MFS Meridian Funds - U.K. Equity Fund W1 GBPRegistreer u om de ratings zichtbaar te maken |
Hoe heeft dit fonds gepresteerd? | 31-03-2024 |
Ontwikkeling van EUR 1000 (EUR) | Uitgebreide Grafiek |
Fonds | -12,2 | 21,5 | -9,0 | 6,0 | 4,9 | |
+/-Cat | 1,7 | -4,3 | -1,6 | -4,8 | 0,2 | |
+/-Idx | - | - | - | -4,2 | 0,1 | |
Categorie: Aandelen VK Large-Cap | ||||||
Categorie Benchmark: Morningstar UK All Cap TME ... |
Kerngegevens | ||
Koers 19-04-2024 | GBP 19,83 | |
Rendement 1 Dag | 0,27% | |
Morningstar Categorie™ | Aandelen VK Large-Cap | |
Vestigingsland | Luxemburg | |
ISIN | LU0583245583 | |
Grootte Fonds (Mil) 19-04-2024 | GBP 16,56 | |
Grootte Fondsklasse (Mil) 19-04-2024 | GBP 4,07 | |
Aankoopkosten (Max) | - | |
Lopende Kosten Factor 15-12-2023 | 0,85% |
Beleggingsdoelstelling: MFS Meridian Funds - U.K. Equity Fund W1 GBP |
The Fund’s objective is capital appreciation, measured in Sterling. The Fund invests primarily (at least 70%) in U.K. equity securities. The Fund may also invest in other equity securities, including other European equity securities. 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 may invest in companies of any size. The Fund may invest a relatively large percentage of its assets in a small number of companies. |
Returns | |||||||||||||
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Management | ||
Naam manager Aanvangsdatum | ||
Gabrielle Gourgey 12-06-2008 | ||
Victoria Higley 12-04-2013 | ||
Click here to see others | ||
Oprichtingsdatum 01-02-2011 |
Advertentie |
Categorie Benchmark | |
Benchmark van het fonds | Benchmark Morningstar |
FTSE AllSh Cap 5% TR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Waar belegt het fonds in? MFS Meridian Funds - U.K. Equity Fund W1 GBP | 29-02-2024 |
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Top 5 posities | Sector | % |
Shell PLC | Energie | 7,19 |
RELX PLC | Industrie | 5,92 |
AstraZeneca PLC | Gezondheidszorg | 5,82 |
Diageo PLC | Defensieve Consumptiegoederen | 4,74 |
Experian PLC | Industrie | 3,92 |
Toename Afname Nieuw t.o.v. vorige portefeuille | ||
MFS Meridian Funds - U.K. Equity Fund W1 GBP |