Form D contains basic information about the offering and the company. Effective December 1, 2017, the management fees for certain series of the Fund were reduced. Roger M. Morley is an investment officer and an equity portfolio manager at MFS Investment Management® (MFS®). MFS June 30 Distribution Flyer Mfs International Concentrated Equity LLC is a other private fund operated by Mfs Investment Management and has approximately $65.7 million in assets. MFS International Concentrated Equity LLC - ‘D/A’ on 1/23/19 Notice of an Exempt Offering of Securities -- Reg. MFS International Concentrated CIT - The Fund’s investment objective is to seek capital appreciation. Established in 1924, MFS is an active, global asset manager with investment offices in Boston, Hong Kong, London, Mexico City, São Benefits of investing in the MFS Concentrated Global Equity Trust 4. MFS has been managing pooled vehicles/investment funds and/or discretionary funds in Singapore since 1997. Funds in the International Equity category must invest at least 90% of their equity assets in countries other than Canada and the United States and at least 70% of their equity assets in developed countries. Since then, the company has guided investors through every market condition on record. MFS International equity positions weight fundamental analysis lookup allows you to check this and other indicators for MFS International New or any other equity instrument. • BOSTON, MA How to apply 9. The Legal Entity Identifier (LEI) is 549300T886CRVD4W5Z04. MFS ® Fully Hedged Global Equity Trust. Product Disclosure Statement. 1443 0 obj <> endobj Canada Life Pathways International Concentrated Equity Fund (C WorldWide) Q. Prior to July 1, 2017, the Fund’s benchmark was the MSCI EAFE Index. 1463 0 obj <>/Encrypt 1444 0 R/Filter/FlateDecode/ID[<8DA58153BC8DE7B8B9BD653C1AF4A63A>]/Index[1443 43]/Info 1442 0 R/Length 107/Prev 265858/Root 1445 0 R/Size 1486/Type/XRef/W[1 3 1]>>stream D -- primary_doc.xml/7.8 - Accession Number 0001546554-19-000001 - Filing - SEC MFS ® Blended Research Global Equity Trust. MFS ® Emerging Markets Equity Trust. MFS Concentrated Global Equity Trust (“Trust”) and a member of the MFS Investment Management group of companies (“MFS”). Fees and costs 7. MFS International Singapore Pte Ltd (MFS) MFS International Singapore Pte Ltd is incorporated in Singapore and is authorised under a capital market service license with the Monetary Authority of Singapore to provide fund management services. About Form D/A. D - Seq. Sign-up Is this fund right for you? Established in 1924, MFS is an active, global asset manager with investment offices in Boston, Hong Kong, London, Mexico City, São Paulo, Singapore, Sydney, Tokyo and Toronto. Start a … MFS INTERNATIONAL GROWTH EQUITY CIT CL 4- Performance charts including intraday, historical charts and prices and keydata. MFS has been managing pooled vehicles/investment funds and/or discretionary funds in Singapore since 1997. We look at investment opportunities across the globe by integrating fundamental equity, quantitative and credit disciplines in our analysis. 4.44%. Category: Equity World Large Growth. Fund: MFS Concentrated Global Equity Trust W. Index: MSCI World Ex Australia NR AUD. 1 - Amendment to Notice of an Exempt Offering of Securities -- Reg. %%EOF All rights reserved. AboutthisPDS. Please note, not all equities are covered by this module due to inconsistencies in global equity categorizations. About MFS Concentrated Global Equity Trust MFS Concentrated Global Equity Trust is a unit trust incorporated in Australia. Please see the Fund Facts document for further details. Massachusetts Financial Services Company, d/b/a MFS Investment Management (“MFS”), which is also an investment adviser registered with the SEC. How we invest your money 6. 31 Dec 2020. It is a projection/opinion and not a statement of fact. It is important that you be aware of the following before accessing the linked website: The terms and conditions of the site, which can be found at the bottom of the site, may differ from the terms and conditions of the site you are currently on; Fund Advisor at Massachusetts Financial Services Company. 153.1345K. MFS INTERNATIONAL CONCENTRATED CIT 1- Performance charts including intraday, historical charts and prices and keydata. Australian Dollar MFS Prudent Capital Composite in AUD MFS Asia ex Japan Composite in AUD MFS Asia Pacific ex Japan Composite in AUD MFS Australian Research Equity Composite MFS Blended Research - Emerging Markets Equity Composite in MFS Blended Research - Global Equity Composite in AUD MFS Blended Research - Global Equity Developed Markets Compo MFS Blended Research - Global Equity … He is a member of the firm's global equity portfolio management team. We give you the access and tools to invest like a Wall Street money manager – at a Main Street price. Roger M. Morley is an investment officer and an equity portfolio manager at MFS Investment Management® (MFS®). 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