mfs fixed income credibility
MFS FIXED INCOME

A Century of Active Experience Built into Our Approach

  • our philosophy

    Active Solutions, Global Platform

    Backed by more than a century of experience, our active solutions are designed to help clients across the globe invest through changing markets. With the long term always in mind, we’re guided by these principles:

       

    Fixed Income for the Long Term: Our Guiding Principles
    Transcript

       

  • The Evolution of Fixed Income at MFS

    MFS pioneered active investing in 1924, and starting in 1970, became one of the first investment firms to actively trade bonds like any other security — providing another path to long-term value for fixed income investors.


       

    Our history shows that we are an organization built to evolve with and for investors. Today, we continue to deliver the fixed income solutions our clients need.

    Pursuing Alpha: Our Active Fixed Income Approach
    Transcript

       

       

    “Our global investment platform is a defining attribute of our approach to delivering for clients.”

    Alex Mackey
    Co-CIO, Fixed Income

  • Fixed Income Funds

    Fund name (I1 Shares)

    ISIN

    Fund assets
    (as at 30/6/25)

    Benchmark

    Investment approach

    MFS Meridian® Global Credit Fund

    LU0458496519

    US$176.22 MM

    Bloomberg Global Aggregate Credit Index

    Idea generation based on intensive fundamental research with a focus on bottom-up security selection and seeking to avoid adverse credit events. May have limited high-yield, international and/or emerging market debt.

    MFS Meridian® Global Opportunistic Bond Fund

    LU1340703666

    US$645.23 MM

    Bloomberg Global Aggregate Index (USD Hedged)

    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

    MFS Meridian® Euro Credit Fund

    LU1914598815

    €750.27 MM

    Bloomberg Euro Aggregate Corporate Index

    Idea generation based on intensive fundamental research with a focus on bottom-up security selection and seeking to avoid adverse credit events. May have limited high-yield, international and/or emerging market debt (mostly currency hedged to euros).

     

    MFS Meridian Funds is an open-ended investment company established in Luxembourg which is available for sale in certain jurisdictions only. The Funds are not available for sale in the U.S. or to U.S. persons. MFS Investment Management Company (Lux) S.ar.l. is the management company of the Funds. Subscriptions in The Funds are valid only if made on the basis of the current Prospectus, the most recent financial reports and the Key Information Document or in the U.K. Key Investor Information Document which are available under the “Resources” tab. Information on this Web site should not be considered a solicitation to buy, an offer to sell, or a recommendation for any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorised. In addition, investments may not be made via this Web site. In certain jurisdictions, investments may be made only through authorised intermediaries. Please check with MFS for more complete information about whether the securities discussed are available or authorised in your jurisdiction.

    You should read the offering documents carefully before investing as they contain complete information on the fund’s investment objective(s), the risks associated with the investment in the fund, the fees, charges, and expenses involved. These elements, as well as other information contained in the offering documents, should be considered carefully before investing. You may also order the offering documents by mail or download them. Unless otherwise indicated, logos, product and service names are trademarks of MFS and its affiliates and may be registered in certain countries.

    You May Be Interested In

Active Solutions, Global Platform

Backed by more than a century of experience, our active solutions are designed to help clients across the globe invest through changing markets. With the long term always in mind, we’re guided by these principles:

   

Fixed Income for the Long Term: Our Guiding Principles
Transcript

   

The Evolution of Fixed Income at MFS

MFS pioneered active investing in 1924, and starting in 1970, became one of the first investment firms to actively trade bonds like any other security — providing another path to long-term value for fixed income investors.


   

Our history shows that we are an organization built to evolve with and for investors. Today, we continue to deliver the fixed income solutions our clients need.

Pursuing Alpha: Our Active Fixed Income Approach
Transcript

   

   

“Our global investment platform is a defining attribute of our approach to delivering for clients.”

Alex Mackey
Co-CIO, Fixed Income

Fixed Income Funds

Fund name (I1 Shares)

ISIN

Fund assets
(as at 30/6/25)

Benchmark

Investment approach

MFS Meridian® Global Credit Fund

LU0458496519

US$176.22 MM

Bloomberg Global Aggregate Credit Index

Idea generation based on intensive fundamental research with a focus on bottom-up security selection and seeking to avoid adverse credit events. May have limited high-yield, international and/or emerging market debt.

MFS Meridian® Global Opportunistic Bond Fund

LU1340703666

US$645.23 MM

Bloomberg Global Aggregate Index (USD Hedged)

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

MFS Meridian® Euro Credit Fund

LU1914598815

€750.27 MM

Bloomberg Euro Aggregate Corporate Index

Idea generation based on intensive fundamental research with a focus on bottom-up security selection and seeking to avoid adverse credit events. May have limited high-yield, international and/or emerging market debt (mostly currency hedged to euros).

 

MFS Meridian Funds is an open-ended investment company established in Luxembourg which is available for sale in certain jurisdictions only. The Funds are not available for sale in the U.S. or to U.S. persons. MFS Investment Management Company (Lux) S.ar.l. is the management company of the Funds. Subscriptions in The Funds are valid only if made on the basis of the current Prospectus, the most recent financial reports and the Key Information Document or in the U.K. Key Investor Information Document which are available under the “Resources” tab. Information on this Web site should not be considered a solicitation to buy, an offer to sell, or a recommendation for any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorised. In addition, investments may not be made via this Web site. In certain jurisdictions, investments may be made only through authorised intermediaries. Please check with MFS for more complete information about whether the securities discussed are available or authorised in your jurisdiction.

You should read the offering documents carefully before investing as they contain complete information on the fund’s investment objective(s), the risks associated with the investment in the fund, the fees, charges, and expenses involved. These elements, as well as other information contained in the offering documents, should be considered carefully before investing. You may also order the offering documents by mail or download them. Unless otherwise indicated, logos, product and service names are trademarks of MFS and its affiliates and may be registered in certain countries.

You May Be Interested In

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