Fund overview
Key Features
| Name | MFS Meridian Glb Conserv A1 USD |
| GIF Sector | Asset Alloc Global Defensive (USD) |
| Morningstar Rating |
Not rated |
| Fund Rating |
Not rated |
| ISIN | lu0337786437 |
| Launch Date | 04/03/2008 |
| ISA Plan |
No
|
| Savings Plan |
No
|
Fund Manager
| Name | MFS International |
| Address | 65 St. Paul's Churchyard Paternoster House |
| City | Massachussets |
| Country | United Kingdom |
| Telephone | (617) 954 5000 |
| Fax | (617) 954 6600 |
| Web Address | www.mfs.com |
Key Figures
| Currency | U S Dollar (USD) |
| Annual Management Charge | 0.9% |
| Minimum Initial Investment (USD) |
5000
|
| Minimum Sub. Investment (USD) | - |
| 1 Week Performance |
-0.39%
|
| 3 Year Total Return |
|
| 3 Year Volatility |
|
All performances are expressed as percentage change, calculated in sterling on a bid-to-bid basis with dividend income reinvested gross of any applicable taxes. Volatility is based upon monthly returns over a 3-year period. The larger the number the more volatile the monthly returns.
Fund Size Data
| Fund Size (Last Updated :30/05/2008) | 21.60 |
| Average in Sector (Asset Alloc Global Defensive (USD)) | 29.40 |
| Largest in Sector | 205.39 |
| Smallest in Sector | 0.70 |
| Total Sector Size | 294.00 |
| Number of Funds in Sector | 10 |
Fund Sizes are the latest available sizes provided by the Asset Groups to Morningstar and are quoted in millions sterling.