Breaking News
Get 60% Off 0
🤑 It doesn’t get more affordable. Grab this 60% OFF Black Friday offer before it disappears…
CLAIM SALE
Close

Mfs Investment Funds - Global Concentrated Equity Fund Class Sterling (0P0000KP6A)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
687.180 +1.550    +0.23%
25/11 - Closed. Currency in GBP
Type:  Fund
Market:  Luxembourg
ISIN:  LU0366720992 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 130.99M
MFS Investment Funds - Global Concentrated Equity 687.180 +1.550 +0.23%

0P0000KP6A Holdings

 
Comprehensive information about top holdings and Key Holding Information for the MFS Investment Funds - Global Concentrated Equity (0P0000KP6A) fund. Our MFS Investment Funds - Global Concentrated Equity portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 1.330 1.330 0.000
Shares 98.670 98.670 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 19.380 17.939
Price to Book 4.060 2.970
Price to Sales 3.511 2.162
Price to Cash Flow 15.188 12.180
Dividend Yield 1.849 2.060
5 Years Earnings Growth 9.168 11.266

Sector Allocation

Name  Net % Category Average
Healthcare 19.760 13.839
Financial Services 18.480 15.824
Industrials 16.260 11.700
Technology 11.290 23.255
Consumer Defensive 11.150 7.847
Basic Materials 9.060 4.267
Consumer Cyclical 8.810 10.529
Communication Services 5.200 7.532

Region Allocation

  • North America
  • Europe Developed
  • Developed Markets

Top Holdings

Number of long holdings: 29

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Visa A US92826C8394 5.53 311.82 -0.44%
  Schneider Electric FR0000121972 5.10 239.05 -0.54%
  Willis Towers Watson IE00BDB6Q211 4.86 316.65 +0.64%
  Thermo Fisher Scientific US8835561023 4.78 512.98 -0.24%
  Richemont CH0210483332 4.61 122.35 +0.99%
  Medtronic IE00BTN1Y115 4.57 85.68 -0.08%
  Diageo GB0002374006 4.40 2,364.5 -1.58%
  Charles Schwab US8085131055 4.24 82.25 +0.59%
  Oracle US68389X1054 4.16 190.37 +1.27%
  Microsoft US5949181045 4.09 427.99 +2.20%

Top Equity Funds by MFS Investment Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  MFS Investment Funds Global GBP 633.71M 4.63 3.11 10.66
  MFS Global Equity Fund TUKGBP 633.71M 6.75 3.20 10.36
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000KP6A Comments

Write your thoughts about Mfs Investment Funds - Global Concentrated Equity Fund Class Sterling
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email