Full & Historical Holdings

U.K. Equity Fund


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Based on Market Value Based on Equivalent Exposure
ISIN Securities
(on 30-Sep-25)
Shares or Par Amount Value Percent of Net Assets Value Percent of Net Assets Market Cap ($mm) GICS Sectors

The Global Industry Classification Standard (GICS®) was developed by and/or is the exclusive property of MSCI, Inc. and S&P Global Market Intelligence Inc. ("S&P Global Market Intelligence"). GICS is a service mark of MSCI and S&P Global Market Intelligence and has been licensed for use by MFS. MFS has applied its own internal sector/industry classification methodology for equity securities and non-equity securities that are unclassified by GICS.

Country
GB00BP6MXD84 Shell PLC 31,748 £840,210.82 5.79% £840,210.82 5.79% 210,436.75 Energy United Kingdom
GB0009895292 AstraZeneca PLC 7,203 £818,114.66 5.64% £818,114.66 5.64% 236,873.56 Health Care United Kingdom
GB00BM8PJY71 NatWest Group PLC 138,814 £724,053.82 4.99% £724,053.82 4.99% 56,816.94 Financials United Kingdom
GB00B10RZP78 Unilever PLC 14,771 £649,227.28 4.47% £649,227.28 4.47% 144,936.22 Consumer Staples United Kingdom
GB0031348658 Barclays PLC 168,402 £642,078.94 4.42% £642,078.94 4.42% 71,792.22 Financials United Kingdom
GB00BDR05C01 National Grid PLC 55,876 £598,960.60 4.13% £598,960.60 4.13% 71,525.32 Utilities United Kingdom
GB00B2B0DG97 RELX PLC 16,156 £573,757.50 3.95% £573,757.50 3.95% 87,490.84 Industrials United Kingdom
GB0004544929 Imperial Brands PLC 15,931 £503,100.98 3.47% £503,100.98 3.47% 34,302.85 Consumer Staples United Kingdom
GB0009697037 Babcock International Group PLC 34,353 £456,894.90 3.15% £456,894.90 3.15% 8,987.07 Industrials United Kingdom
GB00B19NLV48 Experian PLC 11,496 £430,489.06 2.97% £430,489.06 2.97% 46,241.83 Industrials United Kingdom
GB00B0SWJX34 London Stock Exchange Group PLC 4,628 £395,154.26 2.72% £395,154.26 2.72% 60,626.77 Financials United Kingdom
GB00B06QFB75 IG Group Holdings PLC 33,699 £363,354.51 2.50% £363,354.51 2.50% 5,028.10 Financials United Kingdom
GB0007188757 Rio Tinto PLC 7,288 £357,112.52 2.46% £357,112.52 2.46% 107,102.92 Materials United Kingdom
GB00BLGZ9862 Tesco PLC 79,679 £354,969.94 2.45% £354,969.94 2.45% 39,026.79 Consumer Staples United Kingdom
GB00BD6K4575 Compass Group PLC 13,895 £351,404.55 2.42% £351,404.55 2.42% 57,733.88 Consumer Discretionary United Kingdom
GB0002374006 Diageo PLC 19,783 £350,175.16 2.41% £350,175.16 2.41% 52,976.96 Consumer Staples United Kingdom
JE00B4T3BW64 Glencore PLC 101,162 £347,605.78 2.39% £347,605.78 2.39% 54,771.15 Materials United Kingdom
GB0002634946 BAE Systems PLC 15,835 £326,042.65 2.25% £326,042.65 2.25% 83,234.13 Industrials United Kingdom
JE00BMDZN391 TP ICAP Group PLC 108,673 £299,394.12 2.06% £299,394.12 2.06% 2,758.85 Financials United Kingdom
IE00BWT6H894 Flutter Entertainment PLC 1,583 £298,967.95 2.06% £298,967.95 2.06% 44,798.23 Consumer Discretionary United States
GB0007980591 BP PLC 68,495 £292,154.05 2.01% £292,154.05 2.01% 90,481.32 Energy United Kingdom
GB00BMX86B70 Haleon PLC 80,873 £271,617.87 1.87% £271,617.87 1.87% 40,261.54 Health Care United Kingdom
GB00BMJ6DW54 Informa PLC 27,599 £253,248.42 1.74% £253,248.42 1.74% 15,995.82 Communication Services United Kingdom
GB00BYQ0JC66 Beazley PLC 26,927 £244,939.33 1.69% £244,939.33 1.69% 7,402.75 Financials United Kingdom
GB0002875804 British American Tobacco PLC 6,021 £237,648.87 1.64% £237,648.87 1.64% 116,149.20 Consumer Staples United Kingdom
GB0031638363 Intertek Group PLC 4,865 £231,241.94 1.59% £231,241.94 1.59% 9,871.20 Industrials United Kingdom
GB00B1KJJ408 Whitbread PLC 7,136 £230,992.89 1.59% £230,992.89 1.59% 7,675.14 Consumer Discretionary United Kingdom
GB00BD3VFW73 Convatec Group PLC 98,401 £228,533.57 1.57% £228,533.57 1.57% 6,299.88 Health Care United Kingdom
BMG4593F1389 Hiscox Ltd 15,289 £209,306.41 1.44% £209,306.41 1.44% 6,136.21 Financials United Kingdom
GB0009465807 Weir Group PLC 7,509 £206,433.58 1.42% £206,433.58 1.42% 9,598.72 Industrials United Kingdom
GB00BGDT3G23 Rightmove PLC 28,045 £198,726.87 1.37% £198,726.87 1.37% 7,354.71 Communication Services United Kingdom
GB00B8C3BL03 Sage Group PLC/The 16,221 £179,078.17 1.23% £179,078.17 1.23% 14,304.44 Information Technology United Kingdom
GB00BGLP8L22 IMI PLC 7,514 £173,039.25 1.19% £173,039.25 1.19% 7,650.03 Industrials United Kingdom
GB0006928617 UNITE Group PLC REIT 19,813 £142,455.47 0.98% £142,455.47 0.98% 4,732.82 Real Estate United Kingdom
GB0009223206 Smith & Nephew PLC 10,388 £138,939.50 0.96% £138,939.50 0.96% 15,442.91 Health Care United Kingdom
GB00B082RF11 Rentokil Initial PLC 36,622 £137,625.48 0.95% £137,625.48 0.95% 12,766.94 Industrials United Kingdom
GB00BVYVFW23 Auto Trader Group PLC 16,777 £132,359.83 0.91% £132,359.83 0.91% 9,211.82 Communication Services United Kingdom
GB0003096442 RS GROUP PLC 20,600 £117,532.95 0.81% £117,532.95 0.81% 3,637.53 Industrials United Kingdom
GB00BWFGQN14 Spirax Group PLC 1,682 £115,373.84 0.79% £115,373.84 0.79% 6,805.92 Industrials United Kingdom
GB0031743007 Burberry Group PLC 9,760 £114,535.55 0.79% £114,535.55 0.79% 5,668.80 Consumer Discretionary United Kingdom
GB00BYYW3C20 Forterra PLC 59,469 £111,325.97 0.77% £111,325.97 0.77% 535.77 Materials United Kingdom
GB0000904986 Bellway PLC 4,156 £101,988.24 0.70% £101,988.24 0.70% 3,927.20 Consumer Discretionary United Kingdom
GB00B128J450 IP Group PLC 170,038 £91,310.41 0.63% £91,310.41 0.63% 647.37 Financials United Kingdom
GB00BJFFLV09 Croda International PLC 3,291 £89,440.61 0.62% £89,440.61 0.62% 5,103.79 Materials United Kingdom
GB00BYXJC278 Ibstock PLC 55,099 £76,697.81 0.53% £76,697.81 0.53% 738.84 Materials United Kingdom
GB00B1ZBKY84 MONY Group PLC 36,749 £72,836.52 0.50% £72,836.52 0.50% 1,405.98 Communication Services United Kingdom
LU1072616219 B&M European Value Retail SA 22,924 £60,134.47 0.41% £60,134.47 0.41% 3,545.73 Consumer Discretionary United Kingdom
- Cash & Cash Equivalents - £374,878.38 2.58% £374,878.38 2.58% - - -

*Short positions, unlike long positions, lose value if the underlying asset gains value.

Portfolio characteristics are based on equivalent exposure, which measures how a portfolio's value would change due to price changes in an asset held either directly or, in the case of a derivative contract, indirectly. The market value of the holding may differ.
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