MFS Meridian Funds - Global Total Return Fund A2 USD
- -Dinheiro investido por investidores locais
ISIN: LU0219442380
Categoria Morningstar: USD Moderate Allocation
Empresa: MFS Investment Management
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: -0,08 | 3 anos: 4,68 | 5 anos: 3,86 | Início: 5,77 | 2022: -6,43 | 2021: 15,55 | 2020: -0,71 | 2019: 19,18 | 2018: -3,72 |
Rentabilidade anual: Categoria | 1 ano: 0,40 | 3 anos: 4,28 | 5 anos: 3,67 | Início: - | 2022: -6,66 | 2021: 15,46 | 2020: -1,38 | 2019: 17,00 | 2018: -1,89 |
Rentabilidade anual: Percentil | 1 ano: 54,00 | 3 anos: 32,00 | 5 anos: 40,00 | Início:- | 2022: 34,00 | 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: 9,22 | 3 Rácio de Sharpe: 0,43 | 5 Correlação: 97,80 | Beta: 1,17 | Alfa: -0,66 | Tracking error: 2,83 | Rácio de informação: - |