MFS Meridian Funds - Global New Discovery Fund W1 USDS'inscrire pour voir les notations |
Performance du fonds | 30/09/2024 |
Base 1000 (EUR) | Graphique Avancé |
Fonds | - | 20,5 | -22,3 | 14,3 | 7,1 | |
+/-Cat | - | -3,7 | -5,7 | 2,6 | -1,5 | |
+/-Ind | - | -4,6 | -10,1 | 2,0 | -4,2 | |
Catégorie: Actions Internationales Petites & Moy. Cap. | ||||||
Benchmark: Morningstar Gbl SMID NR USD |
Vue d’Ensemble | ||
VL 03/10/2024 | USD 10,87 | |
Évolution jour | -0,57% | |
Catégorie Morningstar | Actions Internationales Petites & Moy. Cap. | |
ISIN | LU2219429060 | |
Actif du fonds (Mil) 03/10/2024 | EUR 6,27 | |
Actif de la part (Mil) 03/10/2024 | USD 0,22 | |
Frais de souscription max | - | |
Frais courants 15/12/2023 | 0,95% | |
PEA | non | |
PEAPME | non |
Objectif d’Investissement: MFS Meridian Funds - Global New Discovery Fund W1 USD |
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), in companies it believes are undervalued compared to their perceived worth (value companies,) or in a combination of growth and value companies. The Fund generally focuses its investments in companies with small to medium market capitalizations, but may invest in companies of any size. 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. The Investment Manager may consider environmental, social and governance (ESG) factors in its fundamental investment analysis alongside other factors. |
Returns | ||||||||||
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Gestion | ||
Nom du gérant Date de début | ||
Michael Grossman 02/12/2020 | ||
Sandeep Mehta 02/12/2020 | ||
Click here to see others | ||
Date de création 02/12/2020 |
Publicité |
Benchmark | |
Benchmark du fonds | Benchmark de la catégorie Morningstar |
MSCI ACWI SMID NR USD | Morningstar Gbl SMID NR USD |
Target Market | ||||||||||||||||||||
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Que détient ce fonds ? MFS Meridian Funds - Global New Discovery Fund W1 USD | 31/08/2024 |
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5 premières lignes | Secteur | % |
Cranswick PLC | Consommation Défensive | 2,61 |
GFL Environmental Inc | Industriels | 2,38 |
Westinghouse Air Brake Technolog... | Industriels | 2,25 |
Icon PLC | Santé | 2,06 |
Howmet Aerospace Inc | Industriels | 2,01 |
Hausse Baisse Nouveau dans le portefeuille | ||
MFS Meridian Funds - Global New Discovery Fund W1 USD | ||
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Les performances sont calculées en Euro |