MFS Blended Research Global Equity Tr
ETL0402AU
MFS Blended Research Global Equity Tr ETL0402AU Strategy
MFS uses an active bottom-up approach to buying and selling investments for the Trust. Investments are selected primarily based on blending fundamental and quantitative research. MFS uses fundamental analysis of individual issuers to determine a fundamental rating for an issuer. MFS uses quantitative analysis to determine a quantitative rating for an issuer. MFS combines the fundamental rating with the quantitative rating to create a blended score for an issuer.
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
funds
Listed Investment Companies monthly performance: July 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds
Listed Investment Companies monthly performance: June 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
---|---|---|---|
All Ordinaries | 9,091.80 | 30.70 | -0.34% |
CAC 40 | 7,818.22 | 78.71 | -1.00% |
DAX 40 | 23,329.24 | 419.62 | -1.77% |
Dow JONES (US) | 45,757.90 | 125.55 | -0.27% |
FTSE 100 | 9,195.66 | 81.37 | -0.88% |
HKSE | 26,812.19 | 373.68 | 1.41% |
NASDAQ | 22,333.96 | 14.79 | -0.07% |
Nikkei 225 | 44,915.67 | 13.40 | 0.03% |
NZX 50 Index | 13,193.02 | 41.87 | -0.32% |
S&P 500 | 6,606.76 | 8.52 | -0.13% |
S&P/ASX 200 | 8,816.60 | 31.90 | -0.36% |
SSE Composite Index | 3,877.55 | 15.68 | 0.41% |