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MFS Meridian Prudent Capital P1 USD - LU1914596959
Obiettivo di investimento dichiarato
The Fund’s objective is capital appreciation, measured in U.S. dollars. The Investment Manager normally invests the Fund’s assets across different asset classes, including an allocation to equity securities and an allocation to debt instruments and cash-equivalents (defined as bank deposits, money market instruments, units of money market funds and reverse repurchase transactions), based on its view of the relative value of different types of securities and/or other market conditions. The Investment Manager expects the Fund’s allocations among asset classes will normally fall within the following ranges: 50% to 90% in equity securities, and 10% to 50% in debt instruments and cash-equivalents. However, the Fund may invest outside of these ranges and its exposure to these asset classes may vary significantly from time to time. The Investment Manager seeks to reduce the volatility of the Fund’s returns relative to the global equity markets, as represented by the MSCI World Index (USD).
Anagrafica e indicatori
| ISIN: LU1914596959 | Benchmark dichiarato: 100% MSCI World NR USD |
| Prezzo/Nav al 18/04/2024: 13,48 USD | Benchmark Morningstar: Morningstar EAA USD Mod Tgt Alloc NR USD |
| Investimento minimo: ND | Società di Gestione: MFS |
| Categoria Morningstar: Bilanciati Moderati USD | Valuta: USD |
Commissioni
| Commissioni | Da prospetto |
|---|---|
| Commissione di ingresso massima | ND |
| Commissione di uscita massima | ND |
| Commissione di gestione | ND |
| Commissione di performance | ND |
Rating e rischio
Rendimenti
| Rendimenti | Fondo | Categoria |
|---|---|---|
| Rendimento YTD % | 2,68% | 4,19% |
| Rendimento 1 anno % | 10,33% | 9,75% |
| Rendimento 3 anni % | 3,17% | 3,79% |
| Rendimento 5 anni % | 3,74% | 4,39% |
| Rendimento 10 anni % | ND | 5,83% |
Visualizzazione documentazione offerta
Fondi acquistabili
Il fondo MFS Meridian Prudent Capital P1 USD al momento non è acquistabile su FondiOnline.it. Puoi sottoscrivere in alternativa i seguenti fondi di MFS per la categoria Bilanciati Moderati USD.
- 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
Le informazioni su Fondi Comuni di Investimento, Sicav e Fondi Pensione Aperti messe a disposizione sul Sito sono di esclusiva proprietà di Morningstar Italy S.r.l. (http://www.morningstar.it/it/). Innofin non è pertanto in alcun modo responsabile della veridicità, completezza e aggiornamento delle Informazioni.
