MFS® Low Volatility Global Equity I

The investment seeks capital appreciation.
The fund normally invests at least 80% of its net assets in equity securities. Equity securities include common stocks, preferred stocks, securities convertible into stocks, equity interests in real estate investment trusts (REITs), and depositary receipts for such securities.

Key stats

Management firm  MFS
Domicile  United States
Fund Administrator  Massachusetts Financial Services Co
Global Branding Name  MFS
Fund currency  USD
Launch Date  2013-12-05
ISIN  US55273H1712
SEDOL  BH582J0
Manager 1 Name  James Fallon
Manager 2 Name  Jonathan Sage
Fund Strategy  World Stock
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-06-30
Return - 1 Month  1.44%
Return - 2 Months  3.57 %
Return - 3 Months  3.96%
Return - 6 Months  7.04 %
Return - 9 months  0.00 %
Return - 12 Months  0.00%
Annualized return 24 months  0.00 %
Annualized return 36 months  0.00 %
Annualized return 48 months  0.00 %
Annualized return 60 months  0.00 %
Return 120 months  0.00 %
Annualized return since Inception  9.51%
Return YTD  7.04%

Charges

Initial  0.00 %
Maximum Managment Charge  0.90 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address  MFS
Contact Address 2  111 Huntington Avenue
Contact Address 3  Boston, MA 02199
Contact city  Boston
Contact country  United States
Fund Admin Group  MFS
Web Address  www.mfs.com
Custodian  State Street Bank & Trust Co
Phone  877-960-6077

Price

Last Price Date  2014-07-17
Pre-tax nav  10.79
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $-0.08
Price change (percentage)  -0.74 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

© 2011 - Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed (save (i) as incidentally necessary in the course of viewing it on-line (ii) in the course of printing off single copies of web pages on which it appears for the use of those authorised to view it on-line), or adapted in any way (3) is not warranted to be accurate, complete or timely. This Morningstar-sourced information is provided to you by GFM Ltd and is at your own risk. You agree that Morningstar and or GFM Ltd are not responsible for any damages or losses arising from any use of this information and that the information must not be relied upon by you the user without appropriate verification. GFM Ltd informs you as follows: (i) The information provided should not form the sole basis of any investment decision (ii) no investment decision should be made in relation to any of the information provided other than on the advice of a professional financial advisor; (iii) past performance is no guarantee of future results; and (iv) the value and income derived from investments can go down as well as up.
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Ratings Disclaimer

© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
For fund additions and/or data corrections please contact dataquestions@morningstar.com

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