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MFS CONTINENTAL EUROPEAN EQUITY A2 GBP - Fund overview

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Overview of MFS CONTINENTAL EUROPEAN EQUITY A2 GBP

This is a "best ideas" focus fund from MFS's European team of eleven analysts based in London. Each analyst will generally cover 50-60 stocks in great detail. The high degree of in-house research and the collegiate process should lead to outperformance.

Standard Initial Charge

5.00% 2.00%

Fund summary

Sector  –
Product type  OFFSHORE FUND
Launched  February, 2006
Size  £9m
Yield 1.1%
Charging basis  –
Dividends paid  –
Bid price 586.00p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 2.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.93%
Reduction in yield (10yr) 2.13%

Bestinvest says


No information available.

Portfolio

mfs continental european equity a2 gbp asset allocation illustration
Allocation Proportion
Equity 98%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 2%
mfs continental european equity a2 gbp equity geographic illustration
Allocation Proportion
UK 0%
Europe 100%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
mfs continental european equity a2 gbp equity capitalisation illustration
Allocation Proportion
Large Caps 83%
Mid Caps 13%
Small Caps 4%

Investment process


This fund is managed by the MFS committee of European analysts and as such the investment process is driven by bottom up research. Therefore, before stocks enter the portfolio, it is likely that they will not only be scrutinised by the appointed analyst but also by the rest of the team.
The fund is intended to be a core holding although investors should appreciate that portfolio weightings are likely to vary significantly from the benchmark index, with limited risk controls.
The team is generally focusing on large cap growth oriented companies with robust business models which are cheap in relation to earnings growth and cash flow.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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