MFS Meridian Prudent Wealth W1 EUR

The funds objective is capital appreciation measured in U.S. dollars.The fund normally focuses its investments in equity securities of issuers located in developed and emerging market countries however the fund may invest without limit in debt instruments of corporate and government issuers including below investment grade debt instruments and securitized instruments as well as cash-equivalents (defined as bank deposits money market instruments units of money market funds and reverse repurchase transactions) based on its view of the relative value of different types of securities and/or other market conditions. The fund's debt investments may also include exchange-traded commodity instruments (ETCs). The Investment Manager seeks to reduce the volatility of the funds returns relative to the MSCI World Index (net div). The fund may invest a relatively large percentage of its assets in a small number of issuers. 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 funds investment objective. For information about the fund's risks please see the funds Prospectus.

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No