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.
Indem wir ein breites Spektrum von Anlagen sondieren und diese Anlagen über längere Zeiträume hinweg halten, bieten wir Aktienstrategien an, die eine geringere Volatilität und höhere Wertzuwächse durch Märkte im Wandel anstreben.
| STRATEGY | BENCHMARK | FACT SHEET(S) |
| Contrarian Value | MSCI World Value |
USD |
| Global | MSCI World | USD EUR GBP |
| Global Concentrated | MSCI World | USD GBP |
| Global Growth | MSCI All Country World | USD |
| Global Growth Concentrated |
MSCI All Country World Growth |
USD |
| Global Intrinsic Value | MSCI World |
USD |
| Global Research | MSCI All Country World | USD |
| Global Research Focused | MSCI All Country World |
USD |
| Global Small-Mid Cap | MSCI All Country World |
USD |
| Global Value | MSCI World Value; MSCI World | USD |
| Transformative Capital | MSCI World | USD |
| STRATEGY | BENCHMARK | FACT SHEET(S) |
| Asia Concentrated | MSCI All Country Asia (ex-Japan) | USD |
| Asia ex Japan | MSCI All Country Asia (ex-Japan) | USD |
| Asia Pacific ex Japan | MSCI All Country Asia Pacific (ex-Japan) | USD |
| Japan | TOPIX 1st MSCI Japan | USD |
| Japan Concentrated | TOPIX 1st MSCI Japan | USD |
| STRATEGY | BENCHMARK | FACT SHEET(S) |
| Emerging Markets | MSCI Emerging Markets | USD |
| Emerging Markets Research | MSCI Emerging Markets | USD |
| STRATEGY | BENCHMARK | FACT SHEET(S) |
| European ex UK | MSCI Europe (ex-UK) | USD |
| European Research | MSCI Europe | USD EUR |
| European Smaller Companies | MSCI Europe Small Mid Cap | EUR |
| European Value | MSCI Europe | USD EUR |
| UK | FTSE All Share Capped 5% | USD GBP |
| STRATEGY | BENCHMARK | FACT SHEET(S) |
| Core | S&P 500 | USD |
| Core Concentrated | S&P 500 | USD |
| Growth | Russell 1000 Growth | USD |
| Growth Concentrated | Russell 1000 Growth | USD |
| Industry Neutral Research | S&P 500 | USD |
| Large Cap Growth | Russell 1000 Growth | USD |
| Large Cap Growth Concentrated | Russell 1000 Growth | USD |
| Large Cap Value | Russell 1000 Value | USD GBP |
| Large Cap Value Concentrated | Russell 1000 Value | USD |
| Mid Cap Growth | Russell MidCap Growth | USD |
| Mid Cap Growth Focused |
Russell MidCap Growth |
USD |
| Mid Cap Value | Russell MidCap Value | USD |
| Research | S&P 500 | USD |
| Small Cap Growth | Russell 2000 Growth | USD |
| STRATEGY | BENCHMARK | FACT SHEET(S) |
| International | MSCI EAFE | USD |
| International Concentrated | MSCI EAFE | USD |
| International Intrinsic Value | MSCI EAFE Value | USD |
| International Growth | MSCI All Country World (ex US) Growth | USD |
| International Growth Concentrated | MSCI All Country World (ex US) Growth | USD |
| International Growth ex Emerging Markets | MSCI EAFE | USD |
| International Research | MSCI EAFE | USD |
| International Small-Mid Cap | MSCI All Country World (ex US) Small Mid Cap | USD |
| STRATEGIE | BENCHMARK | FACTSHEET(S) |
| Global | MSCI World | USD EUR GBP |
| Global Concentrated | MSCI World | USD GBP |
| Global Research | MSCI All Country World | USD |
| Global Research Focused | MSCI All Country World |
USD |
| Global Value | MSCI World Value; MSCI World | USD |
| Global Growth | MSCI All Country World | USD |
| Global Growth Concentrated |
MSCI All Country World Growth |
USD |
| Global Intrinsic Value | MSCI World |
USD |
| Global Small-Mid Cap | MSCI All Country World |
USD |
| Contrarian Value | MSCI World Value |
USD |
| Transformative Capital | MSCI World | USD |
| STRATEGIE | BENCHMARK | FACTSHEET(S) |
| Asia Pacific ex Japan | MSCI All Country Asia Pacific (ex-Japan) | USD |
| Asia ex Japan | MSCI All Country Asia (ex-Japan) | USD |
| Asia Concentrated | MSCI All Country Asia (ex-Japan) | USD |
| Japan | TOPIX 1st MSCI Japan | USD |
| Japan Concentrated | TOPIX 1st MSCI Japan | USD |
| STRATEGIE | BENCHMARK | FACTSHEET(S) |
| Emerging Markets | MSCI Emerging Markets | USD |
| Emerging Markets Research | MSCI Emerging Markets | USD |
| Latin America | MSCI EM Latin America 10-40 | USD |
| STRATEGIE | BENCHMARK | FACTSHEET(S) |
| European Research | MSCI Europe | USD EUR |
| European Value | MSCI Europe | USD EUR |
| UK | FTSE All Share Capped 5% | USD EUR GBP |
| European ex UK | MSCI Europe (ex-UK) | USD |
| European Smaller Companies | MSCI Europe Small Mid Cap | EUR |
| STRATEGIE | BENCHMARK | FACTSHEET(S) |
| Core | S&P 500 | USD |
| Core Concentrated | S&P 500 | USD |
| Research | S&P 500 | USD |
| Industry Neutral Research | S&P 500 | USD |
| Large Cap Value | Russell 1000 Value | USD GBP |
| Large Cap Value Concentrated | Russell 1000 Value | USD |
| Growth | Russell 1000 Growth | USD |
| Growth Concentrated | Russell 1000 Growth | USD |
| Large Cap Growth | Russell 1000 Growth | USD |
| Large Cap Growth Concentrated | Russell 1000 Growth | USD |
| Mid Cap Growth | Russell MidCap Growth | USD |
| Mid Cap Growth Focused |
Russell MidCap Growth |
USD |
| Mid Cap Value | Russell MidCap Value | USD |
| Small Cap Growth | Russell 2000 Growth | USD |
| STRATEGIE | BENCHMARK | FACTSHEET(S) |
| International | MSCI EAFE | USD |
| International Concentrated | MSCI EAFE | USD |
| International Research | MSCI EAFE | USD |
| International Intrinsic Value | MSCI EAFE Value | USD |
| International Growth | MSCI All Country World (ex US) Growth | USD |
| International Growth Concentrated | MSCI All Country World (ex US) Growth | USD |
| International Growth ex Emerging Markets | MSCI EAFE | USD |
| International Small-Mid Cap | MSCI All Country World (ex US) Small Mid Cap | USD |