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MFS UK EQUITY A2 GBP - Fund overview

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Overview of MFS UK EQUITY A2 GBP

This is a best ideas fund managed by the house's UK research team. At between 20-30 stocks each stock having a large positive/negative effect on the funds overall performance. As with all aggressive products this fund is not for the faint hearted but rather for those wishing higher than average growth potential at higher than average risk.

Standard Initial Charge

5.00% 2.00%

Fund summary

Sector	–
Product type	OFFSHORE FUND
Launched	February, 2006
Size	£101m
Yield	1.4%
Charging basis	–
Dividends paid	–
Bid price	587.00p

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	1.95%
Reduction in yield (10yr)	2.15%

Bestinvest says

No information available.

Portfolio

mfs uk equity a2 gbp asset allocation illustration

Allocation		Proportion

	Equity	100%
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	–

mfs uk equity a2 gbp equity geographic illustration

Allocation		Proportion

	UK	98%
	Europe	2%
	Nth America	0%
	Japan	0%
	Pacific	0%
	Other Equity	0%

mfs uk equity a2 gbp equity capitalisation illustration

Allocation		Proportion

	Large Caps	75%
	Mid Caps	21%
	Small Caps	4%

View all performance data for MFS UK EQUITY A2 GBP

Investment process

This fund is managed by MFS's committee of UK analysts. The process is driven through bottom-up research with portfolio weightings varying considerably from the FTSE All Share index.
Investment takes place within stocks of any market capitalisation with the emphasis placed upon good companies in growth industries with strong management. The aim will be to invest within the best ideas provided by the sector analysts.

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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