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MFS EUROPEAN EQUITY A1 - Fund overview

No Bestinvest rating


Overview of MFS EUROPEAN EQUITY A1

This offshore fund can be viewed as a " best of ideas" from MFS's European team of seven analysts based in London. Thus the fund is focused as each analyst will generally only cover 50-60 stocks but in great detail. Given the high degree of research taken and collegiate process the fund is suitable for core European exposure.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  OFFSHORE FUND
Launched  March, 1999
Size  £420m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 1,526.40p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 1.65%
Total expense ratio 1.99%
Reduction in yield (10yr) 1.99%

Bestinvest says


No information available.

Portfolio

mfs european equity a1 asset allocation illustration
Allocation Proportion
Equity 97%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 3%
mfs european equity a1 equity geographic illustration
Allocation Proportion
UK 32%
Europe 68%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
mfs european equity a1 equity capitalisation illustration
Allocation Proportion
Large Caps 74%
Mid Caps 24%
Small Caps 2%

Investment process


This fund will be managed by the MFS committee of European analysts and as such the investment process will be 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 are 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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