Funds Centre

Performances as at: 01/08/2008

MFS Meridian Glb Conserv A1 USD

Fund overview

Key Features
NameMFS 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
NameMFS International
Address65 St. Paul's Churchyard Paternoster House
CityMassachussets
CountryUnited Kingdom
Telephone(617) 954 5000
Fax(617) 954 6600
Web Addresswww.mfs.com
Key Figures
CurrencyU S Dollar (USD)
Annual Management Charge0.9%
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 Classification
SectorAsset Alloc Global Defensive (USD)
Asset SectorAsset Allocation
Specialist Sector Asset Allocation Defensive
Geographical FocusGlobal
Fund Size Data
Fund Size (Last Updated :30/05/2008)21.60
Average in Sector (Asset Alloc Global Defensive (USD))29.40
Largest in Sector205.39
Smallest in Sector0.70
Total Sector Size294.00
Number of Funds in Sector10

Fund Sizes are the latest available sizes provided by the Asset Groups to Morningstar and are quoted in millions sterling.