MFS Meridian® Funds – Global Opportunistic Bond Fund: Fund Strategy Snapshot

MFS Meridian® Funds – Global Opportunistic Bond Fund: Fund Strategy Snapshot

The Global Opportunistic Bond Fund is a highly flexible fixed income fund that blends rates, effects and credit risks to deliver outperformance versus a global aggregate index hedged into U.S. dollars. It is an actively managed fund that delivers to clients a diversified liquid portfolio of predominantly cash bonds that are the best ideas of our global research platform and managed tightly against our risk parameters.

It is a dynamic fund that takes advantage of the broadest public fixed income universe, with the largest expected sources of alpha coming from asset allocation and securities selection. So why the fund? The Global Opportunistic Bond Fund offers diversification of fixed income investment risks that has provided robust and consistent long term risk adjusted returns. Through our collaborative culture, the Fund can extract significant securities selection as well as being agile to take advantage of sector dislocations whilst maintaining a solid investment grade quality.

The philosophy of the fund is anchored in providing consistency of investment process and performance and positioning with conviction to take advantage of volatility and dispersion in global fixed income markets. So why now? The yield environment is the most attractive it has been in 20 years for global fixed income investors following aggressive hiking paths from all central banks over the last two years.

Significant uncertainty favors a diversified approach that can be flexible in taking advantage of anticipated bouts of volatility. The importance of strong securities selection is more valuable than ever as winners and losers emerge from this unique post-COVID cycle. This is why we believe that now is the right time to invest in global fixed income markets and in our global opportunistic bond fund.

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