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MFS Meridian US Value Class WH1 - Accumulation (Hedged GBP)

Sell:3,136.00p Buy:3,136.00p Change: 30.00p (0.97%)
Prices as at 20 December 2024
Sell:3,136.00p
Buy:3,136.00p
Change: 30.00p (0.97%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 20 December 2024
Sell:3,136.00p
Buy:3,136.00p
Change: 30.00p (0.97%)
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
Invest now
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

UK investors need little introduction to America. It's the world's biggest stock market and is home to world-leading companies in almost every industry there is, from media and film, through to manufacturing and transportation. We think most diversified portfolios should have some exposure to the US market. But it's one of the most heavily researched in the world so share prices of well-known companies can react quickly to new information. We think this can make it more difficult for fund managers to find opportunities missed by others and to consistently perform better than the broader market over the long term. Many funds investing in the US aim to grow the value of your original investment, rather than pay a high level of income. Some focus on the largest companies in the market. Others look for opportunities amongst small and medium-sized companies, which may offer greater growth potential, but are higher risk.

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 -0.85% 20.96% -6.79% 5.08% 12.13%

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: Katherine Cannan
Manager start date: 31 December 2019
Manager located in: Boston, USA

Katherine A. Cannan is an investment officer and equity portfolio manager with MFS Investment Management® (MFS®). As a member of the firm's US Large Cap Value Equity portfolio management team, she is responsible for buy and sell decisions, portfolio construction, risk control and cash management. She also participates in the research process and strategy discussions. Katie joined MFS in 2013 as an equity research analyst following her participation in the firm's MBA Summer Internship program in 2012. She added portfolio management responsibilities in 2019. She previously spent two years as an associate for Thomas H. Lee Partners and two years as an analyst for Goldman, Sachs & Co. She began her career in the financial services industry in 2007. Katie earned a Bachelor of Arts degree magna cum laude in economics from Northwestern University and is a member of Phi Beta Kappa. She also earned a Masters of Business Administration degree from Harvard Business School.

manager photo
Manager Name: Nevin Chitkara
Manager start date: 1 May 2006
Manager located in: .

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 1997; positions include Equity Research Analyst. Previous experience includes 5 years as Analyst, Acquisition Associate and Manager at General Electric Company. Massachusetts Institute of Technology, MBA. Boston University, BS, magna cum laude

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
Invest now