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Mfs Investment Funds - Global Concentrated Equity Fund Class Sterling (0P0000KP6A)

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687.180 +1.550    +0.23%
25/11 - Closed. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 130.99M
Type:  Fund
Market:  Luxembourg
Issuer:  MFS Investment Funds
ISIN:  LU0366720992 
Asset Class:  Equity
MFS Investment Funds - Global Concentrated Equity 687.180 +1.550 +0.23%

0P0000KP6A Overview

 
On this page you'll find an in-depth profile of Mfs Investment Funds - Global Concentrated Equity Fund Class Sterling. Learn about the key management, total assets, investment strategy and contact information of 0P0000KP6A among other information.
Category

Global Large-Cap Blend Equity

Total Assets

130.99M

Expenses

0.87%

Inception Date

Jun 30, 2008

Investment Strategy

The Fund's objective is capital appreciation, measured in Euros. The Fund invests primarily (at least 70%) in equity securities of companies located in developed and emerging market countries. The Fund focuses its investments in equity securities of companies located in developed market countries. The Fund generally invests in 50 or fewer companies. The Fund may invest in companies it believes to have above average earnings growth potential compared to other companies (growth companies), in companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies. The Fund generally focuses its investments in larger companies, but may invest in companies of any size. The Fund may invest a relatively large percentage of the Fund's assets in a small number of countries or a particular geographic region.

Contact Information

Address L-1855 Luxembourg
,
Luxembourg
Phone -

Top Executives

Name Title Since Until
Ryan P. McAllister Portfolio Manager 2016 Now
Biography - As an Equity Portfolio Manager, responsible for final buy and sell decisions, portfolio construction and risk and cash management. Participates in the research process and strategy discussions. - Joined MFS in 2007 - Previous experience includes 3 years as Officer in the Distressed Work Out Group at LaSalle Bank; 2 years as Financial Analyst — Investment Banking at Deutsche Bank - Affiliations include CFA Institute, CFA Society of Boston - University of Chicago, MBA, with honors - University of Notre Dame, BBA, summa cum laude
Roger M. Morley Investment Officer 2009 Now
Biography - Equity Portfolio Manager - As an Equity Portfolio Manager, responsible for final buy and sell decisions, portfolio construction and risk and cash management. Participates in the research process and strategy discussions. - Joined MFS in 2002; previous positions include Global Equity Research Analyst - Previous experience includes 3 years as Associate — Healthcare Group at Deutsche Bank AG — Global Investment Banking; 2 years as Financial Analyst — Technology and Media Group at Alex, Brown & Sons - INSEAD, MBA, with distinction - University of Cambridge, MA
David R. Mannheim Director 2008 2018
Biography David R. Mannheim is an investment officer and equity portfolio manager of MFS Investment Management® (MFS®). David joined MFS in 1988 and was named portfolio manager in 1992 and director of International Equity Portfolio Management in 1999. He is a graduate of Amherst College and the MIT Sloan School of Management.
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