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（至少70%）投資於發達市場和新興市場國家公司的股權證券。本基金可投資於基金認為平均盈利增長潛力較其他公司為高的公司（成長型公司），估值較認知價值為低的公司（價值型公司），或綜合投資於增長型和價值型公司。

基金經理人

• McAllister Ryan
• 資歷 9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 16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

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