MFS Meridian Funds – Prudent Wealth Fund A1 USD

Qualification

ISIN: LU0337786437

Categoria Morningstar: USD Aggressive Allocation

Empresa: MFS Investment Management

The Fund’s objective is capital appreciation, measured in U.S. dollars. The Fund normally focuses its investments in equity securities of issuers located in developed and emerging market countries, however the Fund may invest without limit in debt instruments of corporate and government issuers and securitized instruments, as well as cash and cash-equivalent instruments, based on the Investment Manager’s view of the relative value of different types of securities and/or other market conditions. The Investment Manager seeks to reduce the volatility of the Fund’s returns relative to the global equity markets, as represented by the MSCI World Index (USD). 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.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2021 2020 2019 2018 2017
Rentabilidade anual: Fundo 1 ano: 9,19 3 anos: 9,09 5 anos: 7,36 Início: 8,59 2021: 8,53 2020: 5,57 2019: 15,82 2018: 3,76 2017: 3,71
Rentabilidade anual: Categoria 1 ano: 18,75 3 anos: 8,31 5 anos: 6,77 Início: - 2021: 12,91 2020: 0,25 2019: 20,74 2018: -4,37 2017: 1,60
Rentabilidade anual: Percentil 1 ano: 97,00 3 anos: 49,00 5 anos: 65,00 Início:- 2021: 97,00 2020: 15,00 2019: 89,00 2018: 2,00 2017: 29,00
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 5,76 3 Rácio de Sharpe: 1,15 5 Correlação: 60,38 Beta: 0,28 Alfa: 4,11 Tracking error: 11,18 Rácio de informação: -0,38
Fonte: Morningstar. Dados em euros. Categoria: USD Aggressive Allocation. Data: 2021-07-23
Fonte: Morningstar. Dados em euros. Categoria: USD Aggressive Allocation. Data: 2021-07-23