MFS Meridian Funds - European Research Fund A1 EUR

Qualification

ISIN: LU0094557526

Categoria Morningstar: Europe Large-Cap Blend Equity

Empresa: MFS Investment Management

The Fund’s objective is capital appreciation, measured in Euros. The Fund invests primarily (at least 70%) in European equity securities. Some of the countries in Europe, primarily those in Eastern Europe, are currently considered emerging market economies. 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 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.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2021 2020 2019 2018 2017
Rentabilidade anual: Fundo 1 ano: 23,25 3 anos: 12,10 5 anos: 9,13 Início: 7,15 2021: 14,30 2020: -0,55 2019: 29,50 2018: -9,44 2017: 11,91
Rentabilidade anual: Categoria 1 ano: 30,40 3 anos: 12,07 5 anos: 8,29 Início: - 2021: 19,30 2020: -1,25 2019: 24,59 2018: -12,81 2017: 10,18
Rentabilidade anual: Percentil 1 ano: 90,00 3 anos: 33,00 5 anos: 38,00 Início:- 2021: 94,00 2020: 37,00 2019: 11,00 2018: 16,00 2017: 23,00
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 14,93 3 Rácio de Sharpe: 0,64 5 Correlação: 97,90 Beta: 0,86 Alfa: 1,34 Tracking error: 3,83 Rácio de informação: 0,10
Fonte: Morningstar. Dados em euros. Categoria: Europe Large-Cap Blend Equity. Data: 2021-10-25
Fonte: Morningstar. Dados em euros. Categoria: Europe Large-Cap Blend Equity. Data: 2021-10-25