MFS Meridian Funds - Global Equity Fund A1 USD

Qualification

ISIN: LU0219480638

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 2022 2021 2020 2019 2018
Rentabilidade anual: Fundo 1 ano: 13,61 3 anos: 12,08 5 anos: 9,06 Início: 7,71 2022: -5,96 2021: 24,70 2020: 3,19 2019: 31,42 2018: -6,17
Rentabilidade anual: Categoria 1 ano: 11,46 3 anos: 12,44 5 anos: 8,80 Início: - 2022: -6,54 2021: 25,85 2020: 4,68 2019: 26,09 2018: -7,74
Rentabilidade anual: Percentil 1 ano: 35,00 3 anos: 45,00 5 anos: 44,00 Início:- 2022: 33,00 2021: 62,00 2020: 95,00 2019: 57,00 2018: 52,00
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 15,75 3 Rácio de Sharpe: 0,75 5 Correlação: 96,88 Beta: 1,02 Alfa: -1,34 Tracking error: 4,45 Rácio de informação: -0,32
Fonte: Morningstar. Dados em euros. Categoria: Global Large-Cap Blend Equity. Data: 2022-02-16
Fonte: Morningstar. Dados em euros. Categoria: Global Large-Cap Blend Equity. Data: 2022-02-16