基本資料

投資策略

基金的投資目標為以歐元計值的資本增值。基金主要（至少70%）投資於歐洲小型公司的股權證券。投資經理對小市值發行人的釋義通常為市值與摩根士丹利資本國際歐洲中小市值指數於購股前13個月時期收錄之發行人相類似的發行人。歐洲的某些國家，主要是東歐國家，目前被視為新興市場經濟。

基金經理人

• Mehta Sandeep
• 資歷 9年(2016-04-01 至今)

• Sandeep Mehta 
  - Investment Officer
  - Equity Portfolio Manager
  - As an Equity Portfolio Manager responsible for final buy and sell decisions, portfolio construction, risk and cash management. Participates in the research process and strategy discussions.
  - Joined MFS in 2008; previous positions include Research Analyst.
  - Previous experience includes 1 year as Equity Analyst at Henderson Global Investors; 2 years as Software Engineer at Etouch Systems; 3 years as Software Engineer at VeriSign Corp; 2 years as Associate Consultant at CITIL.
  - London Business School, Master of Business Administration 
  - Institute of Technology BHU (India), Bachelor of Science

• Fruzzetti Peter
• 資歷 23年(2001-11-05 至今)

• Peter Fruzzetti is an investment officer of MFS Investment Management® (MFS®) and a portfolio manager of the firm's international small-cap portfolios.
  Peter joined MFS in 2000 as an equity research analyst. He was named portfolio manager in 2004. Prior to joining MFS he was an equity analyst with Fidelity Investments from 1993 to 1999.
  He is a graduate of Boston College.

基金費用

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