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Mfs Meridian Funds - Global Equity Fund I1 Gbp (0P00001B5V)
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21/11 - Closed. Currency in GBP
- Morningstar Rating:
- Total Assets: 2.68B
MFS Meridian Funds - Global Equity Fund I1 GBP
567.720
+4.340
+0.77%
- Overview
- Profile
- Historical Data
- Holdings
0P00001B5V Overview
On this page you'll find an in-depth profile of Mfs Meridian Funds - Global Equity Fund I1 Gbp. Learn about the key management, total assets, investment strategy and contact information of 0P00001B5V among other information.
Investment Strategy
The Fund’s objective is capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in equity securities of companies located in developed and emerging market countries. 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 and/or a particular geographic region.
Contact Information
Address
L-1246, Luxembourg
,
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 | 2017 | 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. | ||
| Michael T. Cantara | Investment Officer | 2011 | 2016 |
| Biography | Investment Officer Institutional Portfolio Manager Communicates investment policy, strategy, and positioning. Participates in the research process and strategy discussions. Assesses portfolio risk, customizes portfolios to client objectives and guidelines, and manages daily cash flows. Joined MFS in 2000 as an Investment Specialist; named Institutional Portfolio Manager in 2004 Previous experience includes: one-and-a-half years as an International Portfolio Analyst, three years as a Director of Stable Value Investments, and five years as a Manager/Product Manager of Stable Value Investments for Fidelity Management Trust Company Affiliation(s): CFA Institute; Boston Security Analysts Society, Inc. Tufts University, The Fletcher School of Law and Diplomacy, MA Colby College, BA | ||
| Sanjay Natarajan | Portfolio Manager | 2011 | 2016 |
| Biography | Sanjay Natarajan is an investment officer and institutional equity portfolio manager at MFS Investment Management® (MFS® ). His responsibilities include communicating investment policy, strategy and positioning and participating in the research process and strategy discussions. His role also includes assessing portfolio risk, customizing portfolios to client objectives and guidelines and managing daily cash flows. He is based in the firm’s Singapore office. Prior to joining the firm in 2007, Sanjay worked for DBS Bank Ltd. (Asia), holding various roles, including serving as COO of Global Corporate and Investment Banking. He also previously worked at McKinsey and Company, k1 Ventures and the Singapore Economic Development Board. He began his career in 1996. Sanjay earned a bachelor’s degree from Dartmouth College and a master’s degree from Harvard University. Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration and active risk management. | ||
| Simon Todd | Portfolio Manager | 2005 | 2009 |
| Biography | Mr. Todd joined Marathon-London in 2012 and is a Global Equities Portfolio Manager. Previously, he worked for Majedie Asset Management and Odev Asset Management as a Global Equities Portfolio Manager. Mr. Todd began his investment career in 1997. | ||
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