MFS Meridian Funds - Global Total Return Fund A1 USD
- -Dinheiro investido por investidores locais
ISIN: LU0219441499
Categoria Morningstar: USD Moderate Allocation
Empresa: MFS Investment Management
ISIN: LU0219441499
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. Equity investments are selected primarily based on fundamental analysis of individual issuers and instruments, which may consider quantitative screening tools.
Rentabilidade anual | 1 ano | 3 anos | 5 anos | Início | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidade anual: Fundo | 1 ano: 8,25 | 3 anos: 3,79 | 5 anos: 5,07 | Início: 4,32 | 2024: 3,75 | 2023: 5,29 | 2022: -5,85 | 2021: 15,54 | 2020: -0,75 |
Rentabilidade anual: Categoria | 1 ano: 9,47 | 3 anos: 3,76 | 5 anos: 4,29 | Início: - | 2024: 3,81 | 2023: 6,60 | 2022: -8,53 | 2021: 15,46 | 2020: -1,38 |
Rentabilidade anual: Percentil | 1 ano: 60,00 | 3 anos: 47,00 | 5 anos: 35,00 | Início:- | 2024: 63,00 | 2023: 67,00 | 2022: 25,00 | 2021: 50,00 | 2020: 45,00 |
Risco | Volatilidade | Rácio de Sharpe | Correlação | Beta | Alfa | Tracking error | Rácio de informação |
---|---|---|---|---|---|---|---|
Risco: 3 anos | 1 Volatilidade: 8,45 | 3 Rácio de Sharpe: -0,12 | 5 Correlação: 96,32 | Beta: 1,15 | Alfa: -1,15 | Tracking error: 3,59 | Rácio de informação: -0,37 |