Investment Strategies

MFS offers client-focused investment strategies across all major asset classes. We look at investment opportunities across the globe by integrating fundamental equity, quantitative and credit disciplines in our analysis.

Specialty / Multi-Asset

Through a disciplined investment approach that combines broad diversification across multiple asset classes, active asset allocation, and bottom-up security selection, we aim to provide investors with an attractive alternative to riskier assets.

Equities

STRATEGY BENCHMARK FACT SHEET(S)
Global Infrastructure FTSE Global Core Infrastructure 50/50 USD
Global Real Estate FTSE EPRA/NAREIT Developed Real Estate USD CAD
Prudent Capital MSCI World USD AUD EUR
Technology S&P NA Tech Sector USD
US Real Estate MSCI US REIT USD
Utilities S&P 500 Utilities USD

 

close video