MFS bietet kundenorientierte Anlagestrategien für alle wichtigen Anlageklassen an. Wir prüfen Anlagemöglichkeiten auf der gesamten Welt, indem wir Fundamentalanalysen für Aktien sowie quantitative und auf Anleihen ausgerichtete Ansätze in unsere Analysen einfließen lassen.
Mittels integriertem und auf Zusammenarbeit beruhendem globalen Research wählen wir bewusst Renditeströme und Risiken aus. So entwickeln wir Anleihestrategien mit höherem langfristigen Wertpotenzial.
| STRATEGIE | BENCHMARK | FACTSHEET(S) |
| Sovereign | Citigroup World Government Bond | USD |
| Government | Bloomberg US Government Mortgage Bond | USD |
| US Inflation Adjusted FI | Bloomberg US Treasury Inflation Protected Securities | USD |
| Municipal High Yield | Bloomberg Municipal HY Bond | USD |
| Municipal Plus | Bloomberg Municipal Bond | USD |
| Municipal Short-Intermediate | Bloomberg Municipal Bond | USD |
| Taxable Municipal | Bloomberg Taxable Municipal | USD EUR |
| STRATEGIE | BENCHMARK | FACTSHEET(S) |
| Emerging Markets Debt | JP Morgan EMBI Global | USD GBP |
| Emerging Markets Debt Diversified | JP Morgan GBI EM Global Diversified | USD |
| Emerging Markets Local Currency Debt | JP Morgan GBI EM Global Diversified | USD |
| STRATEGIE | BENCHMARK | FACTSHEET(S) |
| Investment Grade Credit | Bloomberg Global Aggregate Credit | USD |
| Credit | Bloomberg Global Aggregate Credit | USD |
| High yield | BoA Merrill Lynch Global High Yield Constrained (US Hedged) | USD |
| Inflation Adjusted | Bloomberg World Government Inflation | USD |
| STRATEGIE | BENCHMARK | FACTSHEET(S) |
| Investment Grade Credit | Bloomberg US Credit Bond | USD |
| Long Duration Credit | Bloomberg US Credit Bond | USD |
| Credit | Bloomberg US Credit Bond | USD |
| Core High Yield | Bloomberg US High Yield Corporate Bond 2% Capped Index | USD |
| STRATEGIE | BENCHMARK | FACTSHEET(S) |
| Aggregate Core | Bloomberg Global Aggregate | USD |
| Aggregate Core Plus | Bloomberg Global Aggregate (Unhedged) | USD |
| Aggregate Opportunistic | Bloomberg Global Aggregate (Hedged) | USD AUD |
| STRATEGIE | BENCHMARK | FACTSHEET(S) |
| Limited Maturity | Bloomberg 1/3 Year US Government/Credit Bond Index | USD EUR |
| Core | Bloomberg US Aggregate | USD |
| Core Plus | Bloomberg US Aggregate | USD |
| Opportunistic | Bloomberg US Aggregate | USD |
Was zeichnet die Anleihestrategien von MFS für institutionelle Anleger aus? Erfahren Sie mehr.
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) | MUTUAL FUND FACT SHEET | MUTUAL FUND PORTFOLIO REVIEW PACKAGE (R6 SHARES) |
|---|---|---|---|---|
| Aggregate Core | Bloomberg Global Aggregate | USD | Core Bond Fund | - |
| Aggregate Core Plus | Bloomberg Global Aggregate (Unhedged) | USD | Total Return Bond Fund | - |
| Aggregate Opportunistic | Bloomberg Global Aggregate (Hedged) | USD GBP | - | - |
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) | MUTUAL FUND FACT SHEET | MUTUAL FUND PORTFOLIO REVIEW PACKAGE (R6 SHARES) |
|---|---|---|---|---|
| Core | Bloomberg US Aggregate | USD | - | - |
| Core Plus | Bloomberg US Aggregate | USD | - | - |
| Limited Maturity | Bloomberg 1-3 Year US Government/Credit Bond Index | USD | - | - |
| Opportunistic | Bloomberg US Aggregate | USD | - | - |
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) | MUTUAL FUND FACT SHEET | MUTUAL FUND PORTFOLIO REVIEW PACKAGE (R6 SHARES) |
|---|---|---|---|---|
| Credit |
Bloomberg Global Aggregate Credit |
USD GBP | - | - |
| High Yield |
BoA Merrill Lynch Global High Yield Constrained (US Hedged) |
USD | Global High Yield | - |
| Inflation Adjusted |
Bloomberg World Government Inflation |
USD | - | - |
| Investment Grade Credit |
Bloomberg Global Aggregate Credit |
USD | - | - |
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) | MUTUAL FUND FACT SHEET | MUTUAL FUND PORTFOLIO REVIEW PACKAGE (R6 SHARES) |
|---|---|---|---|---|
| Core High Yield |
Bloomberg US High Yield Corporate Bond 2% Capped Index |
USD | High Income Fund | - |
| Corporate BB |
BoA Merrill Lynch US High Yield BB Rated Constrained |
USD | - | - |
| Credit |
Bloomberg US Credit Bond |
USD | Corporate Bond Fund | - |
| Investment Grade Credit |
Bloomberg US Credit Bond |
USD | - | - |
| Long Duration Credit |
Bloomberg US Credit Bond | USD | - | - |
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) | MUTUAL FUND FACT SHEET | MUTUAL FUND PORTFOLIO REVIEW PACKAGE (R6 SHARES) |
|---|---|---|---|---|
| Emerging Markets Debt Diversified |
JP Morgan GBI EM Global Diversified |
USD | Emerging Markets Debt Fund | - |
| Emerging Markets Local Currency Debt |
JP Morgan GBI EM Global Diversified |
USD | Emerging Markets Debt Local Currency | - |
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) | MUTUAL FUND FACT SHEET | MUTUAL FUND PORTFOLIO REVIEW PACKAGE (R6 SHARES) |
|---|---|---|---|---|
| Government | Bloomberg US Government Mortgage Bond | USD |
Government Securities | - |
| Municipal High Yield | Bloomberg Municipal HY Bond | USD |
Municipal High Income | - |
| Municipal Plus | Bloomberg Municipal Bond | USD |
Municipal Income | - |
| Municipal Short-Intermediate | Bloomberg Municipal Bond | USD |
Municipal Limited Maturity | - |
| Sovereign | Citigroup World Government Bond | USD |
- | - |
| Taxable Municipal | Bloomberg Taxable Municipal | USD EUR |
- | - |
| US Inflation Adjusted FI | Bloomberg US Treasury Inflation Protected Securities | USD |
Inflation-Adjusted Bond | - |