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MFS Meridian Managed Wealth WH1 EUR - LU1307990868
Obiettivo di investimento dichiarato
The Fund’s investment objective is to seek total return measured in U.S. Dollars. The Fund seeks to generate returns by (i) investing in individual securities, normally focusing on equity securities of companies in developed and emerging markets, and (ii) using a tactical asset allocation overlay primarily using derivative instruments to seek to decrease the volatility of the Fund’s returns relative to the global equity markets as represented by the MSCI World Index (net div), by reducing the Fund’s exposure to the equity and/or currency markets associated with the investments held in the Fund’s portfolio and also to potentially expose the Fund to asset classes and/or markets in which the Fund has little or no exposure (e.g., below-investment-grade debt instruments). In addition, the Fund may seek to limit its exposure to certain extreme market events.
Anagrafica e indicatori
ISIN: LU1307990868 | Benchmark dichiarato: 100% ICE BofA 0-3 M US Trsy Bill TR USD |
Prezzo/Nav al 24/12/2024: 9,79 EUR | Benchmark Morningstar: ND |
Investimento minimo: 4.000,00 EUR | Società di Gestione: MFS |
Categoria Morningstar: Alternativi - Long/Short Azionario Internazionale | Valuta: EUR |
Commissioni
Commissioni | Da prospetto |
---|---|
Commissione di ingresso massima | 0,00% |
Commissione di uscita massima | ND |
Commissione di gestione | 0,80% |
Commissione di performance | ND |
Rating e rischio
ESG
Il prodotto tiene conto dei fattori di sostenibilità? ND |
Rendimenti
Rendimenti | Fondo | Categoria |
---|---|---|
Rendimento YTD % | 5,38% | 10,18% |
Rendimento 1 anno % | 5,61% | 10,14% |
Rendimento 3 anni % | 1,44% | 4,86% |
Rendimento 5 anni % | -0,40% | 4,36% |
Rendimento 10 anni % | ND | 5,50% |
Visualizzazione documentazione offerta
Fondi acquistabili
Il fondo MFS Meridian Managed Wealth WH1 EUR al momento non è acquistabile su FondiOnline.it. Puoi sottoscrivere in alternativa i seguenti fondi di MFS.
- MFS Meridian Asia Ex-Japan A1 EUR - LU0219418679
- MFS Meridian Asia Ex-Japan A1 USD - LU0219441226
- MFS Meridian Asia Ex-Japan W1 USD - LU0776165432
- MFS Meridian Japan Equity A1 EUR - LU0219423752
- MFS Meridian Japan Equity A1 USD - LU0219444758
- MFS Meridian Japan Equity W1 USD - LU1529512219
- MFS Meridian Global Equity Inc A1 USD - LU1280185064
- MFS Meridian Global Equity Inc A2 USD - LU1280185221
- MFS Meridian Global Equity Inc AH1 EUR - LU1280185148
- MFS Meridian Global Equity Inc W1 USD - LU1280185908
- MFS Meridian Global Equity Inc W2 USD - LU1280186039
- MFS Meridian Global Equity Inc WH1 EUR - LU1307989183
- MFS Meridian Global Equity Inc WH1 GBP - LU1280186112
- MFS Meridian Global Concntr A1 EUR - LU0219418919
- MFS Meridian Global Concntr A1 USD - LU0219441572
- MFS Meridian Global Concntr W1 EUR - LU1761538146
- MFS Meridian Global Concntr W1 GBP - LU1320599696
- MFS Meridian Global Concntr W1 USD - LU1307988615
- MFS Meridian Global Concntr WH1 EUR - LU1307988706
- MFS Meridian Global Concntr WH1 GBP - LU0808561640
- MFS Meridian Global Equity A1 EUR - LU0094560744
- MFS Meridian Global Equity A1 USD - LU0219441069
- MFS Meridian Global Equity AH1 EUR - LU1625124802
- MFS Meridian Global Equity W1 EUR - LU1761538229
- MFS Meridian Global Equity W1 GBP - LU1320599852
- MFS Meridian Global Equity W1 USD - LU0458496949
- MFS Meridian Global Equity WH1 EUR - LU1307989001
- MFS Meridian Global Equity WH1 GBP - LU0583246474
- MFS Meridian Global Intrnsc Val A1 EUR - LU1914599201
- MFS Meridian Global Intrnsc Val A1 USD - LU1914599110
- MFS Meridian Global Intrnsc Val AH1 EUR - LU1914599383
- MFS Meridian Global Intrnsc Val W1 EUR - LU1914600066
- MFS Meridian Global Intrnsc Val W1 GBP - LU1914599896
- MFS Meridian Global Intrnsc Val W1 USD - LU1914599623
- MFS Meridian Global Intrnsc Val WH1 EUR - LU1914600140
- MFS Meridian Global Intrnsc Val WH1 GBP - LU1914599979
- MFS Meridian Global Rsrch Focus A1 EUR - LU0219417861
- MFS Meridian Global Rsrch Focus A1 USD - LU0219441143
- MFS Meridian Global Rsrch Focus W1 USD - LU0458497756
- MFS Meridian Global Strategic Eq A1 EUR - LU2432525553
- MFS Meridian Global Strategic Eq A1 USD - LU2432525637
- MFS Meridian Global Strategic Eq AH1 EUR - LU2432525710
- MFS Meridian Global Strategic Eq W1 USD - LU2432527500
- MFS Meridian Global Strategic Eq WH1 EUR - LU2432528227
- MFS Meridian Global Strategic Eq WH1 GBP - LU2432528573
- MFS Meridian Contrarian Value A1 EUR - LU2459474701
- MFS Meridian Contrarian Value A1 USD - LU1985811782
- MFS Meridian Contrarian Value AH1 EUR - LU1985811865
- MFS Meridian Contrarian Value W1 EUR - LU2466571499
- MFS Meridian Contrarian Value W1 GBP - LU1985812327
- MFS Meridian Contrarian Value W1 USD - LU1985812244
- MFS Meridian Contrarian Value WH1 EUR - LU1985812673
- MFS Meridian Contrarian Value WH1 GBP - LU1985812590
- MFS Meridian Global New Dscvy A1 EUR - LU2219428682
- MFS Meridian Global New Dscvy A1 USD - LU2219428500
- MFS Meridian Global New Dscvy AH1 EUR - LU2219428765
- MFS Meridian Global New Dscvy W1 USD - LU2219429060
- MFS Meridian Global New Dscvy WH1 EUR - LU2219429490
- MFS Meridian UK Equity A1 USD - LU0219441655
- MFS Meridian UK Equity W1 GBP - LU0583245583
- MFS Meridian UK Equity W1 USD - LU1123737212
- MFS Meridian US Concentrated Gr A1 USD - LU0094555157
- MFS Meridian US Concentrated Gr W1 USD - LU0458498135
- MFS Meridian US Concentrated Gr WH1 EUR - LU1307991163
- MFS Meridian US Concentrated Gr WH1 GBP - LU0808563182
- MFS Meridian US Growth A1 USD - LU1985810032
- MFS Meridian US Growth AH1 EUR - LU1985810115
- MFS Meridian US Growth W1 USD - LU1985810461
- MFS Meridian US Growth WH1 EUR - LU1985810891
- MFS Meridian US Growth WH1 GBP - LU1985810628
- MFS Meridian US Value A1 USD - LU0125979160
- MFS Meridian US Value AH1 EUR - LU0583241160
- MFS Meridian US Value W1 USD - LU0458498309
- MFS Meridian US Value WH1 EUR - LU1307991759
- MFS Meridian US Value WH1 GBP - LU0583241756
- MFS Meridian Continen Eurp Eq A1 EUR - LU0219419214
- MFS Meridian Continen Eurp Eq A1 USD - LU0219441739
- MFS Meridian Continen Eurp Eq W1 EUR - LU0944407773
- MFS Meridian Continen Eurp Eq W1 USD - LU1529512300
- MFS Meridian Continen Eurp Eq WH1 GBP - LU0583245823
- MFS Meridian Blnd Rsrch Eurp Eq A1 EUR - LU0648597655
- MFS Meridian Blnd Rsrch Eurp Eq A1 USD - LU0648597572
- MFS Meridian Blnd Rsrch Eurp Eq AH1 USD - LU1340705364
- MFS Meridian Blnd Rsrch Eurp Eq W1 EUR - LU0944407930
- MFS Meridian Blnd Rsrch Eurp Eq W1 USD - LU1340706099
- MFS Meridian Blnd Rsrch Eurp Eq WH1 GBP - LU0808560915
- MFS Meridian Blnd Rsrch Eurp Eq WH1 USD - LU1340706172
- MFS Meridian European Core Eq A1 EUR - LU0125946151
- MFS Meridian European Core Eq A1 USD - LU0219440509
- MFS Meridian European Core Eq AH1 USD - LU1859347566
- MFS Meridian European Core Eq W1 EUR - LU0944408151
- MFS Meridian European Core Eq W1 GBP - LU1320599340
- MFS Meridian European Core Eq W1 USD - LU1123737568
- MFS Meridian European Core Eq WH1 GBP - LU0583245070
- MFS Meridian European Core Eq WH1 USD - LU2055179365
- MFS Meridian European Research A1 EUR - LU0094557526
- MFS Meridian European Research A1 USD - LU0219440335
- MFS Meridian European Research AH1 USD - LU0982389214
- MFS Meridian European Research W1 EUR - LU0944408318
- MFS Meridian European Research W1 USD - LU1123736750
- MFS Meridian European Research WH1 GBP - LU0583244859
- MFS Meridian European Research WH1 USD - LU1123736834
- MFS Meridian European Value A1 EUR - LU0125951151
- MFS Meridian European Value A1 USD - LU0219440764
- MFS Meridian European Value AH1 CHF - LU0808561210
- MFS Meridian European Value AH1 USD - LU0947761044
- MFS Meridian European Value W1 EUR - LU0944408821
- MFS Meridian European Value W1 GBP - LU1320600379
- MFS Meridian European Value W1 USD - LU0458495545
- MFS Meridian European Value WH1 GBP - LU0583245237
- MFS Meridian European Value WH1 USD - LU1529512482
- MFS Meridian European Smlr Coms W1 EUR - LU0944408581
- MFS Meridian European Smlr Coms W1 USD - LU1123736321
- MFS Meridian European Smlr Coms WH1 USD - LU1123736594
- MFS Meridian Emerg Mkts Eq Rsh A1 USD - LU2271365293
- MFS Meridian Emerg Mkts Eq Rsh AH1 EUR - LU2271365376
- MFS Meridian Emerg Mkts Eq Rsh W1 USD - LU2271365616
- MFS Meridian Emerg Mkts Eq Rsh WH1 EUR - LU2271365962
- MFS Meridian Emerging Mkts Eq A1 EUR - LU0219423836
- MFS Meridian Emerging Mkts Eq A1 USD - LU0219444832
- MFS Meridian Emerging Mkts Eq W1 USD - LU0944407427
- MFS Meridian Emerging Mkts Eq WH1 EUR - LU1307988532
- MFS Meridian Emerging Mkts Eq WH1 GBP - LU0583244420
- MFS Meridian Global Lstd Infras A1 EUR - LU2622115926
- MFS Meridian Global Lstd Infras A1 USD - LU2622116064
- MFS Meridian Global Lstd Infras AH1 EUR - LU2622116148
- MFS Meridian Global Lstd Infras W1 USD - LU2622117112
- MFS Meridian Global Lstd Infras WH1 EUR - LU2622117385
- MFS Meridian Global Lstd Infras WH1 GBP - LU2622117468
- MFS Meridian Diversified Income A1 USD - LU1099986488
- MFS Meridian Diversified Income A2 USD - LU1099986561
- MFS Meridian Diversified Income A4 EUR - LU1529512722
- MFS Meridian Diversified Income AH1 EUR - LU1099986645
- MFS Meridian Diversified Income W1 EUR - LU1307987211
- MFS Meridian Diversified Income W1 USD - LU1099987379
- MFS Meridian Diversified Income W2 USD - LU1099987452
- MFS Meridian Diversified Income WH1 EUR - LU1307986916
- MFS Meridian Diversified Income WH1 GBP - LU1130815035
- MFS Meridian Global Total Ret A1 EUR - LU0219418836
- MFS Meridian Global Total Ret A1 USD - LU0219441499
- MFS Meridian Global Total Ret A2 USD - LU0219442380
- MFS Meridian Global Total Ret A4 EUR - LU1529513027
- MFS Meridian Global Total Ret AH1 EUR - LU1123736917
- MFS Meridian Global Total Ret W1 EUR - LU1307990272
- MFS Meridian Global Total Ret W1 USD - LU0458497160
- MFS Meridian Global Total Ret W2 USD - LU0808561723
- MFS Meridian Global Total Ret WH1 EUR - LU1307989852
- MFS Meridian Global Total Ret WH1 GBP - LU0925731761
- MFS Meridian Prudent Capital A1 EUR - LU1442549025
- MFS Meridian Prudent Capital A1 USD - LU1442548993
- MFS Meridian Prudent Capital A4 EUR - LU1529513373
- MFS Meridian Prudent Capital AH1 CHF - LU2274088124
- MFS Meridian Prudent Capital AH1 EUR - LU1442549298
- MFS Meridian Prudent Capital W1 EUR - LU1761538575
- MFS Meridian Prudent Capital W1 GBP - LU1442549611
- MFS Meridian Prudent Capital W1 USD - LU1442549538
- MFS Meridian Prudent Capital WH1 EUR - LU1442549884
- MFS Meridian Prudent Capital WH1 GBP - LU1442549702
- MFS Meridian Prudent Wealth W1 EUR - LU1761538658
- MFS Meridian Prudent Wealth W1 GBP - LU1320600023
- MFS Meridian Prudent Wealth W1 USD - LU0583243885
- MFS Meridian Prudent Wealth WH1 EUR - LU1307990942
- MFS Meridian Prudent Wealth WH1 GBP - LU0583244008
- MFS Meridian Euro Credit A1 EUR - LU1914597502
- MFS Meridian Euro Credit A1 USD - LU1914603839
- MFS Meridian Euro Credit A2 USD - LU1914597767
- MFS Meridian Euro Credit W1 EUR - LU1914598575
- MFS Meridian Euro Credit W1 GBP - LU1914598658
- MFS Meridian Euro Credit W1 USD - LU1914598492
- MFS Meridian Global Credit A1 EUR - LU0458495891
- MFS Meridian Global Credit A1 USD - LU0458495628
- MFS Meridian Global Credit A2 USD - LU0458495974
- MFS Meridian Global Credit AH1 EUR - LU1123738020
- MFS Meridian Global Credit W1 USD - LU0458496782
- MFS Meridian Global Credit W2 USD - LU0808561566
- MFS Meridian Global Credit WH1 EUR - LU1307988888
- MFS Meridian Global Credit WH1 GBP - LU0583242135
- MFS Meridian Global Oppc Bd A1 EUR - LU1340702932
- MFS Meridian Global Oppc Bd A1 USD - LU1340702692
- MFS Meridian Global Oppc Bd A2 USD - LU1340702775
- MFS Meridian Global Oppc Bd AH1 EUR - LU1340703070
- MFS Meridian Global Oppc Bd W1 EUR - LU1761538492
- MFS Meridian Global Oppc Bd W1 USD - LU1340704474
- MFS Meridian Global Oppc Bd W2 USD - LU1340704557
- MFS Meridian Global Oppc Bd WH1 EUR - LU1340705018
- MFS Meridian Global Oppc Bd WH1 GBP - LU1340704714
- MFS Meridian Global High Yield A1 EUR - LU0648599867
- MFS Meridian Global High Yield A1 USD - LU0035377810
- MFS Meridian Global High Yield A2 USD - LU0035378891
- MFS Meridian Global High Yield W1 USD - LU0458498051
- MFS Meridian Global High Yield W2 USD - LU0808561996
- MFS Meridian Global High Yield WH1 EUR - LU1307989423
- MFS Meridian Global High Yield WH1 GBP - LU1164707561
- MFS Meridian Limited Maturity A1 EUR - LU1740847006
- MFS Meridian Limited Maturity A1 USD - LU0219442893
- MFS Meridian Limited Maturity A2 USD - LU0219443354
- MFS Meridian Limited Maturity W1 USD - LU0458497590
- MFS Meridian Limited Maturity W2 USD - LU0808562531
- MFS Meridian US Corporate Bond A1 USD - LU0870266391
- MFS Meridian US Corporate Bond A2 USD - LU0870266631
- MFS Meridian US Corporate Bond AH1 EUR - LU0870266805
- MFS Meridian US Corporate Bond W1 USD - LU0870268173
- MFS Meridian US Corporate Bond W2 USD - LU0870268413
- MFS Meridian US Corporate Bond WH1 EUR - LU1307986676
- MFS Meridian US Corporate Bond WH1 GBP - LU1307986833
- MFS Meridian US Total Return Bd A1 USD - LU0219442976
- MFS Meridian US Total Return Bd A2 USD - LU0219443438
- MFS Meridian US Total Return Bd AH1 EUR - LU1200227335
- MFS Meridian US Total Return Bd W1 USD - LU0458497673
- MFS Meridian US Total Return Bd W2 USD - LU0808562887
- MFS Meridian US Total Return Bd WH1 EUR - LU1307991080
- MFS Meridian US Total Return Bd WH1 GBP - LU1164707728
- MFS Meridian US Government Bond A1 EUR - LU0812851797
- MFS Meridian US Government Bond A1 USD - LU0219442547
- MFS Meridian US Government Bond A2 USD - LU0219443271
- MFS Meridian US Government Bond AH1 EUR - LU1964705062
- MFS Meridian US Government Bond W1 USD - LU0458497913
- MFS Meridian US Government Bond W2 USD - LU0808563265
- MFS Meridian Inflation Adjstd Bd A1 USD - LU0219444592
- MFS Meridian Inflation Adjstd Bd A2 USD - LU0219444675
- MFS Meridian Inflation Adjstd Bd W1 USD - LU0458497244
- MFS Meridian Inflation Adjstd Bd W2 USD - LU0808562028
- MFS Meridian Em Mkts Dbt Lcl Ccy A1 EUR - LU0406716257
- MFS Meridian Em Mkts Dbt Lcl Ccy A1 USD - LU0406715952
- MFS Meridian Em Mkts Dbt Lcl Ccy A2 USD - LU0406716414
- MFS Meridian Em Mkts Dbt Lcl Ccy W1 USD - LU0458495461
- MFS Meridian Em Mkts Dbt Lcl Ccy W2 USD - LU0808560832
- MFS Meridian Em Mkts Dbt Lcl Ccy WH1EUR - LU1307988458
- MFS Meridian Em Mkts Dbt Lcl Ccy WH1GBP - LU1164707306
- MFS Meridian Emerging Mkts Dbt A1 EUR - LU0219422606
- MFS Meridian Emerging Mkts Dbt A1 USD - LU0125948108
- MFS Meridian Emerging Mkts Dbt A2 USD - LU0125948280
- MFS Meridian Emerging Mkts Dbt AH1 EUR - LU0583240519
- MFS Meridian Emerging Mkts Dbt W1 EUR - LU1307988029
- MFS Meridian Emerging Mkts Dbt W1 USD - LU0458495388
- MFS Meridian Emerging Mkts Dbt W2 USD - LU0808560162
- MFS Meridian Emerging Mkts Dbt WH1 EUR - LU1307987567
- MFS Meridian Emerging Mkts Dbt WH1 GBP - LU0583240949
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