Clarification of the investment objective and policy - MFS Meridian Global Total Return Fund

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Clarification of the investment objective and policy - MFS Meridian Global Total Return Fund

With effect from 1 August 2018, MFS Meridian are clarifying the investment objective and policy of their Global Total Return fund.

Funds affected (the "funds")

LU0219418836 - MFS Meridian Global Total Return A1 Acc EUR

LU0219431771 - MFS Meridian Global Total Return A1 Acc GBP

LU0219441499 - MFS Meridian Global Total Return A1 Acc USD

 

Summary of change 

MFS Meridian Investment Funds ("MFS") have advised that they are clarifying the investment objective and policy of the funds with effect from 1 August 2018 to state that the funds' minimum allocation to equity securities will be 50% (previously 30%), and accordingly, their maximum allocation to debt instruments will be 50% (previously 70%). 

 

MFS have confirmed that the changes are for clarification only and do not represent an actual change in the management of the relevant fund. 

 

A copy of the shareholder notification can be viewed opposite. 

 

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For more information about MFS Meridian visit www.mfs.com

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