ETL0041AU MFS Fully Hedged Global Equity Trust

ticker: ETL0041AU
release_schedule: NO COMMENTARY
fund_features:

The MFS Fully Hedged Global Equity Trust invests in companies with sustainable above-average growth and return prospects, which are not reflected in their valuation and will outperform over the long run. The Fund seeks to outperform the MSCI World Index (net dividends reinvested before fees) fully hedged in AUD over full market cycles while maintaining a consistent style discipline.

  • The manager believes the value of compounding high returns on capital and above-average growth rates over long time periods is often underestimated by the market.
  • Through fundamental analysis the Manager seek to identify enduring businesses, focusing on operational risks and the long-term potential for change.
  • Consideration is given to whether the valuation reflects the long-term growth and returns of the company, and to what extent it adequately incorporates risk.

manager_contact_details: Array
asset_class: Foreign Equity
asset_category: Currency Hedged
peer_benchmark: Foreign Equity - Currency Hedged Index
broad_market_index: Developed -World Index
structure: Managed Fund