MFS Meridian Global Total Return Class WH1 - Accumulation (Hedged GBP)

Johnathan P. Munko is an investment officer and equity portfolio manager for the Total Return and Global Value strategies at MFS Investment Management® (MFS®). In this role, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. He also participates in the research process and strategy discussions. Johnathan joined MFS in 2010 as an equity research analyst following his participation in the firm's Summer MBA Internship program in 2009. He took on portfolio management responsibilities in 2019 and served as the US financial services sector leader as part of his analyst duties for three years. He previously served as a senior associate at PwC for two years, following three years as an associate. He began his career in the financial services industry in 2003. Johnathan earned a Bachelor of Science degree magna cum laude in accounting and computer science from Boston College and a Master of Business Administration degree from Dartmouth College's Tuck School of Business.

Joined MFS in 2002. Previous experience includes 1 year as Deputy Office Director at U.S. Department of the Treasury; 2 years as Assistant to the U.S. Executive Director at International Monetary Fund; 2 years as International Economist at U.S. Department of the Treasury. Author of: "Investing in Policy Reform," with James Leitzel, Journal of Institutional and Theoretical Economics; 155: 696-709, December 1999; "International Economist of the Year," 1999, by the U.S. Department of Treasury. Duke University, Ph.D. Duke University, MS. University of Michigan, BA

Vipin Narula is an investment officer and portfolio manager with MFS Investment Management® (MFS®). He is a member of the firm's Global Total Return portfolio management team and is responsible for buy and sell decisions, portfolio construction, risk control and cash management. He is based in Sydney. Vipin joined MFS in 2010 as an equity research analyst and assumed his current role in 2017. He served as a sector leader for the EAFE financial services sector team and as co?leader of the global financial services sector team from 2015 to 2018. Prior to joining the firm, he spent two years as a portfolio manager at Alpha Investment Management and seven years at Schroders Investment Management, Australia, including three years as CEO. He was previously with AXA Investment Management in Australia for ten years in various roles, including research analyst (Australian equities) and strategist (international markets). He began his career in the financial services industry in 1991. Vipin attained his ACA qualification (Associate of the Institute of Chartered Accountants in England and Wales) in 1983. He earned a Bachelor of Arts degree from London Metropolitan University.

As a Value Equity Portfolio Manager, responsible for final buy and sell decisions, portfolio construction, risk and cash management. Participates in the research process and strategy discussions. Joined MFS in 1989; positions include Equity Research Analyst; Marketing Representative; Teleservices Representative. Affiliations include CFA Institute, Boston Security Analysts Society, Inc. Boston College, MBA. University of New Hampshire, BS

Pilar Gomez-Bravo, CFA, is a fixed income portfolio manager with MFS Investment Management® (MFS®). She also has credit research responsibilities, mainly focusing on the European Financials sector. She is based in MFS' London office. Pilar joined MFS in 2013 from Imperial Capital, where she served as a managing director. She previously served as a portfolio manager and head of research at Negentropy Capital, within Matrix Asset Management, and co-founded Marengo Asset Management. From 2006 through 2010, she served as a senior portfolio manager and the head of credit, Europe, for Neuberger Berman. Pilar began her career in financial services at Lehman Brothers in 1997 and spent nine years with the firm, including serving as head of investment grade credit research for Europe. Pilar earned the equivalent of an LL.B in Law, and a Bachelor of Science in Economics and Business Science from Universidad Pontificia Comillas (ICADE E-3, Spain). She earned a Master of Business Administration from the Massachusetts Institute of Technology's Sloan School of Management. She has held the Chartered Financial Analyst designation since 2000. Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration, and active risk management.

Henry, who joined MFS in July 2019, brings more than 18 years of credit investing experience to the portfolio management team.

Robert Spector, CFA, is an investment officer and fixed income portfolio manager for MFS Investment Management® (MFS®). He is a member of several global fixed income, Canadian and multi-asset portfolio management teams and serves on MFS' Fixed Income Strategy and Global Rates and Currency committees. He is based in Toronto. Robert joined the firm in 2005. His previous positions include head of Canadian economics and strategy and senior economist and strategist at Merrill Lynch, financial economist at BMO Nesbit Burns and associate editor and research analyst at BCA Research Group. Robert earned his Bachelor of Arts degree at McGill University and his master's degree at the University of Western Ontario. His concentration for both degrees was in economics. He holds the Chartered Financial Analyst (CFA) designation.

TBC