MFS Meridian U.S. Value PH1 EUR

The fund's objective is capital appreciation measured in U.S. dollars. The fund invests primarily (at least 70%) in U.S. equity securities. The fund may also invest in non-U.S. equity securities. The fund generally focuses its investments in larger companies and companies it believes to be undervalued compared to their perceived worth (value companies). 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. 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