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.
Fundamental Equity
By exploring a broad range of investments and holding them for longer time periods, we offer equity strategies that strive for less volatility and seek greater value through changing markets.
Global Equity
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) | MUTUAL FUND FACT SHEET | MUTUAL FUND PORTFOLIO REVIEW PACKAGE (R6 SHARES) |
|---|---|---|---|---|
| Contrarian Value |
MSCI World Value |
USD AUD | - | - |
| Global | MSCI World |
USD AUD CAD EUR GBP | Global | Global |
| Global Concentrated |
MSCI World |
USD AUD GBP | - | - |
| Global Growth |
MSCI All Country World |
USD AUD CAD | Global Growth |
Global Growth |
| Global Growth Concentrated |
MSCI All Country World Growth |
USD CAD | - | - |
| Global Intrinsic Value |
MSCI World |
USD | - | - |
| Global Research |
MSCI All Country World |
CAD USD | - | - |
| Global Research Focused |
MSCI All Country World |
AUD USD | - | - |
| Global Small-Mid Cap |
MSCI All Country World |
USD | Global New Discovery |
Global New Discovery |
| Global Strategic Equity | MSCI All Country World | USD | - | - |
| Global Value |
MSCI World Value; MSCI World |
USD CAD | - | - |
Regional
Asia/Asia Pacific
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) |
|---|---|---|
| Asia Concentrated |
MSCI All Country Asia (ex-Japan) |
USD |
| Asia ex Japan |
MSCI All Country Asia (ex-Japan) |
USD |
| Asia Pacific ex Japan |
MSCI All Country Asia Pacific (ex-Japan) |
USD |
| Japan |
TOPIX 1st MSCI Japan |
USD |
| Japan Concentrated |
TOPIX 1st MSCI Japan |
USD |
Canada
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) |
|---|---|---|
| Equity | S&P/TSX Capped Composite |
CAD |
| Research | S&P/TSX Capped Composite |
CAD |
Emerging Markets
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) | MUTUAL FUND FACT SHEET | MUTUAL FUND PORTFOLIO REVIEW PACKAGE (R6 SHARES) |
|---|---|---|---|---|
| Emerging Markets |
MSCI Emerging Markets |
USD AUD CAD | Emerging Markets |
Emerging Markets |
| Emerging Markets Research |
MSCI Emerging Markets |
USD | - | - |
| Latin America | MSCI EM Latin America 10-40 | USD | - | - |
European
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) |
|---|---|---|
| European ex UK |
MSCI Europe (ex-UK) |
USD |
| European Research |
MSCI Europe |
USD EUR |
| European Smaller Companies |
MSCI Europe Small Mid Cap |
EUR |
| European Value |
MSCI Europe |
USD EUR |
| UK | FTSE All Share Capped 5% |
USD GBP |
US
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) | MUTUAL FUND FACT SHEET | MUTUAL FUND PORTFOLIO REVIEW PACKAGE (R6 SHARES) |
|---|---|---|---|---|
| Core | S&P 500 |
USD | Massachusetts Investors Trust |
Massachusetts Investors Trust |
| Core Concentrated |
S&P 500 |
USD | - | - |
| Growth | Russell 1000 Growth |
USD | Growth | Growth |
| Growth Concentrated |
Russell 1000 Growth |
USD | - | - |
| Industry Neutral Research |
Russell 3000® | USD | Core Equity |
Core Equity |
| Intrinsic Value | S&P 500 | USD | - | - |
| Large Cap Growth |
Russell 1000 Growth |
USD | Massachusetts Investors Growth Stock |
Massachusetts Investors Growth Stock |
| Large Cap Growth Concentrated |
Russell 1000 Growth |
USD | - | - |
| Large Cap Value |
Russell 1000 Value |
USD GBP | Value | Value |
| Large Cap Value Concentrated |
Russell 1000 Value |
USD | - | - |
| Mid Cap Growth |
Russell MidCap Growth |
USD | Mid Cap Growth |
Mid Cap Growth |
| Mid Cap Growth Focused |
Russell MidCap Growth |
USD |
- | - |
| Mid Cap Value |
Russell MidCap Value |
USD | Mid Cap Value |
Mid Cap Value |
| Research | S&P 500 |
USD | Research | Research |
| Small Cap Growth |
Russell 2000 Growth |
USD | New Discovery |
New Discovery |
International
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) | MUTUAL FUND FACT SHEETS | MUTUAL FUND PORTFOLIO REVIEW PACKAGE (R6 SHARES) |
|---|---|---|---|---|
| International |
MSCI EAFE |
USD CAD | Institutional International |
- |
| International Concentrated |
MSCI EAFE |
USD | - | - |
| International Contrarian Value | MSCI EAFE Value | USD | - | - |
| International Growth |
MSCI All Country World (ex US) Growth |
USD |
International Growth |
International Growth |
| International Growth Concentrated |
MSCI All Country World (ex US) Growth |
USD | - | - |
| International Growth ex Emerging Markets |
MSCI EAFE |
USD | - | - |
| International Intrinsic Value |
MSCI EAFE Value |
USD | International Intrinsic Value |
Intrnational Intrinsic Value |
| International Large Cap Value | MSCI EAFE Value | USD | - | - |
| International Research |
MSCI EAFE |
USD | Research International |
Research International |
| International Small-Mid Cap |
MSCI All Country World (ex US) Small Mid Cap |
USD | International New Discovery |
International New Discovery |