MFS Meridian Global Intrinsic Value PH1 Cap EUR

The fund's objective is capital appreciation measured in U.S. dollars. The fund invests primarily in (at least 70%) in equity securities. The fund focuses its investments in equity securities of companies located in developed market countries but may also invest in equity securities of companies located in emerging market countries. The fund generally focuses its investments in companies it believes to be undervalued compared to their intrinsic value (value companies) and may invest in companies of any size. 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. MFS will use currency hedging for this class with the aim to reduce exchange rate and return fluctuations between the class and U.S. dollars the base currency class of the fund. For information about the fund's risks please see the fund's Prospectus.

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No