New Managed Wealth Fund from MFS Investment Management

by | Mar 17, 2016

Share this article

James Swanson

A new managed wealth fund has been launched by MFS Investment Management.

The MFS Meridian Funds – Managed Wealth Fund is a global long/short equity fund. It seeks total returns with less volatility than the broad global equity market by using a tactical asset allocation overlay.

The investment strategy is based on the idea that equities offer the most attractive long-term return potential, but also that prudent consideration of market dynamics may warrant a reduction in net equity exposure

President of MFS International Lina Medeiros said: “We are seeing significant and growing client demand for outcome-oriented funds with strong diversification and risk management characteristics. In today’s investment environment, we believe investors may be looking to diversify their portfolios with flexible equity funds that have the ability to adapt to market conditions at times of volatility.”

Iinvestors will have access to MFS’ blended research process, which combines MFS’ fundamental and quantitative research capabilities to select global stocks for the portfolio.

James Swanson (pictured above), MFS’ chief investment strategist, will serve as the fund’s lead manager. Portfolio manager Jonathan Sage, will be responsible for stock selection.

Share this article

Related articles

Join Hardman at the EIS Webinar

Join Hardman at the EIS Webinar

Your webinar invitationEIS and SEIS: what does the future hold?Thursday 8th December 10-11:30 Join us on Thursday 8th December for an in-depth discussion of the advantages for IFAs and their clients of using the Enterprise Investment Scheme and earn CPD. We will be...

Join Jenson at our upcoming EIS webinar

Join Jenson at our upcoming EIS webinar

Your webinar invitationEIS and SEIS: what does the future hold?Thursday 8th December 10-11:30 Join us on Thursday 8th December for an in-depth discussion of the advantages for IFAs and their clients of using the Enterprise Investment Scheme and earn CPD. We will be...

Trending articles