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FundSource

MFS Blended Research Global Equity Trust

Investment Objective

The Trust will be actively managed and aims to seek capital appreciation over the longer term by investing in a diversified portfolio of global shares selected through a blend of fundamental and quantitative research, and aims to outperform its Benchmark over a full market cycle, before taking into account fees, taxes and expenses. The Benchmark for the Trust is the MSCI All Country World ex-Tobacco Index (net dividends reinvested), unhedged, measured in AUD, before fees, taxes and expenses.

Finance News

December interest rate cut uncertain: Fed governor
Finance

December interest rate cut uncertain: Fed governor

Lisa Cook says the timing of further reductions will depend on new data.

The Wall Street Journal 21 Nov 2024
Finance

Bayly to banks: ‘Just get on with it’

Minister Andrew Bayly is impatient for the changes needed to improve competition.

Ben Moore 20 Nov 2024
Bayly to banks: ‘Just get on with it’
Finance

‘Regulatory failure’ let NZ’s payments fall behind

NZ was the All Blacks of payments, but now barely makes regionals as regulation lagged.

Ben Moore 19 Nov 2024
‘Regulatory failure’ let NZ’s payments fall behind
*All returns are per annum, after fees and before taxes. Data updated at 1:05am 22 November 2024 (NZT)
FundSource
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FundInfo

Third party data: All data displayed on the FundSource pages (Data) on BusinessDesk has been sourced from an independent third party, FE Fundinfo. NZME and its related bodies corporate and affiliates (together NZME) do not make any representation as to the currency, fairness, accuracy, completeness or reliability of the Data. Nor will NZME have any liability to any person in relation to the use of or reliance on the Data.

No financial or investment advice: The Data is general information only. It is not financial product or investment advice or an investment recommendation, and has not been prepared taking into account the objectives, financial situation or needs of any person. Potential investors should seek their own independent advice from a qualified financial adviser prior to making an investment decision. NZME makes no recommendation in relation to, and accept no responsibility or ongoing liability for, any person’s investment decisions.

No offer: The Data is only to be accessed by New Zealand residents from within New Zealand, and may not be copied or distributed to any other person. The Data does not constitute an offer or solicitation to offer financial products or conduct investment business in New Zealand or any other jurisdiction.

No guarantee: Past performance information should not be relied upon as (and is not) a promise, representation, warranty or guarantee as to the past, present or future performance. NZME does not guarantee repayment of any capital or payment of any returns on capital invested in the investments referred to in the Data.

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