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MFS Meridian Funds-US Total Return Bond A1 USD

Ranked 204 out of 359 in - US Dollar over 12 months
All calculations are in USD unless stated

Objective

The Funds objective is total return, measured in US dollars. The Fund invests primarily (at least 70%) in investment grade US debt instruments, including US government, mortgage-backed, and corporate debt instruments. The Fund may also invest in debt instruments of non-US issuers located in developed and emerging market countries and below investment grade debt instruments. The Fund may use derivatives for hedging and/or investment purposes, including to increase or decrease exposure to a particular market, segment of the market, or security, to manage interest rate or currency exposure or other characteristics of the Fund, or as alternatives to direct investments.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Dollar over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.8% 1.6% 0.9%
2016 3.0% 2.9% 2.2% 0.7% -2.8%
2015 -1.1% 1.5% -1.8% 0.0% -0.8%
2014 5.3% 2.2% 2.1% -0.3% 1.3%
2013 -1.7% -0.3% -2.7% 0.6% 0.7%
2012 6.3% 1.3% 1.7% 2.5% 0.6%
2011 5.7% 0.9% 1.7% 1.4% 1.5%
2010 6.5% 2.1% 2.2% 3.1% -1.0%
2009 16.2% 0.9% 6.4% 7.0% 1.1%
2008 -6.0% 0.2% -0.3% -3.5% -2.5%
2007 3.2% 1.2% -0.8% 1.7% 1.1%
2006 3.1% -0.9% -0.5% 3.4% 1.1%
2005 0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Chile
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Hong Kong
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Singapore
  13. Spain
  14. Sweden
  15. Switzerland
  16. Taiwan
  17. United Kingdom

Fund Info

  • Launch date26/09/2005
  • Share Class size242Mn
  • Base currencyUSD
  • ISIN LU0219442976

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management0.60%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).