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MFS Meridian Funds-Prudent Wealth A1 USD

Ranked 2 out of 36 in - Flexible USD over 12 months
All calculations are in USD unless stated

Managed by

Barnaby Wiener

Barnaby Wiener was born in Wimbish, Essex in 1967. He attended Ampleforth College where he studied History, and is an Oxford University graduate. He started his career in the British Army where he was a Captain, and then joined Credit Lyonnais as an equity research analyst. He later joined Merrill Lynch as a research analyst before joining MFS International in 1998. Barnaby is currently an investment officer and portfolio manager at MFS . He uses a bottom-up process of selecting securities. Outside of fund mangement he lists sailing, running and the cinema/theatre as his main interests.

Objective

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 in concentrated portfolio of global stocks; with the flexibility to invest without limit in debt securities of corporate and government issuers based on its view of the relative value of different types of securities and/or other market conditions..

Showing fund performance in Singapore View performance globally

Performance

Flexible USD over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 1.2% 1.4% 1.0%
2017 18.1% 4.0% 5.8% 3.1% 4.1%
2016 -1.8% 1.2% 0.3% 2.0% -5.2%
2015 6.0% 3.2% -0.6% 1.0% 2.3%
2014 1.1% 0.9% 2.1% -2.6% 0.7%
2013 14.2% 5.1% 1.8% 4.6% 2.0%
2012 9.4% 5.3% -1.2% 4.1% 1.0%
2011 1.8% 1.4% 5.2% -4.1% -0.5%
2010 6.0% 0.7% -3.7% 8.2% 1.0%
2009 8.5% -7.1% 7.6% 9.2% -0.7%
2008 -4.0% -5.1% 2.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/08/2018

Top 10 Holdings

Stock Size
LEG Immobilien AG ORD 3.70%
Costco Wholesale Corp ORD 2.72%
TAG Immobilien AG ORD 2.61%
Bank of America Inc Repo 2.36%
AMERICAN HONDA FIN CORP DISC COML PAPER 3/A3 YRS 3&4 0.000% 05-Sep-2018 2.15%
Grand City Properties SA ORD 1.99%
Nestle SA ORD 1.87%
Fed Home Loan Bk 0.000% 04-Sep-2018 1.87%
US Treasury 1.375% 30-Sep-2018 1.73%
Walmart Inc 0.000% 24-Sep-2018 1.73%
31/08/2018

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Hong Kong
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Portugal
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date03/03/2008
  • Share Class size846Mn
  • Base currencyUSD
  • ISIN LU0337786437

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.15%
  • Initial investment1.15%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).