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MFS Meridian Funds-European Smaller Cos A1 EUR

Ranked 24 out of 35 in - European Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Peter Fruzzetti

Peter Fruzzetti currently works at MFS and uses a GARP (growth at a reasonable price) investment process for the MFS Meridian Funds - European Smaller Companies Fund. Prior to this he worked at Fidelity as a research analyst and select portfolio manager. Outside of fund management Peter lists golf, music, cinema/theatre and walking as his main interests.

Sandeep Mehta

Objective

The Fund's objective is capital appreciation, measured in Euros. The Fund invests primarily (at least 75%) in European Economic Area equity securities of smaller companies. The European Economic Area includes countries in the European Union, Iceland, Liechtenstein, and Norway. Smaller companies are generally those with capitalizations of less than EUR 10 billion. Some of the countries in the European Economic Area, primarily in Eastern Europe, are currently considered emerging market economies. The Fund may also invest in other European countries.

Showing fund performance in Portugal View performance globally

Performance

European Small & Medium Companies over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.2%
2017 12.6% 3.9% 3.9% 1.4% 2.8%
2016 -0.6% -4.4% -0.6% 4.5% 0.1%
2015 21.8% 13.5% 3.8% -3.7% 7.3%
2014 13.6% 2.9% 2.7% -0.2% 7.8%
2013 22.0% 9.3% -2.2% 7.2% 6.6%
2012 31.6% 15.4% 2.8% 7.5% 3.1%
2011 -4.1% 0.1% 2.2% -11.8% 6.3%
2010 33.9% 8.3% 0.0% 8.0% 14.4%
2009 38.8% -5.2% 16.9% 18.9% 5.3%
2008 -41.6% -12.8% -3.5% -9.4% -23.4%
2007 -5.0% 7.0% 4.4% -8.1% -7.5%
2006 32.8% 22.4% -4.7% 3.5% 10.1%
2005 31.9% 10.9% 4.4% 10.5% 3.2%
2004 20.2% 8.9% 2.1% -1.8% 10.0%
2003 24.2% -11.2% 17.5% 6.7% 11.5%
2002 -16.5% 10.0% -9.5% -16.7% 0.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Finland
  5. France
  6. Germany
  7. Hong Kong
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Portugal
  13. Singapore
  14. Spain
  15. Sweden
  16. Switzerland
  17. Taiwan
  18. United Kingdom

Fund Info

  • Launch date05/11/2001
  • Share Class size291Mn
  • Base currencyEUR
  • ISIN LU0125944966

Purchase Info

  • Min. initial investment4,000
  • Min. regular additional investment0

Charges

  • Annual management1.05%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).