Generation MFS ConcntrGlbEqTr
ALL0146AU
Generation MFS ConcntrGlbEqTr ALL0146AU Strategy
In selecting investments for the Trust, MFS is not constrained by any particular investment style. MFS may invest the Trust’s assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies), in the stocks of companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies. MFS uses an active bottom-up investment approach to buying and selling investments for the Trust.
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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,030.90 | 39.90 | -0.44% |
| CAC 40 | 7,854.61 | 67.63 | 0.87% |
| DAX 40 | 23,674.53 | 315.35 | 1.35% |
| Dow JONES (US) | 46,163.85 | 145.53 | 0.32% |
| FTSE 100 | 9,228.11 | 19.74 | 0.21% |
| HKSE | 26,544.85 | 363.54 | -1.35% |
| NASDAQ | 22,484.77 | 223.45 | 1.00% |
| Nikkei 225 | 45,303.43 | 513.05 | 1.15% |
| NZX 50 Index | 13,120.03 | 108.35 | -0.82% |
| S&P 500 | 6,635.93 | 35.58 | 0.54% |
| S&P/ASX 200 | 8,745.20 | 47.70 | -0.54% |
| SSE Composite Index | 3,831.66 | 44.68 | -1.15% |