基本資料

投資策略

基金的投資目標為以美元計價的資本增長。基金主要（至少70%）投資於股權證券。基金重點投資於已發展市場國家的公司股權證券，但也可投資於新興市場國家的公司股權證券。

基金經理人

• Evans Philip
• 資歷 5年(2020-02-01 至今)

• Philip Evans 
  - Investment Officer
  - Equity Portfolio Manager
  - As an Equity Portfolio Manager, responsible for buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions., As an Equity Research Analyst, responsible for identifying the most attractive investment opportunities in assigned universe. Works closely with portfolio managers to ensure ideas are properly positioned within portfolios.
  - Joined MFS in 2011
  - Previous experience includes 3 years as Equity Analyst at Baillie Gifford & Co.
  - University of St. Andrews, Master of Arts, First Class

• Stone Benjamin
• 資歷 6年(2019-02-15 至今)

• Benjamin Stone is an Investment Officer and Portfolio Manager of MFS, responsible for buy and sell decisions, participation in the research process and strategy discussions, portfolio construction, risk control and cash management, and has been employed in the investment area of MFS since 2005.
  He was a Equity Research Analyst in Schroders Investment Management, having 9 years as Research Analyst at Schroders Investment Management. Affiliations include Institute of Investment Management and Research. He got B.A. from Durham University.

• de la Mata Pablo
• 資歷 6年(2019-02-15 至今)

• Pablo De la Mata is an investment officer of MFS Investment Management® (MFS®) and a non-U.S. equity research analyst responsible for identifying the most attractive investment opportunities in his assigned universe - health care, technology and the automotive sector within capital goods. Mr. De la Mata works closely with portfolio managers to ensure ideas are properly positioned within the portfolios. He is based in MFS’s London office but works primarily from his home in Portugal. Pablo joined MFS in 2008.

基金費用

聯絡資訊