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Cfs Fc W Pen-mfs Global Equity (LP65001561)

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3.596 -0.010    -0.35%
13/11 - Closed. Currency in AUD
Type:  Fund
Market:  Australia
Issuer:  Commonwealth/Colonial Group
ISIN:  AU60FSF05527 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 11.42M
CFS FC W Pen-MFS W Global Equity 3.596 -0.010 -0.35%

Cfs Fc W Pen-mfs Global Equity Overview

 
On this page you'll find an in-depth profile of Cfs Fc W Pen-mfs Global Equity. Learn about the key management, total assets, investment strategy and contact information of LP65001561 among other information.
Category

Equity World Large Blend

Total Assets

11.42M

Expenses

Inception Date

Jul 12, 2004

Investment Strategy

MFS’ philosophy is based on the belief that companies with sustainable above-average growth and returns, and whose prospects are not reflected in their valuation, will outperform in the long run. The value of compounding high returns on capital and above-average growth rates over long time periods is often underestimated by the market. Through fundamental analysis, MFS seeks to identify enduring businesses, focusing on operational risks and the long-term potential for change.

Contact Information

Address South Buidling 11 Harbour St Sydney
Sydney,NSW 2001
Australia
Phone 13 13 36
Fax +61 02 9303 3200

Top Executives

Name Title Since Until
Ryan P. McAllister Portfolio Manager 2016 Now
Biography - 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
Roger M. Morley Investment Officer 2009 Now
Biography - 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
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