Global Opportunistic Fixed Income Trust
Global Opportunistic Fixed Income Trust
Research House Ratings
Investment Objective
The Trust aims to achieve a total return in excess of the Benchmark, before fees, taxes and expenses, over a full market cycle, by primarily investing in global Debt Instruments.
Investment Focus
A flexible and adaptable approach to risk allocation seeks to generate attractive long-term risk-adjusted returns
An integrated research approach that strives to identify inefficiencies in global fixed income markets
Experienced portfolio management team benefits from collaborative global fixed income platform
Trust Facts
- Inception Date 19-Nov-2019
- ARSN 635 808 614
- Net Assets (AUD M) As of 31-Jan-26 AUD302.12
- Benchmark Bloomberg Global Aggregate Index (AUD Hedged)
Share Class Information
- Class Inception 19-Nov-2019
- Exit Price As of 12-Feb-26 AUD0.9820
- Most Recent Exit Price Change As of 12-Feb-26 AUD0.0022 | 0.22%
- APIR ETL6870AU
- Management Fee 0.59%
- Fund Number --
- CUSIP --
- Benchmark Bloomberg Global Aggregate Index (AUD Hedged)
Managers
Top 10 Holdings
As of 31-Jan-26
- UST Bond 2Yr Future MAR 20 26
- USD ZC CPI OCT 14 25 R .000 OCT 14 28
- UST Bond 5Yr Future MAR 31 26
- UST Bond 10Yr Future MAR 20 26
- CNY NDIRS NOV 18 24 R 1.6445 NOV 18 29
- Euro Schatz 2Yr Future MAR 06 26
- ITRAXX EUR XOVER S44 PAYER 325.00 APR 15 26*
- Euro Bund 10Yr Future MAR 06 26*
- UST 10Yr Ultra Bond Future JPY/EUR FWD 20251229 CMSD-TYO*
- Aud Bond 3Yr Future MAR 16 26*
Important Risk Considerations
All investments carry risks. Different investment strategies may carry different levels of risk, depending on the assets acquired under the strategy.
Please see the Product Disclosure Statement and Reference Guide for detailed risk considerations.
Pilar Gomez-Bravo, CFA
Lead Portfolio Manager
Pilar Gomez-Bravo, CFA, is co-chief investment officer of Fixed Income at MFS Investment Management® (MFS®). As co-CIO, she has joint oversight of MFS' global fixed income team and works collaboratively with MFS' investment leadership team to ensure its fixed income investors have the tools and skill sets necessary to serve the firm's clients globally. She is also a fixed income portfolio manager with oversight of the firm's Global Aggregate and Global Credit portfolio management teams. She is based in MFS' London office. Pilar joined MFS in 2013 as a portfolio manager from Imperial Capital, where she served as a managing director. She was named director of Fixed Income -- Europe in 2017 before being named co-CIO in 2023. She previously served as a portfolio manager and head of research at Negentropy Capital, within Matrix Asset Management, and cofounded Marengo Asset Management. From 2006 through 2010, she served as a senior portfolio manager and head of credit, Europe, for Neuberger Berman. She began her career in financial services at Lehman Brothers in 1997 and spent nine years with the firm, including serving as head of investment grade credit research for Europe. Pilar earned the equivalent of an LL.B degree in Law and a Bachelor of Science degree in Economics and Business Science from Universidad Pontificia Comillas (ICADE E-3, Spain). She also earned a Master of Business Administration degree from the Massachusetts Institute of Technology's Sloan School of Management. She has held the Chartered Financial Analyst designation since 2000.
Robert Spector, CFA
Lead Portfolio Manager
Robert Spector, CFA, is an investment officer and fixed income portfolio manager for the Global Aggregate Core, Core Plus, Opportunistic, Canadian Core Plus and Canadian Long Plus fixed income strategies at MFS Investment Management® (MFS®). In this role, he is responsible for fina buy and sell decisions, portfolio construction, risk assessment and cash management. He also participates in the research process and strategy discussions. He serves on MFS' Fixed Income Strategy, Fixed Income Risk and Opportunities, and Global Rates and Currency committees. Robert joined the firm in 2005 as a portfolio manager focused on Canadian fixed income strategies and took on additional portfolio management responsibilities in 2017. His previous positions include head of Canadian economics and strategy and also senior economist and strategist at Merrill Lynch; financial economist at BMO Nesbit Burns; and associate editor and research analyst at BCA Research Group. He began his career in the financial services industry in 1993. Robert earned a Bachelor of Arts degree in economics with great distinction as a University Scholar from McGill University and a Master of Arts degree in economics from the University of Western Ontario. He holds the Chartered Financial Analyst (CFA) designation.
Neeraj Arora, CFA
Portfolio Manager
Neeraj Arora, CFA, is an investment officer and fixed income portfolio manager for MFS Investment Management® (MFS®). He is co-manager of the firm's emerging markets debt strategies, which include both US dollar--denominated and local currency strategies, as well as dedicated emerging market debt portfolios within several multi-asset fixed income strategies at the firm. Before joining MFS in 2011, Neeraj worked as an economist and sovereign research analyst for six years on the emerging market fixed income team at J.P. Morgan. Neeraj earned a bachelor's degree from Marquette University and a master's degree in economics from Georgetown University. He holds the Chartered Financial Analyst (CFA) designation.
Ward Brown, CFA, Ph.D.
Portfolio Manager
Ward Brown, CFA, Ph.D., is an investment officer and fixed-income portfolio manager at MFS Investment Management® (MFS®). He is a member of the Emerging Markets Debt team, and his management duties include MFS' emerging market debt strategies and institutional accounts in addition to conducting macroeconomic research and individual credit analysis.
Ward joined MFS in 2005 as a fixed-income research analyst and was named portfolio manager in 2008. Prior to joining MFS, he served as an economist for the International Monetary Fund for eight years. Ward spent four years as a research and teaching assistant for the Financial Markets Group at the London School of Economics and Political Science and later served as a lecturer at the school in the Economics Department.
Ward earned his bachelor's degree from McGill University and holds master's and doctoral degrees in economics from the London School of Economics and Political Science.
Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration and active risk management.
Philipp Burgener, CFA
Portfolio Manager
Philipp S. Burgener, CFA, is an investment officer and fixed income portfolio manager at MFS Investment Management® (MFS®). He is part of the portfolio management teams for the limited maturity strategy as well as the US and global opportunistic fixed income strategies and serves as the leader of MFS' structured product team. Philipp assumed his portfolio manager role in 2017. He first joined the structured product team in 2003 as a research associate and became a research analyst in 2005. Prior to that, he served as a quantitative research associate. He joined MFS in 2000 in a sales role. Philipp earned a Bachelor of Arts degree from Colgate University and a Master of Science degree from Boston University. He holds the Chartered Financial Analyst (CFA) designation and is a member of CFA Society Boston.
David Cole, CFA
Portfolio Manager
David P. Cole, CFA, is an investment officer of MFS Investment Management® (MFS®). He is also a co-portfolio manager of the firm's high-yield portfolios.
David joined MFS in 2004 after working for five years as a high-yield analyst for Franklin Templeton Investments. Before that, he served as a financial economist/Treasury market analyst for Thomson Financial Services and an economist for Standard and Poor's.
David has a bachelor's degree from Cornell University and an MBA from University of California, Berkeley. He holds the Chartered Financial Analyst (CFA) designation.
Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration, and active risk management.
Andy Li, CFA
Portfolio Manager
Andy Li, CFA, is a fixed income portfolio manager at MFS Investment Management (MFS). In this role, he is responsible for final buy and sell decisions, portfolio construction, risk assessment and cash management. He also participates in the research process and strategy discussions. He is based in London.
Prior to joining MFS in 2018, Andy worked for four years as a portfolio manager at Man GLG. He previously served as a portfolio manager for ECM Asset Management for seven years and a management consultant at Accenture for two years. He began his career in financial services in 2005.
Andy earned a Bachelor of Engineering degree in computer science with honors from Imperial College, London. He holds the Chartered Financial Analyst designation.
Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration and active risk management.
Jay Mitchell, CFA
Portfolio Manager
Jay Mitchell, CFA, is an investment officer and fixed income portfolio manager at MFS Investment Management® (MFS®). In this role, he collaborates with the full MFS global investment organization to develop and implement portfolio strategies that seek to achieve long-term performance objectives. His responsibilities encompass all aspects of portfolio construction, including risk budgeting, asset allocation, security selection and risk management. Jay joined MFS in 2000, and most recently was named a portfolio manager for MFS' US Credit, Global Credit and Global Multi-Sector Fixed Income strategies in 2023. He has been a co-portfolio manager on our EM Corporate Debt strategy since 2020. From 2017-2023 Jay was the director of emerging market corporate research. Jay joined MFS in the retirement services division in 2000 before joining the investment department in 2003 as a fixed income trading associate. He became a corporate bond research associate in 2004 and was promoted to research analyst in 2007. Jay earned a bachelor's degree in finance and a Master of Business Administration degree from Boston College. He holds the Chartered Financial Analyst designation from the CFA Institute and is a member of the CFA Society Boston.
Michael Skatrud, CFA
Portfolio Manager
Michael Skatrud, CFA, is an investment officer and fixed income portfolio manager at MFS Investment Management® (MFS®). In this role, he is responsible for final buy and sell decisions, portfolio construction, risk assessment and cash management. He also participates in the research process and strategy discussions. Michael joined MFS in 2013 as a fixed income analyst and was named a portfolio manager in 2018. He previously worked for Columbia Management, where he was as a high yield analyst for four years. Before that, he was a senior credit analyst at Oppenheimer Funds, Inc. for two years and spent seven years as a corporate bond analyst at Putnam Investments. He began his career in the financial services industry in 1996. Michael earned a Bachelor of Science degree in economics with distinction from the University of Wisconsin and a Master of Business Administration degree in finance from the University of Pennsylvania's Wharton School of Business. He is a CFA charterholder and a member of the CFA Society Boston.
Erik Weisman, Ph.D.
Portfolio Manager
Erik S. Weisman, Ph.D., is an investment officer, chief economist and fixed income portfolio manager at MFS Investment Management® (MFS®). As chief economist, he provides a broad-based view of major economic trends impacting financial markets and economic policy, serving as a thought leader for MFS clients and the firm's investment team as well as in the media. He manages the firm's US and global inflation-adjusted, global total return and global government strategies and chairs both the Fixed Income Strategy Group and the Global Rates and Currency Group. He is also a member of the Risk Opportunities Group and the Macro-Micro Group. Erik joined the firm in 2002 as a global sovereign fixed income research analyst. He assumed portfolio management responsibilities in 2003 and was named chief economist in 2015. Previously, he served for two years as assistant to the US executive director of the International Monetary Fund and for two years as an international economist in the Office of Central and Eastern Europe of the US Department of the Treasury. Erik earned a Bachelor of Arts degree in economics from the University of Michigan and a Ph.D. in economics from Duke University.
Owen David Murfin, CFA
Institutional Portfolio Manager
Owen Murfin, CFA, is an investment officer and institutional fixed income portfolio manager at MFS Investment Management® (MFS®). He is a member of the MFS Global Fixed Income portfolio management team. In this capacity, he participates in portfolio strategy discussions, customizes portfolios to client objectives and guidelines and communicates portfolio investment strategy and positioning. He is based in London.
Prior to joining MFS in 2017, Owen served as managing director and global fixed income portfolio manager at BlackRock for 15 years. Before that, he worked as an associate and global fixed income portfolio manager at Goldman Sachs Asset Management for five years.
Owen earned Bachelor of Science degree with first class honors from University College London. He holds the Chartered Financial Analyst designation.
Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration and active risk management.
Performance
Total Return (%)
As of 31-Dec-25
(*YTD Updated Monthly, As of 31-Jan-26 , subject to revision and not annualized.)
Important Performance Information
Past performance is not a reliable indicator for future results. All financial investments involve an element of risk. The value of investments may rise and fall so you may get back less than originally invested.
Investors should consider the risks, including lower returns, related to currency movements between their investing currency and the portfolio's base currency, if different.
Past performance is not a reliable indicator of future performance. Net-of-fees performance is based on end-of-month redemption prices after the deduction of fees and expenses and the reinvestment of all distributions. Gross-of-fees performance is the net return with fees and expenses added back. Figures include changes in principal value. Investment return and principal value will vary, and an account may be worth more or less at termination than at inception.
Source: Benchmark performance from SPAR, FactSet Research Systems Inc.
Annual Performance (%)
As of 31-Dec-25
|Benchmark: Bloomberg Global Aggregate Index (AUD Hedged)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|
| Gross of Fees | 6.96 | -1.14 | -11.09 | 7.50 | 2.41 | 6.09 |
| Net of Fees | 6.33 | -1.72 | -11.61 | 6.87 | 1.81 | 5.47 |
| Bloomberg Global Aggregate Index (AUD Hedged) | 5.09 | -1.53 | -12.28 | 5.31 | 2.23 | 4.42 |
| at NAV | Bloomberg Global Aggregate Index (AUD Hedged) | |
|---|---|---|
| 2025 | 6.09 | 4.42 |
| 2024 | 2.41 | 2.23 |
| 2023 | 7.5 | 5.31 |
| 2022 | -11.09 | -12.28 |
| 2021 | -1.14 | -1.53 |
| 2020 | 6.96 | 5.09 |
Pricing History
- Exit Price at Close of Trading on: 12-Feb-26
- Exit Price: AUD 0.9820
- Change (AUD) (since 11-Feb-26): 0.0022
- Change (%) (since 11-Feb-26): 0.22
- Market Price (MP):
Historical Exit Price may not be available for all dates.
Historical MP may not be available for all dates.
-
Overview
Research House Ratings
Investment Objective
The Trust aims to achieve a total return in excess of the Benchmark, before fees, taxes and expenses, over a full market cycle, by primarily investing in global Debt Instruments.
Investment Focus
A flexible and adaptable approach to risk allocation seeks to generate attractive long-term risk-adjusted returns
An integrated research approach that strives to identify inefficiencies in global fixed income markets
Experienced portfolio management team benefits from collaborative global fixed income platform
Trust Facts
- Inception Date 19-Nov-2019
- ARSN 635 808 614
- Net Assets (AUD M) As of 31-Jan-26 AUD302.12
- Benchmark Bloomberg Global Aggregate Index (AUD Hedged)
Share Class Information
- Class Inception 19-Nov-2019
- Exit Price As of 12-Feb-26 AUD0.9820
- Most Recent Exit Price Change As of 12-Feb-26 AUD0.0022 | 0.22%
- APIR ETL6870AU
- Management Fee 0.59%
- Fund Number --
- CUSIP --
- Benchmark Bloomberg Global Aggregate Index (AUD Hedged)
Managers
Top 10 Holdings
As of 31-Jan-26
- UST Bond 2Yr Future MAR 20 26
- USD ZC CPI OCT 14 25 R .000 OCT 14 28
- UST Bond 5Yr Future MAR 31 26
- UST Bond 10Yr Future MAR 20 26
- CNY NDIRS NOV 18 24 R 1.6445 NOV 18 29
- Euro Schatz 2Yr Future MAR 06 26
- ITRAXX EUR XOVER S44 PAYER 325.00 APR 15 26*
- Euro Bund 10Yr Future MAR 06 26*
- UST 10Yr Ultra Bond Future JPY/EUR FWD 20251229 CMSD-TYO*
- Aud Bond 3Yr Future MAR 16 26*
Important Risk Considerations
All investments carry risks. Different investment strategies may carry different levels of risk, depending on the assets acquired under the strategy.
Please see the Product Disclosure Statement and Reference Guide for detailed risk considerations.
Pilar Gomez-Bravo, CFA
Lead Portfolio Manager
VIEW FULL PROFILE29YEARS WITH INDUSTRY
6YEARS WITH PORTFOLIOPilar Gomez-Bravo, CFA, is co-chief investment officer of Fixed Income at MFS Investment Management® (MFS®). As co-CIO, she has joint oversight of MFS' global fixed income team and works collaboratively with MFS' investment leadership team to ensure its fixed income investors have the tools and skill sets necessary to serve the firm's clients globally. She is also a fixed income portfolio manager with oversight of the firm's Global Aggregate and Global Credit portfolio management teams. She is based in MFS' London office. Pilar joined MFS in 2013 as a portfolio manager from Imperial Capital, where she served as a managing director. She was named director of Fixed Income -- Europe in 2017 before being named co-CIO in 2023. She previously served as a portfolio manager and head of research at Negentropy Capital, within Matrix Asset Management, and cofounded Marengo Asset Management. From 2006 through 2010, she served as a senior portfolio manager and head of credit, Europe, for Neuberger Berman. She began her career in financial services at Lehman Brothers in 1997 and spent nine years with the firm, including serving as head of investment grade credit research for Europe. Pilar earned the equivalent of an LL.B degree in Law and a Bachelor of Science degree in Economics and Business Science from Universidad Pontificia Comillas (ICADE E-3, Spain). She also earned a Master of Business Administration degree from the Massachusetts Institute of Technology's Sloan School of Management. She has held the Chartered Financial Analyst designation since 2000.
Robert Spector, CFA
Lead Portfolio Manager
33YEARS WITH INDUSTRY
6YEARS WITH PORTFOLIORobert Spector, CFA, is an investment officer and fixed income portfolio manager for the Global Aggregate Core, Core Plus, Opportunistic, Canadian Core Plus and Canadian Long Plus fixed income strategies at MFS Investment Management® (MFS®). In this role, he is responsible for fina buy and sell decisions, portfolio construction, risk assessment and cash management. He also participates in the research process and strategy discussions. He serves on MFS' Fixed Income Strategy, Fixed Income Risk and Opportunities, and Global Rates and Currency committees. Robert joined the firm in 2005 as a portfolio manager focused on Canadian fixed income strategies and took on additional portfolio management responsibilities in 2017. His previous positions include head of Canadian economics and strategy and also senior economist and strategist at Merrill Lynch; financial economist at BMO Nesbit Burns; and associate editor and research analyst at BCA Research Group. He began his career in the financial services industry in 1993. Robert earned a Bachelor of Arts degree in economics with great distinction as a University Scholar from McGill University and a Master of Arts degree in economics from the University of Western Ontario. He holds the Chartered Financial Analyst (CFA) designation.
Neeraj Arora, CFA
Portfolio Manager
21YEARS WITH INDUSTRY
3YEARS WITH PORTFOLIONeeraj Arora, CFA, is an investment officer and fixed income portfolio manager for MFS Investment Management® (MFS®). He is co-manager of the firm's emerging markets debt strategies, which include both US dollar--denominated and local currency strategies, as well as dedicated emerging market debt portfolios within several multi-asset fixed income strategies at the firm. Before joining MFS in 2011, Neeraj worked as an economist and sovereign research analyst for six years on the emerging market fixed income team at J.P. Morgan. Neeraj earned a bachelor's degree from Marquette University and a master's degree in economics from Georgetown University. He holds the Chartered Financial Analyst (CFA) designation.
Ward Brown, CFA, Ph.D.
Portfolio Manager
30YEARS WITH INDUSTRY
6YEARS WITH PORTFOLIOWard Brown, CFA, Ph.D., is an investment officer and fixed-income portfolio manager at MFS Investment Management® (MFS®). He is a member of the Emerging Markets Debt team, and his management duties include MFS' emerging market debt strategies and institutional accounts in addition to conducting macroeconomic research and individual credit analysis.
Ward joined MFS in 2005 as a fixed-income research analyst and was named portfolio manager in 2008. Prior to joining MFS, he served as an economist for the International Monetary Fund for eight years. Ward spent four years as a research and teaching assistant for the Financial Markets Group at the London School of Economics and Political Science and later served as a lecturer at the school in the Economics Department.
Ward earned his bachelor's degree from McGill University and holds master's and doctoral degrees in economics from the London School of Economics and Political Science.
Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration and active risk management.
Philipp Burgener, CFA
Portfolio Manager
26YEARS WITH INDUSTRY
6YEARS WITH PORTFOLIOPhilipp S. Burgener, CFA, is an investment officer and fixed income portfolio manager at MFS Investment Management® (MFS®). He is part of the portfolio management teams for the limited maturity strategy as well as the US and global opportunistic fixed income strategies and serves as the leader of MFS' structured product team. Philipp assumed his portfolio manager role in 2017. He first joined the structured product team in 2003 as a research associate and became a research analyst in 2005. Prior to that, he served as a quantitative research associate. He joined MFS in 2000 in a sales role. Philipp earned a Bachelor of Arts degree from Colgate University and a Master of Science degree from Boston University. He holds the Chartered Financial Analyst (CFA) designation and is a member of CFA Society Boston.
David Cole, CFA
Portfolio Manager
32YEARS WITH INDUSTRY
6YEARS WITH PORTFOLIODavid P. Cole, CFA, is an investment officer of MFS Investment Management® (MFS®). He is also a co-portfolio manager of the firm's high-yield portfolios.
David joined MFS in 2004 after working for five years as a high-yield analyst for Franklin Templeton Investments. Before that, he served as a financial economist/Treasury market analyst for Thomson Financial Services and an economist for Standard and Poor's.
David has a bachelor's degree from Cornell University and an MBA from University of California, Berkeley. He holds the Chartered Financial Analyst (CFA) designation.
Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration, and active risk management.
Andy Li, CFA
Portfolio Manager
20YEARS WITH INDUSTRY
6YEARS WITH PORTFOLIOAndy Li, CFA, is a fixed income portfolio manager at MFS Investment Management (MFS). In this role, he is responsible for final buy and sell decisions, portfolio construction, risk assessment and cash management. He also participates in the research process and strategy discussions. He is based in London.
Prior to joining MFS in 2018, Andy worked for four years as a portfolio manager at Man GLG. He previously served as a portfolio manager for ECM Asset Management for seven years and a management consultant at Accenture for two years. He began his career in financial services in 2005.
Andy earned a Bachelor of Engineering degree in computer science with honors from Imperial College, London. He holds the Chartered Financial Analyst designation.
Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration and active risk management.
Jay Mitchell, CFA
Portfolio Manager
26YEARS WITH INDUSTRY
3YEARS WITH PORTFOLIOJay Mitchell, CFA, is an investment officer and fixed income portfolio manager at MFS Investment Management® (MFS®). In this role, he collaborates with the full MFS global investment organization to develop and implement portfolio strategies that seek to achieve long-term performance objectives. His responsibilities encompass all aspects of portfolio construction, including risk budgeting, asset allocation, security selection and risk management. Jay joined MFS in 2000, and most recently was named a portfolio manager for MFS' US Credit, Global Credit and Global Multi-Sector Fixed Income strategies in 2023. He has been a co-portfolio manager on our EM Corporate Debt strategy since 2020. From 2017-2023 Jay was the director of emerging market corporate research. Jay joined MFS in the retirement services division in 2000 before joining the investment department in 2003 as a fixed income trading associate. He became a corporate bond research associate in 2004 and was promoted to research analyst in 2007. Jay earned a bachelor's degree in finance and a Master of Business Administration degree from Boston College. He holds the Chartered Financial Analyst designation from the CFA Institute and is a member of the CFA Society Boston.
Michael Skatrud, CFA
Portfolio Manager
30YEARS WITH INDUSTRY
6YEARS WITH PORTFOLIOMichael Skatrud, CFA, is an investment officer and fixed income portfolio manager at MFS Investment Management® (MFS®). In this role, he is responsible for final buy and sell decisions, portfolio construction, risk assessment and cash management. He also participates in the research process and strategy discussions. Michael joined MFS in 2013 as a fixed income analyst and was named a portfolio manager in 2018. He previously worked for Columbia Management, where he was as a high yield analyst for four years. Before that, he was a senior credit analyst at Oppenheimer Funds, Inc. for two years and spent seven years as a corporate bond analyst at Putnam Investments. He began his career in the financial services industry in 1996. Michael earned a Bachelor of Science degree in economics with distinction from the University of Wisconsin and a Master of Business Administration degree in finance from the University of Pennsylvania's Wharton School of Business. He is a CFA charterholder and a member of the CFA Society Boston.
Erik Weisman, Ph.D.
Portfolio Manager
28YEARS WITH INDUSTRY
6YEARS WITH PORTFOLIOErik S. Weisman, Ph.D., is an investment officer, chief economist and fixed income portfolio manager at MFS Investment Management® (MFS®). As chief economist, he provides a broad-based view of major economic trends impacting financial markets and economic policy, serving as a thought leader for MFS clients and the firm's investment team as well as in the media. He manages the firm's US and global inflation-adjusted, global total return and global government strategies and chairs both the Fixed Income Strategy Group and the Global Rates and Currency Group. He is also a member of the Risk Opportunities Group and the Macro-Micro Group. Erik joined the firm in 2002 as a global sovereign fixed income research analyst. He assumed portfolio management responsibilities in 2003 and was named chief economist in 2015. Previously, he served for two years as assistant to the US executive director of the International Monetary Fund and for two years as an international economist in the Office of Central and Eastern Europe of the US Department of the Treasury. Erik earned a Bachelor of Arts degree in economics from the University of Michigan and a Ph.D. in economics from Duke University.
Owen David Murfin, CFA
Institutional Portfolio Manager
29YEARS WITH INDUSTRY
6YEARS WITH PORTFOLIOOwen Murfin, CFA, is an investment officer and institutional fixed income portfolio manager at MFS Investment Management® (MFS®). He is a member of the MFS Global Fixed Income portfolio management team. In this capacity, he participates in portfolio strategy discussions, customizes portfolios to client objectives and guidelines and communicates portfolio investment strategy and positioning. He is based in London.
Prior to joining MFS in 2017, Owen served as managing director and global fixed income portfolio manager at BlackRock for 15 years. Before that, he worked as an associate and global fixed income portfolio manager at Goldman Sachs Asset Management for five years.
Owen earned Bachelor of Science degree with first class honors from University College London. He holds the Chartered Financial Analyst designation.
Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration and active risk management. -
Performance
Performance
Total ReturnTotal Return (%)
Monthly | QuarterlyAs of 31-Dec-25
(*YTD Updated Monthly, As of 31-Jan-26 , subject to revision and not annualized.)MORNINGSTAR RATINGImportant Performance Information
Past performance is not a reliable indicator for future results. All financial investments involve an element of risk. The value of investments may rise and fall so you may get back less than originally invested.
Investors should consider the risks, including lower returns, related to currency movements between their investing currency and the portfolio's base currency, if different.
Past performance is not a reliable indicator of future performance. Net-of-fees performance is based on end-of-month redemption prices after the deduction of fees and expenses and the reinvestment of all distributions. Gross-of-fees performance is the net return with fees and expenses added back. Figures include changes in principal value. Investment return and principal value will vary, and an account may be worth more or less at termination than at inception.
Source: Benchmark performance from SPAR, FactSet Research Systems Inc.
Annual PerformanceAnnual Performance (%)
As of 31-Dec-25
|Benchmark: Bloomberg Global Aggregate Index (AUD Hedged)
annual rate of return table 2020 2021 2022 2023 2024 2025 Gross of Fees 6.96 -1.14 -11.09 7.50 2.41 6.09 Net of Fees 6.33 -1.72 -11.61 6.87 1.81 5.47 Bloomberg Global Aggregate Index (AUD Hedged) 5.09 -1.53 -12.28 5.31 2.23 4.42 at NAV Bloomberg Global Aggregate Index (AUD Hedged) 2025 6.09 4.42 2024 2.41 2.23 2023 7.5 5.31 2022 -11.09 -12.28 2021 -1.14 -1.53 2020 6.96 5.09 PricingPricing History
- Exit Price at Close of Trading on: 12-Feb-26
- Exit Price: AUD 0.9820
- Change (AUD) (since 11-Feb-26): 0.0022
- Change (%) (since 11-Feb-26): 0.22
- Market Price (MP):
Maximum data displayed is for the most recent 10 yearsHistorical Exit Price LookupEnter date for which you wish to obtain a Historical Exit Price for this fundHistorical Exit Price may not be available for all dates.
Historical MP LookupEnter date for which you wish to obtain a Historical MP for this fundHistorical MP may not be available for all dates.