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.
FundSource is part of a BusinessDesk subscription. Gain access to this page and the whole
site with a 10-day free trial.
Deeply researched, twice-edited and fact-checked news
Foreign coverage from Bloomberg
Personalised email news alerts, plus gift up to 5 stories a month to non-subscribers
You can cancel anytime with two clicks,
an email or a phone call. Find out more.
{{ registerForm.errors.get('form') }}
We had trouble validating your card. It's possible your card provider is preventing us from charging the card. Please contact your card provider or customer support.
*All returns are per annum, after fees and before taxes. Data updated at 1:05am 22 November 2024 (NZT)
FundSource is a trademark of NZME Publishing Ltd
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.
Missing data? All data comes from FE fundinfo. BusinessDesk can help you get your data loaded
and updated. Email [email protected]
for help.
Your company has a subscription
Team
To join your company account for BusinessDesk and enjoy full access,
enter your email and we’ll send you details
