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Mfs Meridian Funds - Prudent Capital Fund Ah1 Eur (0P00019665)
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20/12 - Closed. Currency in EUR
- Morningstar Rating:
- Total Assets: 2.61B
Type:
Fund
Market:
Luxembourg
Issuer:
MFS Meridian Funds
ISIN:
LU1442549298
Asset Class:
Equity
MFS Meridian Funds - Prudent Capital Fund AH1 EUR
11.940
+0.040
+0.34%
- Overview
- Profile
- Historical Data
- Holdings
0P00019665 Overview
On this page you'll find an in-depth profile of Mfs Meridian Funds - Prudent Capital Fund Ah1 Eur. Learn about the key management, total assets, investment strategy and contact information of 0P00019665 among other information.
Investment Strategy
The Fund’s objective is capital appreciation, measured in U.S. dollars. The Investment Manager normally invests the Fund’s assets across different asset classes, including an allocation to equity securities and an allocation to debt instruments and cash-equivalents (defined as bank deposits, money market instruments, units of money market funds and reverse repurchase transactions), based on its view of the relative value of different types of securities and/or other market conditions. The Investment Manager expects the Fund’s allocations among asset classes will normally fall within the following ranges: 50% to 90% in equity securities, and 10% to 50% in debt instruments and cash-equivalents. However, the Fund may invest outside of these ranges and its exposure to these asset classes may vary significantly from time to time. 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).
Contact Information
Address
L-1246, Luxembourg
,
Luxembourg
,
Luxembourg
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| 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 | - | 2018 | 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. | ||
| David P. Cole | Portfolio Manager | 2016 | 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. | ||
| Barnaby M. Wiener | Portfolio Manager | 2016 | 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. | ||
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