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Global Equity Fund (MFS Meridian)

The Global Equity Fund is an actively managed equity fund that seeks to drive growth through capital gains and income from a well-diversified portfolio of global equities and equity-based financial instruments. The fund is managed by MFS Investments.

Main features

  • Actively managed, unit linked fund.
  • Seeks to drive growth through investment in well-diversified portfolio of global equities.
  • The fund is managed by MFS Investments.
  • Risk rating: 5

Who should invest in the fund?

  • Suitable for investors who are comfortable with medium to high levels of risk and have a medium to long term investment horizon.

Find out if this fund is available for your product choice (PDF - 278 KB)

How it works

This Global Equity Fund is a unit linked fund that gives you the opportunity to participate in the performance of global companies. To achieve this, it invests in the MFS Meridian Global Equity Fund.

The fund's country and sector exposures are driven by bottom-up stock selection, not top-down allocation. The fund may use derivatives for hedging and/or investment purposes.

As the fund invests some assets outside the eurozone, a currency risk arises for a euro investor.

Asset Split**

Annualised Performance (%)*

*Notes: Annual management charges (AMC) apply. The fund performance shown is before the full AMC is applied on your policy.

Returns are based on offer/offer performance and do not represent the return achieved by individual policies linked to the fund.

The fund price/performance shown is for the Pension / Gross of Tax Funds category.

*Source: Zurich Life

**Note: Asset Splits are updated monthly.

Why MFS Meridian?

MFS Investment Management is a premier global asset management firm that offers equity and fixed-income investment solutions to both institutional and retail clients. Their portfolio managers are supported by their entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for their clients. The core principles of their approach are integrated research, global collaboration and active risk management. MFS manages $438.1 billion* in assets on behalf of individual and institutional investors worldwide.

*Source: MFS, August 31 2014.

MFS International (UK) Ltd. is a private limited company registered in England and Wales with the company number 03062718, and is authorised and regulated by the Financial Conduct Authority.

Warning: Past performance is not a reliable guide to future performance.
Warning: Benefits may be affected by changes in currency exchange rates.
Warning: The value of your investment may go down as well as up.
Warning: If you invest in these funds you may lose some or all of the money you invest.

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