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MFS Meridian Prudent Capital Class WH1 - Accumulation (GBP)

Sell:1,398.00p Buy:1,398.00p Change: 6.00p (0.43%)
Prices as at 20 December 2024
Sell:1,398.00p
Buy:1,398.00p
Change: 6.00p (0.43%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 20 December 2024
Sell:1,398.00p
Buy:1,398.00p
Change: 6.00p (0.43%)
Prices as at 20 December 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

The Mixed and Flexible Investment sectors could be the answer for investors who want to leave the asset allocation decisions to an expert. Funds in these sectors invest a certain amount of their portfolio in shares, from 0% to 35% in the case of the Mixed Investment 0-35% Shares Sector, 20% to 60% for the Mixed Investment 20-60% Shares Sector, 40% to 85% for the Mixed Investment 40-85% Shares Sector, and 0% to 100% for the Flexible Investment Sector. Any proportion of the fund not invested in shares can be invested in bonds, cash, currencies, commodities or property. Funds within these sectors can be very different from each other so they'll perform differently too. Each should be looked at on its own merits, taking account of your investment objectives and the amount of risk you want to take.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

20/12/19 to 20/12/20 20/12/20 to 20/12/21 20/12/21 to 20/12/22 20/12/22 to 20/12/23 20/12/23 to 20/12/24
Annual return 9.14% 0.82% -14.09% 13.99% 5.45%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: Ed Dearing
Manager start date: 1 March 2018
Manager located in: London

Edward J. Dearing is an investment officer and equity portfolio manager at MFS Investment Management (MFS). In this role, he is responsible for final buy and sell decisions, portfolio construction, risk and cash management. He also participates in the 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. Prior to joining the firm, he worked at Deutsche Bank AG. Before that, he worked for three years as an attorney with Covington & Burling LLP and for three years at Clifford Chance LLP. Edward earned his Master of Arts degree in Law with honors from Cambridge University and a Master of Business Administration degree from the London Business School.

manager photo
Manager Name: David P. Cole
Manager start date: 3 November 2016
Manager located in: .

As a High Yield Fixed Income Portfolio Manager, responsible for final buy and sell decisions, portfolio construction, risk assessment and cash management. Participates in the research process and strategy discussions. Joined MFS in 2004; positions include Fixed Income Research Analyst. Previous experience includes 5 years as High Yield Analyst at Franklin Templeton Investments; 2 years as Financial Economist/Treasury Market Analyst at Thomson Financial Services; 2 years as Economist at Standard and Poor's/DRI.

manager photo
Manager Name: Barnaby Wiener
Manager start date: 3 November 2016
Manager located in: Boston, U.S.

Barnaby Wiener is portfolio manager of the global total return portfolios of our mutual funds, variable annuities and institutional investment products. Mr. Wiener 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 Credit Lyonnais and as captain in the British Army. He is a graduate of Ampleforth College and Oxford University. Our portfolio managers are supported by an investment staff of over 160 professionals utilizing MFS Original Research®, a global, company-oriented, bottom-up process of selecting securities.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account