MFS Meridian Funds - Global Concentrated Fund I1 GBP (0P0000TX56)

Overview

The Fund aims for total return with a focus on generating current income, while also considering capital appreciation. Its investments are denominated in U.S. Dollars and span across a wide variety of debt instruments and equity securities. The Fund's investment strategy is not confined to a single geography, as it seeks opportunities in both developed and emerging markets. This includes convertible securities and real estate-related investments. The allocation of its assets is driven by the investment management team’s analysis of economic conditions, fiscal and monetary policy, and the valuation of asset classes and individual securities.

Products and Services

• Debt Instruments

  The Fund invests in a broad spectrum of debt instruments including government and corporate bonds. The selection of these instruments is based on a thorough analysis of credit quality, interest rate movements, and economic trends. This range allows the Fund to seek out the best income-generating opportunities while managing risk.

• Equity Securities

  Aside from debt, the Fund also allocates part of its portfolio to equity securities of issuers from both developed and emerging markets. This includes stocks that offer both growth potential and dividend income. The selection process for these securities is influenced by the company’s financial health, market position, and the potential for capital appreciation.

• Convertible Securities

  Convertible securities, which can be converted into a predetermined number of the issuer's equity shares, represent a blend of debt and equity investment strategies. They offer the potential for capital appreciation akin to equity investments, while also providing the income features of debt instruments. The Fund selects convertible securities based on their conversion features, the underlying equity's growth prospects, and the issuer's creditworthiness.

• Real Estate-related Investments

  Investments linked to real estate form a part of the Fund’s diverse portfolio. This may include but is not limited to, real estate investment trusts (REITs) and securities of companies involved in the real estate sector. These investments are chosen for their potential to offer both solid income through dividends and capital appreciation through the appreciation of property values.