MFS MFS Global Equity Trust II I Unhedged

Investment Objective

The MFS Global Equity Trust II - Class I Unhedged will be actively managed and aims to seek capital appreciation over the longer term by investing in a diversified portfolio of global shares and aims to outperform its Benchmark over a full market cycle, before taking into account fees and expenses. The Trust's benchmark is the MSCI World Index (with net dividends reinvested), unhedged, measured in AUD, before fees, taxes and expenses. The MFS Global Equity Trust II - Class I Hedged will be actively managed and aims to seek capital appreciation over the longer term by investing in a diversified portfolio of global shares. The Class I Hedged is hedged to the Australian dollar and aims to outperform its Benchmark over a full market cycle, before taking into account fees and expenses. The Trust's benchmark is the MSCI World Index (with net dividends reinvested), hedged 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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