Iscriviti per creare notifiche per gli Strumenti,
gli Eventi Economici ed i contenuti degli autori che segui
Iscriviti gratis Hai già un conto? Accedi
166,790
+0,320
+0,19%
quotazioni
Tutti i tipi di strumenti
- Tutti i tipi di strumenti
- Indici
- Azioni
- ETF
- Fondi
- Mat. prime
- Valute
- Cripto
- Obbl.
- Certificati
Per Favore, prova con una nuova ricerca
🤑 Non sarà mai più conveniente di così! Blocca subito lo sconto del 60% per il Black Friday prima che sparisca...
APPROFITTA DELLO SCONTO
Mfs Meridian Funds - Prudent Wealth Fund Ih1 Eur (0P0000Y75U)
Aggiungi/Rimuovi dal Portafoglio
Aggiungere uno strumento a:
25/11 - Chiuso. Valuta in EUR
- Rating di Morningstar:
- Asset totali: 2,21B
Tipologia:
Fondo
Mercato:
Lussemburgo
Emittente:
MFS Investment Management Company (Lux) S.à.r.l
ISIN:
LU0808562705
Tipo di investimento:
Azione
MFS Meridian Funds - Prudent Wealth Fund IH1 EUR
166,790
+0,320
+0,19%
- Generale
- Grafici
- Sezione tecnica
- Forum
- Panoramica
- Profilo
- Dati Storici
- Holding
0P0000Y75U Panoramica
Su questa pagina troverai un profilo dettagliato su Mfs Meridian Funds - Prudent Wealth Fund Ih1 Eur. Scopri di più su gestione, asset totali, strategie di investimento e informazioni di contatto di 0P0000Y75U, ed altre informazioni.
Strategia di investimento
L'obiettivo del fondo è l'incremento del capitale espresso in dollari Usa. Di norma il fondo concentra i propri investimenti in titoli azionari di emittenti con sede in paesi con mercati sviluppati ed emergenti, tuttavia può investire senza alcun limite in strumenti di debito di emittenti societari e statali, in funzione del suo parere sul valore relativo di diversi tipi di titoli e/o altre condizioni di mercato. Generalmente il fondo concentra i propri investimenti azionari in società che ritiene sottovalutate rispetto al loro valore percepito (società di tipo valore). Il fondo può investire in società di qualsiasi dimensione. Il fondo può investire in strumenti di debito al di sotto della qualità d’investimento. Il Fondo può investire una percentuale relativamente alta delle proprie attività in un numero ristretto di emittenti.
Informazioni di contatto
Indirizzo
L-1246, Luxembourg
,
Luxembourg
,
Luxembourg
Telefono
-
Vertici Esecutivo
| Nome | Titolo | Dal | Fino a |
|---|---|---|---|
| Edward Dearing | - | 2018 | Adesso |
| Biografia | Edward J. Dearing is an investment officer and Portfolio Manager at MFS Investment Management (MFS). Edward is responsible for final buy and sell decisions, portfolio construction, risk and cash management. He also participates in the firm’s research process and strategy discussions. He is based in London. Edward joined MFS in 2014 as an Equity Research Analyst and took on portfolio management responsibilities for the firm's Prudent Capital strategy in 2018, and the Prudent Wealth strategy in 2020. Prior to joining the firm, Edward worked at Deutsche Bank AG, where he focused on structured credit analysis and special situations lending. Before moving into finance, Edward practised law for just under six years, first with London-based Magic Circle firm Clifford Chance LLP, and then with Washington-based firm Covington & Burling LLP. Edward holds a Master of Arts degree in Law with honours from Cambridge University, and an MBA from the London Business School, where he was the Bank of America Merrill Lynch scholar. In his spare time Edward enjoys competitive chess, and in this respect holds the title of International Master. In his younger days Edward represented Scotland in multiple European and World Junior Chess Championships, and went on to represent his country in the world chess Olympiad. Edward has also written three books on chess strategy. | ||
| Barnaby M. Wiener | Portfolio Manager | 2008 | Adesso |
| Biografia | Barnaby Wiener is an investment officer of MFS Investment Management® (MFS®) and equity portfolio manager of the international value, global value, and global total return portfolios of the firm's mutual funds, variable annuities, and institutional investment strategies. He is based in MFS' London office. Barnaby joined MFS as a research analyst in 1998. Previously, he was an equity research analyst at Merrill Lynch. Prior to that, he served as an equity research analyst at Crédit Lyonnais and as a captain in the British Army. He is a graduate of Ampleforth College and Oxford University. | ||
| Nevin P. Chitkara | Investment Officer | 2008 | 2011 |
| Biografia | Nevin Chitkara is an investment officer of MFS Investment Management (MFS®) and a portfolio manager of the firm's value, total return, and global total return portfolios. Prior to being named portfolio manager in 2006, Nevin was an equity research analyst specializing in the business services, cellular telephone, and telephone services industries. Nevin joined MFS in 1997. Previously, he served on the corporate audit and business development staffs of General Electric Co. | ||
| Katrina A. Mead | Portfolio manager | 2008 | 2011 |
| Biografia | Value Equity Portfolio Manager - Participates in the research process and strategy discussions, assesses portfolio risk, collaborates on portfolio construction, manages daily cash flows, and communicates investment policy and strategy - Joined MFS in 1997 as an Equity Research Analyst following global auto & auto parts, medical devices, telecom & networking and U.S. regional banks; named Associate Portfolio Manager in 2002; named Portfolio Manager in 2004 | ||
| Erik S. Weisman | Investment Officer | 2008 | 2011 |
| Biografia | Erik Weisman, is an investment officer and portfolio manager at MFS Investment Management®. He manages the firm's inflation-adjusted bond, strategic income, global bond, global total return, and global government portfolios. He joined the firm in 2002 as a global sovereign fixed-income research analyst. Previously, he served for two years as assistant to the U.S. Executive Director and for two years as an international economist in the U.S. Department of the Treasury. Erik earned a bachelor's degree from the University of Michigan and master's and Ph.D. degree from Duke University. | ||
| Steven R. Gorham | Portfolio Manager | 2008 | 2011 |
| Biografia | Steven R. Gorham, CFA, is an investment officer of MFS Investment Management® (MFS®) and a portfolio manager of the value and global balanced portfolios of our mutual funds, variable annuities, and institutional investment products. Steve joined MFS in 1989 as a teleservices representative and became a member of the Financial Advisor Division sales desk in 1991. In 1992 he joined the Equity Research Department, and he became a research analyst in 1993 and an investment officer in 1996. He was named portfolio manager in 2000. | ||
| Matthew W. Ryan | Senior Vice President | 2008 | 2010 |
| Biografia | Matthew W. Ryan, CFA, is an investment officer and a portfolio manager of Massachusetts Financial Services Company. Before joining the firm in 1997, Matt worked for four years as an economist at the International Monetary Fund and for five years as an international economist with the U.S. Department of the Treasury. He was named a portfolio manager at MFS in 1998. He is a graduate of Williams College and earned a master's degree in international economics and foreign policy from Johns Hopkins University. Matt also holds the Chartered Financial Analyst (CFA) designation. | ||
Scrivi ciò che pensi su Mfs Meridian Funds - Prudent Wealth Fund Ih1 Eur
Sei sicuro di voler cancellare questo grafico?
Cancella Annulla
Sostituire il grafico allegato con un nuovo grafico?
Sostituisci Annulla
Guida sui Commenti
Allega un Grafico ai Commenti
Conferma blocco
Sei sicuro di voler bloccare %USER_NAME%?
Confermando il blocco tu e %USER_NAME% non potrete più vedere reciprocamente i vostri post su Investing.com.
%USER_NAME% è stato aggiunto correttamente alla lista di utenti bloccati
Poiché hai appena sbloccato questa persona, devi aspettare 48 ore prima di bloccarla nuovamente.
Segnala questo commento
Considero questo commento come:
Commento contrassegnato
Grazie!
La tua segnalazione è stata inviata ai nostri moderatori che la esamineranno