived worth, or in a combination of growth and value companies. The Fund may invest in companies of any size.
Contact Information
Address
L-1246, Luxembourg
,
Luxembourg
,
Luxembourg
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| David P. Cole | Portfolio Manager | 2023 | Now |
| Biography | David P. Cole, CFA, is an Investment Officer of MFS Investment Management® (MFS®) and Portfolio Manager at the firm. David employed in the investment area of MFS since 2004 after working for five years as a High Yield Analyst for Franklin Templeton Investments. Prior to this, he served as a financial economist/treasury market analyst for Thomson Financial Services and two years as an economist for Standard and Poor's. David has a bachelor's degree from Cornell University and an MBA from University of California, Berkeley. He holds the Chartered Financial Analyst (CFA) designation. | ||
| Shanti Das-Wermes | - | 2022 | Now |
| Biography | - Equity Portfolio Manager - Investment Officer - 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 2010; previous positions include Analyst/Intern - European Equities;. - Previous experience includes 2 years as Associate at Audax Private Equity; 2 years as Business Analyst at McKinsey & Company;. - Harvard Business School, MBA - Indiana University, BA, summa cum laude, Phi Beta Kappa - London School of Economics & Political Science, General Course | ||
| Edward Dearing | - | 2019 | Now |
| Biography | Edward J. Dearing is an investment officer and Portfolio Manager at MFS Investment Management (MFS). Edward is responsible for final buy and sell decisions, portfolio construction, risk and cash management. He also participates in the firm’s research process and strategy discussions. He is based in London. Edward joined MFS in 2014 as an Equity Research Analyst and took on portfolio management responsibilities for the firm's Prudent Capital strategy in 2018, and the Prudent Wealth strategy in 2020. Prior to joining the firm, Edward worked at Deutsche Bank AG, where he focused on structured credit analysis and special situations lending. Before moving into finance, Edward practised law for just under six years, first with London-based Magic Circle firm Clifford Chance LLP, and then with Washington-based firm Covington & Burling LLP. Edward holds a Master of Arts degree in Law with honours from Cambridge University, and an MBA from the London Business School, where he was the Bank of America Merrill Lynch scholar. In his spare time Edward enjoys competitive chess, and in this respect holds the title of International Master. In his younger days Edward represented Scotland in multiple European and World Junior Chess Championships, and went on to represent his country in the world chess Olympiad. Edward has also written three books on chess strategy. | ||
| Barnaby M. Wiener | Portfolio Manager | 2008 | 2024 |
| Biography | Barnaby Wiener is an investment officer of MFS Investment Management® (MFS®) and equity portfolio manager of the international value, global value, and global total return portfolios of the firm's mutual funds, variable annuities, and institutional investment strategies. He is based in MFS' London office. Barnaby joined MFS as a research analyst in 1998. Previously, he was an equity research analyst at Merrill Lynch. Prior to that, he served as an equity research analyst at Crédit Lyonnais and as a captain in the British Army. He is a graduate of Ampleforth College and Oxford University. | ||
| Nevin P. Chitkara | Investment Officer | 2008 | 2011 |
| Biography | Nevin Chitkara is an investment officer of MFS Investment Management (MFS®) and a portfolio manager of the firm's value, total return, and global total return portfolios. Prior to being named portfolio manager in 2006, Nevin was an equity research analyst specializing in the business services, cellular telephone, and telephone services industries. Nevin joined MFS in 1997. Previously, he served on the corporate audit and business development staffs of General Electric Co. | ||
| Katrina A. Mead | Portfolio manager | 2008 | 2011 |
| Biography | Value Equity Portfolio Manager - Participates in the research process and strategy discussions, assesses portfolio risk, collaborates on portfolio construction, manages daily cash flows, and communicates investment policy and strategy - Joined MFS in 1997 as an Equity Research Analyst following global auto & auto parts, medical devices, telecom & networking and U.S. regional banks; named Associate Portfolio Manager in 2002; named Portfolio Manager in 2004 | ||
| Erik S. Weisman | Investment Officer | 2008 | 2011 |
| Biography | Erik Weisman, is an investment officer and portfolio manager at MFS Investment Management®. He manages the firm's inflation-adjusted bond, strategic income, global bond, global total return, and global government portfolios. He joined the firm in 2002 as a global sovereign fixed-income research analyst. Previously, he served for two years as assistant to the U.S. Executive Director and for two years as an international economist in the U.S. Department of the Treasury. Erik earned a bachelor's degree from the University of Michigan and master's and Ph.D. degree from Duke University. | ||
| Steven R. Gorham | Portfolio Manager | 2008 | 2011 |
| Biography | Steven R. Gorham, CFA, is an investment officer of MFS Investment Management® (MFS®) and a portfolio manager of the value and global balanced portfolios of our mutual funds, variable annuities, and institutional investment products. Steve joined MFS in 1989 as a teleservices representative and became a member of the Financial Advisor Division sales desk in 1991. In 1992 he joined the Equity Research Department, and he became a research analyst in 1993 and an investment officer in 1996. He was named portfolio manager in 2000. | ||
| Matthew W. Ryan | Senior Vice President | 2008 | 2010 |
| Biography | Matthew W. Ryan, CFA, is an investment officer and a portfolio manager of Massachusetts Financial Services Company. Before joining the firm in 1997, Matt worked for four years as an economist at the International Monetary Fund and for five years as an international economist with the U.S. Department of the Treasury. He was named a portfolio manager at MFS in 1998. He is a graduate of Williams College and earned a master's degree in international economics and foreign policy from Johns Hopkins University. Matt also holds the Chartered Financial Analyst (CFA) designation. | ||
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