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.
Fixed Income
Through integrated and collaborative global research, we choose return streams and risks intentionally, creating fixed income strategies that pursue better long-term value.
Government / Municipal
| STRATEGY | BENCHMARK | FACT SHEETS(S) |
| Sovereign | Citigroup World Government Bond | USD |
| Government | Barclays US Government Mortgage Bond | USD |
| US Inflation Adjusted FI | Barclays US Treasury Inflation Protected Securities | USD |
| Municipal | Barclays Municipal Bond | USD |
| Municipal High Yield | Barclays Municipal HY Bond | USD |
| Municipal Plus | Barclays Municipal Bond | USD |
| Municipal Short-Intermediate | Barclays Municipal Bond | USD |
Emerging Markets
| STRATEGY | BENCHMARK | FACT SHEETS(S) |
| Emerging Markets Debt | JP Morgan EMBI Global | USD AUD CAD EUR GBP NZD |
| Emerging Markets Local Currency Debt | JP Morgan GBI EM Global Diversified | USD AUD EUR GBP NZD |
Corporate
Global
| STRATEGY | BENCHMARK | FACT SHEETS(S) |
| Investment Grade Credit | Barclays Global Aggregate Credit | USD |
| Credit | Barclays Global Aggregate Credit | USD |
| High yield | BoA Merrill Lynch Global High Yield Constrained (US Hedged) | USD EUR GBP AUD |
| Inflation Adjusted | Bloomberg Barclays World Government Inflation | USD |
US
| STRATEGY | BENCHMARK | FACT SHEETS(S) |
| Investment Grade Credit | Barclays US Credit Bond | USD EUR GBP |
| Long Duration Credit | Barclays US Credit Bond | USD |
| Credit | Barclays US Credit Bond | USD EUR GBP |
| Corporate BB | BoA Merrill Lynch US High Yield BB Rated Constrained | USD |
| Core High Yield | Barclays US High Yield Corporate Bond 2% Capped Index | USD EUR GBP |
Core / Aggregate
Canadian
| STRATEGY | BENCHMARK | FACT SHEETS(S) |
| Universe | FTSE TMX Canada Universe Bond | CAD |
| Core Plus | FTSE TMX Canada Universe Bond | CAD |
| Money Market | FTSE TMX Canada 91 Day Treasury Bill | CAD |
| Long Term | FTSE TMX Canada Long Term Bond | CAD |
| Long Term Plus | FTSE TMX Canada Long Term Bond | CAD |
| Short Term | FTSE TMX Canada Short Term Bond | CAD |
Global
| STRATEGY | BENCHMARK | FACT SHEETS(S) |
| Aggregate Core | Barclays Global Aggregate | USD AUD |
| Aggregate Core Plus | Barclays Global Aggregate (Unhedged) | USD AUD EUR GBP |
| Aggregate Opportunistic | Barclays Global Aggregate (Hedged) | USD AUD |
US
| STRATEGY | BENCHMARK | FACT SHEETS(S) |
| Limited Maturity | Barclays 1-3 Year US Government/Credit Bond Index | USD EUR GBP |
| Core | Barclays US Aggregate | USD |
| Core Plus | Barclays US Aggregate | USD EUR GBP |
| Opportunistic | Barclays US Aggregate | USD |