release_schedule: NO COMMENTARY
fund_features:
The MFS Global Equity Trust aims to invest in companies with sustainable above-average growth and return prospects, which are not reflected in their valuation believing they will outperform over the long run and that the value of compounding high returns on capital and above-average growth rates over long time periods is often underestimated by the market.
- They seek to identify enduring businesses through fundamental analysis focusing on operational risks and the long-term potential for change
- The Fund considers whether the valuation reflects the long-term growth and returns of the company, and to what extent it adequately incorporates risk
- The Fund seeks to outperform the MSCI World Index (net dividends reinvested before fees) over full market cycles while maintaining a consistent style discipline.
- Currency hedging is rare and usually only undertaken for defensive purposes and as a part of the security selection process.
- Therefore, the Trust does not systematically employ currency management techniques and is thus considered to be “unhedged”.
manager_contact_details: Array
asset_class: Foreign Equity
asset_category: Large Growth
peer_benchmark: Foreign Equity - Large Growth Index
broad_market_index: Developed -World Index
structure: Managed Fund