MFS Meridian Funds - Global Total Return Fund A2 USD

Qualification

ISIN: LU0219442380

Categoria Morningstar: USD Moderate Allocation

Empresa: MFS Investment Management

The Fund’s objective is total return, measured in U.S. dollars. The Fund invests in a combination of equity securities and debt instruments of issuers located in developed and emerging market countries. Historically the Fund has invested approximately 60% of its assets in equity securities and 40% of its assets in debt instruments, but these allocations may vary generally between 50% and 75% in equity securities and 25% and 50% in debt instruments. The Fund generally focuses its equity investments in larger companies it believes to be undervalued compared to their perceived worth (value companies), and normally invests a portion of its assets in income-producing equity securities.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2022 2021 2020 2019 2018
Rentabilidade anual: Fundo 1 ano: 5,59 3 anos: 6,55 5 anos: 4,99 Início: 5,99 2022: -2,60 2021: 15,55 2020: -0,71 2019: 19,18 2018: -3,72
Rentabilidade anual: Categoria 1 ano: 7,32 3 anos: 5,49 5 anos: 4,44 Início: - 2022: -3,38 2021: 15,46 2020: -1,38 2019: 17,00 2018: -1,89
Rentabilidade anual: Percentil 1 ano: 61,00 3 anos: 41,00 5 anos: 46,00 Início:- 2022: 63,00 2021: 50,00 2020: 45,00 2019: 27,00 2018: 76,00
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 9,32 3 Rácio de Sharpe: 0,31 5 Correlação: 98,18 Beta: 1,17 Alfa: -1,11 Tracking error: 2,70 Rácio de informação: -0,22
Fonte: Morningstar. Dados em euros. Categoria: USD Moderate Allocation. Data: 2022-05-17
Fonte: Morningstar. Dados em euros. Categoria: USD Moderate Allocation. Data: 2022-05-17