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 may invest without limit in debt instruments of corporate and government issuers based on its view of the relative value of different types of securities and/or other market conditions. The Fund generally focuses its equity investments in companies it believes to be undervalued compared to their perceived worth (value companies). The Fund may invest in companies of any size. The fund may invest in below investment grade debt instruments. The Fund may invest a relatively large percentage of its assets in a small number of issuers.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2021 2020 2019 2018 2017
Rentabilidade anual: Fundo 1 ano: - 3 anos: - 5 anos: - Início: - 2021: - 2020: - 2019: - 2018: - 2017: -
Rentabilidade anual: Categoria 1 ano: - 3 anos: - 5 anos: - Início: - 2021: - 2020: - 2019: - 2018: - 2017: -
Rentabilidade anual: Percentil 1 ano: 99,00 3 anos: 36,00 5 anos: 57,00 Início:- 2021: 98,00 2020: - 2019: - 2018: - 2017: -
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: - 3 Rácio de Sharpe: - 5 Correlação: 60,43 Beta: 0,28 Alfa: 3,90 Tracking error: 11,14 Rácio de informação: -0,26
Fonte: Morningstar. Dados em euros. Categoria: USD Aggressive Allocation. Data:
Fonte: Morningstar. Dados em euros. Categoria: USD Aggressive Allocation. Data: