MFS Meridian Global Total Ret 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 | Jonathan Sage |
| Manager start date | 01/12/2014 |
| Biography | Jonathan W. Sage, CFA, is an investment officer and a portfolio manager at MFS Investment Management. He manages blended research equity strategies utilized by the firm's mutual funds and institutional accounts.He joined MFS in 2000 as a quantitative equity research analyst and was named a portfolio manager in 2005. Prior to joining MFS, Jonathan spent two years as a supervisor of portfolio administration for Santander Global Advisors, Inc. and three years as a senior mutual fund accountant for First Data Investor Services Group. |
| Fund manager | Nevin Chitkara |
| Manager start date | 01/05/2006 |
| 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 | Robert Spector |
| Manager start date | 31/10/2015 |
| Biography | - Serves on MFS Fixed Income Strategy Group, Global Rates & Currency Group, Fixed Income Risk & Opportunities Group- As a Fixed Income Portfolio Manager, responsible for final buy and sell decisions, portfolio construction, risk assessment and cash management. Participates in the research process and strategy discussions.- Joined MFS in 2005- Previous experience includes 2 years as the Head of Canadian Economics and Strategy at Merrill Lynch- Affiliations include CFA Institute- University of Western Ontario, MA- McGill University, BA, great distinction, University Scholar |
| Fund manager | Pilar Gomez-Bravo |
| Manager start date | 01/08/2013 |
| Biography | - Co-CIO Fixed Income- Serves on Fixed Income Risk & Opportunities Group, MFS Global Fixed Income Management Team, Fixed Income Global Rates & Foreign Exchange Committee, MFS Investment Management Committee- As a Fixed Income Portfolio Manager, responsible for final buy and sell decisions, portfolio construction, risk assessment and cash management. Participates in the research process and strategy discussions.- Joined MFS in 2013- MIT Sloan School of Management, MBA- Universidad Pontificia Comillas (ICADE Spain), BS- Universidad Pontificia Comillas (ICADE Spain), LL.B |
| Fund manager | Andy Li |
| Manager start date | 01/02/2019 |
| Biography | Andy Li, CFA - Fixed Income Portfolio Manager- As a Fixed Income Portfolio Manager, responsible for final buy and sell decisions, portfolio construction, risk assessment and cash management. Participates in the research process and strategy discussions.- Joined MFS in 2018- Previous experience includes 4 years as Portfolio Manager at Man GLG; 6 years as Portfolio Manager at ECM Asset Management; 2 years as Management Consultant at Accenture.- Imperial College, London, Bachelor of Engineering, Honors |
| Fund manager | Vipin Narula |
| Manager start date | 01/10/2017 |
| Biography | Investment Officer of MFS. Employed in the investment area of MFS since 2010 |
| Fund manager | Katrina Mead |
| Manager start date | 01/03/2005 |
| Biography | 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 |
| Fund manager | Owen Murfin |
| Manager start date | 27/11/2017 |
| Biography | - |
| Fund manager | Erik Weisman |
| Manager start date | 01/05/2004 |
| Biography | 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. |
| Fund manager | Steven Gorham |
| Manager start date | 01/07/2000 |
| 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. |
| Fund manager | Robert Persons |
| Manager start date | 01/08/2013 |
| Biography | Robert D. Persons, CFA, is an investment officer of MFS Investment Management® (MFS®) and a fixed income portfolio manager.Robert joined MFS in 2000 as an investment grade fixed income research analyst. Prior to joining MFS, he served six years as a bond analyst/portfolio manager for Scudder Kemper Investments; three years as an investment manager for The Travelers Insurance Company; and three years as an investment analyst for Bailard, Biehl & Kaiser.He earned a Bachelor of Arts degree from Bucknell University and a Master of Business Administration degree from Northwestern University. |
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