MFS Meridian Emerging Mkts Eq I1 GBP (FUND:B08NDL2) - Fund price


Fund Report

MFS Meridian Funds - Emerging Markets Equity Fund I1 GBP

Morningstar Rating™ (Relative to Category) 30/09/2019
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: Global Emerging Markets EquityClick here to see our Methodology
3-YearAbove AverageAverage4 Stars
5-YearAbove AverageAverage4 Stars
10-YearAverageBelow Average4 Stars
OverallAbove AverageAverage4 Stars
Modern Portfolio Statistics 30/09/2019
 Standard Index
MSCI EM NR USD
Best Fit Index
MSCI EM Growth GR USD
3-Yr R-Squared92.6292.71
3-Yr Beta0.980.89
3-Yr Alpha0.75-0.09
Return/Risk Analysis 30/09/2019
Risk Measurement1 Year3 Years5 Years
Standard Deviation16.1911.8113.28
3-Yr Mean Return4.449.269.47
Sharpe Ratio0.220.710.64
Sortino Ratio---
Positive Months72236
Negative Months51424
Worst Month-8.13-8.13-8.13
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
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