MFS Global Equity Trust II - I Unhedged

ETL9024AU

MFS Global Equity Trust II - I Unhedged ETL9024AU 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, 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).
funds

KiwiSaver Survey | June Quarter 2025

KiwiSaver rises to almost NZD 130 billion.
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

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All Ordinaries9,120.9034.100.38%
CAC 407,914.4989.251.14%
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HKSE26,446.5658.400.22%
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Nikkei 22544,768.12395.620.89%
NZX 50 Index13,208.3119.59-0.15%
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S&P/ASX 2008,853.0031.600.36%
SSE Composite Index3,860.5010.09-0.26%

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