Perpetual WFS-MFS Global Equity

PER0534AU

Perpetual WFS-MFS Global Equity PER0534AU Strategy

In selecting investments, MFS is not constrained by any particular investment style. MFS may invest the assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies), companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

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Trick or treat? Index funds beat their benchmarks more often than active funds over the past decade

A new set of data points brings out the shades of gray in the active/passive debate.
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Private credit’s soaring popularity presents new, unfamiliar risks

Metrics Credit Partners’ recent redemption suspensions and the collapse of property developer Bathla have raised questions about private credit.
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It’s time for LICs to die

If investors can access similar exposures more cheaply and efficiently elsewhere, what exactly is keeping LICs alive?

Morningstar Investment Ideas

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