MFS Meridian US Value I1 GBP
This fund can be held in a Dealing accountISALifetime ISAJISASIPPand can be used with Regular investment
Before investing please read:
Management
Name of company | MFS Investment Management Company (Lux) S.à.r.l |
Phone | - |
Website | - |
Address | 4, rue Albert Borschette L-1246, Luxembourg - Luxembourg |
Fund
Domicile | LUX |
Legal structure | SICAV |
UCITS | Yes |
Inception date | 26/09/2005 |
Managers
Fund manager | Nevin Chitkara |
Manager start date | 02/02/2011 |
Biography | 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. |
Fund manager | Katherine Cannan |
Manager start date | 31/12/2019 |
Biography | Katherine Ann Cannan - Investment Officer- Portfolio Manager- As an Equity Portfolio Manager, responsible for buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions.- Joined MFS in 2013; previous positions include Equity Research Analyst; MFS Summer Intern.- Previous experience includes 2 years as Associate at Thomas H. Lee Partners; 2 years as Analyst at Goldman, Sachs & Co..- Northwestern University, Bachelor of Arts, magna cum laude, Phi Beta Kappa - Harvard Business School, Master of Busi |
Fund manager | Steven Gorham |
Manager start date | 01/02/2002 |
Biography | 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. |
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.
© Copyright 2024 AJ Bell. All rights reserved.