MFS Meridian Funds - Global Opportunistic Bond Fund I1 USD

Qualification

ISIN: LU1340703666

Categoria Morningstar: Global Flexible Bond - USD Hedged

Empresa: MFS Investment Management

The Fund’s objective is total return, measured in U.S. dollars. The Fund will invest primarily (at least 70%) in debt instruments. The Fund normally focuses its investments in issuers located in developed markets, but may also invest in issuers located in emerging markets. The Fund will invest in corporate and government issuers, mortgage-backed securities and other securitized instruments as well as investment grade and below investment grade debt instruments. The Fund may invest a relatively large percentage of its assets in a small number of countries, or a particular geographic region. The Investment Manager may consider environmental, social and governance (ESG) factors in its fundamental investment analysis alongside other factors.

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: -2,02 2019: 13,67 2018: 5,50 2017: -8,38
Rentabilidade anual: Categoria 1 ano: - 3 anos: - 5 anos: - Início: - 2021: - 2020: -3,12 2019: 11,41 2018: 3,61 2017: -7,50
Rentabilidade anual: Percentil 1 ano: 80,00 3 anos: 27,00 5 anos: 39,00 Início:- 2021: 90,00 2020: 37,00 2019: 25,00 2018: 19,00 2017: 64,00
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 6,92 3 Rácio de Sharpe: 1,08 5 Correlação: 84,91 Beta: 1,28 Alfa: 0,27 Tracking error: 2,58 Rácio de informação: 0,51
Fonte: Morningstar. Dados em euros. Categoria: Global Flexible Bond - USD Hedged. Data: 2021-09-16
Fonte: Morningstar. Dados em euros. Categoria: Global Flexible Bond - USD Hedged. Data: 2021-09-16