Matthew Barrett

AAA

17 Years of experience

Focus on high-quality firms at attractive prices

Current firm: MFS Meridian Funds

Professional background

Investment officer and equity portfolio manager at MFS Investment Management. He also heads the European research coverage of consumer staples stocks as an Equity Analyst. Matthew joined MFS in 2000, after working as an Associate Director at Newport Capital, where he specialized in Asian equities.

Educational background

BSc Hons University College London MBA at London Business School

Performance

10.02%

Manager Annualised Return Since Inception

7.56%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception*

10.02%

7.56%

2.46%

10Y

8.13%

7.06%

1.08%

4.88%

2.47%

2.4%

*Inception date: 1/31/2006

Data as at 30 September 2022.

Risk Statement / Disclaimer: Data is collected by Tenvalue. Care has been taken to ensure that the information is accurate, but Tenvalue neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

MFS Meridian Funds - Continental European Equity

Value investing using fundamental analysis

Benchmark
MSCI Europe, Net (€)

Class
A1

ISIN
LU0219419214

AUM
16,900,000.00 €

Ongoing Charges
1.85%