基本資料

投資策略

基金的投資目標為以美元計值的資本增值。基金主要投資於全球發行人的股票證券投資組合。基金採用「以合理價格增長」策略揀選較大型資本，且MFS認為具良好增長前景的股票證券。基金透過自下而上的股票證券揀選尋求增值。

基金經理人

• McAllister Ryan
• 資歷 6年(2016-09-30 至今)

• - As an Equity Portfolio Manager, responsible for final buy and sell decisions, portfolio construction and risk and cash management. Participates in the research process and strategy discussions.
  - Joined MFS in 2007
  - Previous experience includes 3 years as Officer in the Distressed Work Out Group at LaSalle Bank; 2 years as Financial Analyst — Investment Banking at Deutsche Bank
  - Affiliations include CFA Institute, CFA Society of Boston
  - University of Chicago, MBA, with honors
  - University of Notre Dame, BBA, summa cum laude

• Morley Roger
• 資歷 13年(2009-10-01 至今)

• - Equity Portfolio Manager
  - As an Equity Portfolio Manager, responsible for final buy and sell decisions, portfolio construction and risk and cash management. Participates in the research process and strategy discussions.
  - Joined MFS in 2002; previous positions include Global Equity Research Analyst
  - Previous experience includes 3 years as Associate — Healthcare Group at Deutsche Bank AG — Global Investment Banking; 2 years as Financial Analyst — Technology and Media Group at Alex, Brown & Sons
  - INSEAD, MBA, with distinction
  - University of Cambridge, MA

基金費用

聯絡資訊