MFS Meridian Limited Maturity A1 $

The fund's objective is total return with an emphasis on current income but also considering capital preservation measured in U.S. dollars. The fund invests primarily in debt instruments issued in U.S. dollars including U.S. and non-U.S. corporate government and mortgage-backed securities and securitized instruments. The fund invests substantially all of its assets in investment grade debt instruments. The average maturity of the fund's investments will generally not exceed five years. The fund will promote an environmental characteristic under Article 8 of Regulation (EU) 2019/2088 of 27 November 2019 on sustainability-related disclosures in the financial sector ('SFDR') (see the fund's Prospectus and website for more information). The Investment Manager may also consider environmental social and governance (ESG) factors in its fundamental analysis alongside other factors. The fund may use derivatives for hedging and/or investment purposes but will not extensively or primarily use derivatives to achieve the fund's investment objective. For information about the fund's risks please see the fund's Prospectus.

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No