MFS Meridian Funds - Global Equity Fund A1 USD
ISIN: LU0219441069
Categoria Morningstar: Global Large-Cap Blend Equity
Empresa: MFS Investment Management
ISIN: LU0219441069
Categoria Morningstar: Global Large-Cap Blend Equity
Empresa: MFS Investment Management
The Fund’s objective is capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in equity securities of companies located in developed and emerging market countries. 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 generally focuses its investments in larger companies, but 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.
Rentabilidade anual | 1 ano | 3 anos | 5 anos | Início | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidade anual: Fundo | 1 ano: 9,59 | 3 anos: 2,17 | 5 anos: 6,07 | Início: 7,18 | 2024: 6,82 | 2023: 9,05 | 2022: -13,42 | 2021: 24,70 | 2020: 3,19 |
Rentabilidade anual: Categoria | 1 ano: 15,32 | 3 anos: 5,16 | 5 anos: 9,17 | Início: - | 2024: 10,69 | 2023: 15,45 | 2022: -14,21 | 2021: 25,85 | 2020: 4,68 |
Rentabilidade anual: Percentil | 1 ano: 93,00 | 3 anos: 88,00 | 5 anos: 89,00 | Início:- | 2024: 90,00 | 2023: 88,00 | 2022: 44,00 | 2021: 62,00 | 2020: 95,00 |
Risco | Volatilidade | Rácio de Sharpe | Correlação | Beta | Alfa | Tracking error | Rácio de informação |
---|---|---|---|---|---|---|---|
Risco: 3 anos | 1 Volatilidade: - | 3 Rácio de Sharpe: - | 5 Correlação: 96,71 | Beta: 1,07 | Alfa: -5,67 | Tracking error: 4,77 | Rácio de informação: -1,23 |