MFS Global Flexible Multi-Asset IF1 $

The funds objective is capital appreciation in U.S. dollars. The Investment Manager normally invests fund assets in different asset classes including equities debt instruments commodities and cash-equivalents (bank deposits money market instruments money market funds and reverse repurchase transactions) based on its view of securities or market conditions. The Investment Manager expects allocations will normally be in these ranges: 45% to 65% in equities 20% to 40% in debt instruments 4% to 16% in commodities and 2% to 10% in cash-equivalents. The Investment Manager further expects the fund will not exceed 85% in equities 0% to 60% in debt 0% to 30% in commodities and 0% to 30% in cash-equivalents. But it may invest outside these ranges and its exposure may vary significantly. The fund will invest at least 25% in equities. For equities the fund may invest in developed and emerging market countries and will typically invest in 400 to 1000 issuers. The fund will leverage fundamental analysis of issuers by its research analysts and the investment decisions and outlook of its portfolio manager teams on issuers and sectors. The portfolio managers will also focus on factors providing favorable risk-adjusted returns. For debt investments the fund will invest in corporate and government issuers mortgage-backed and other securitized instruments and investment grade and below investment grade debt instruments. It will focus on developed markets but may also invest in emerging markets. It may do this directly or by investing in the MFS Meridian Global Opportunistic Bond Fund. It may also invest in other MFS Meridian Funds including but not limited to: Emerging Markets Debt Fund Euro Credit Fund Global Credit Fund Global High Yield Fund or U.S. Government Bond Fund. Please go to meridian.mfs.com for the Key Information Document (KID) of each fund for a description. For commodities the fund will invest in exchange-traded commodities (ETCs) derivatives on eligible indices and

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No