release_schedule: NO COMMENTARY
fund_features:
The MFS Emerging Markets Equity Trust invests primarily in companies in, or significantly exposed, to Emerging Markets economies. MFS uses an active bottom-up investment approach to buying and selling investments for the Trust. Investments are selected primarily based on fundamental analysis of individual issuers and their potential in light of their financial condition, and market, economic, political, and regulatory conditions.
- Factors considered may include analysis of an issuer’s earnings, cash flows, competitive position, and management ability.
- Quantitative screening tools that systematically evaluate an issuer’s valuation, price and earnings momentum, earnings quality, and other factors, may also be considered.
- The Trust may invest in companies of any size.
- The Trust may utilise derivatives as a routine means to accomplish exposures to various equities or markets.
- The benchmark is MSCI Emerging Markets Index (with net dividends reinvested before fees) measured in AUD .
manager_contact_details: Array
asset_class: Foreign Equity
asset_category: Emerging Markets
peer_benchmark: Foreign Equity - Emerging Markets Index
broad_market_index: World Emerging Markets Index
structure: Managed Fund