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.

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*All returns are per annum, after fees and before taxes. Data updated at 1:05pm 22 December 2024 (NZT)

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