MFS® Meridian European Research Z1 EUR

The Fund’s objective is capital appreciation, measured in Euros. The Fund invests primarily (at least 75%) in European Economic Area equity securities. The European Economic Area includes countries in the European Union, Iceland, Liechtenstein, and Norway. Some of the countries in the European Economic Area, primarily those in Eastern Europe, are currently considered emerging market economies. The Fund may also invest in other European countries.

Key stats

Management firm  MFS Investment Management Co. (LUX) S.A.
Domicile  Luxembourg
Fund Administrator  State Street Bank Luxembourg S.A.
Global Branding Name  MFS
Fund currency  EUR
Net Assets Date  2014-11-30
Net Assets  €1,034,620,000
Launch Date  2007-08-01
ISIN  LU0311981350
SEDOL  B68H7M5
Manager 1 Name  David Falco
Manager 2 Name  Gabrielle Gourgey
Fund Strategy  Europe Large-Cap Blend Equity
IMA Sector  Europe Including UK
Benchmark  MSCI Europe NR EUR
Fund Structure  SICAV
UCITS 3 compliant  yes

Performance/Volatility

Return Date  2014-11-30
Return - 1 Month  3.40%
Return - 2 Months  3.79 %
Return - 3 Months  3.76%
Return - 6 Months  4.38 %
Return - 9 months  6.87 %
Return - 12 Months  10.46%
Annualized return 24 months  16.64 %
Annualized return 36 months  18.59 %
Annualized return 48 months  13.57 %
Annualized return 60 months  13.88 %
Return 120 months  0.00 %
Annualized return since Inception  4.56%
Return YTD  9.27%

Ratings

Morning Star Rating Date   2014-11-30
Morning Star Rating - 36 Months  fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating
Morning Star Rating - 60 Months  fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating
Morning Star Rating - Overall  fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating

Charges

Initial  0.00 %
Maximum Managment Charge  0.20 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address  49 Avenue J.F. Kennedy
Contact city  Luxembourg
Contact country  Luxembourg
Fund Admin Group  MFS Investment Management Co. (LUX) S.A.
Web Address  www.mfs.com
Email contact  mfsmeridianclientservice@mfs.com
Custodian  State Street Bank Luxembourg S.A.
Phone  +352 / 2 54 70 19-277

Price

Last Price Date  2014-12-17
Pre-tax nav  134.51
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  €2.17
Price change (percentage)  1.64 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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Ratings Disclaimer

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