Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

MFS Meridian Funds-Prudent Wealth A1 USD

Ranked 2 out of 31 in - Flexible USD over 12 months
All calculations are in EUR unless stated

Managed by

Barnaby Wiener

Barnaby Wiener was born in Wimbish, Essex in 1967. He attended Ampleforth College where he studied History, and is an Oxford University graduate. He started his career in the British Army where he was a Captain, and then joined Credit Lyonnais as an equity research analyst. He later joined Merrill Lynch as a research analyst before joining MFS International in 1998. Barnaby is currently an investment officer and portfolio manager at MFS . He uses a bottom-up process of selecting securities. Outside of fund mangement he lists sailing, running and the cinema/theatre as his main interests.


The Fund's objective is capital appreciation, measured in U.S. dollars. The Fund normally focuses its investments in equity securities of issuers located in developed and emerging market countries. However, the Fund may invest in concentrated portfolio of global stocks; with the flexibility to invest without limit in debt securities of corporate and government issuers based on its view of the relative value of different types of securities and/or other market conditions..

Showing fund performance in Netherlands View performance globally


Flexible USD over : 30/06/2017 - 30/06/2018
  • Rank 2/31 Total Return
  • Rank 8/31 Standard Deviation
  • Rank 1/31 Max Drawdown
Fund Name Currency Return
1 UBS (Lux) KSS-China Allocation Opportunity(USD)P-a EUR


2 MFS Meridian Funds-Prudent Wealth A1 USD EUR


3 Allianz Income and Growth - I (H2-EUR) - EUR

Currency exposure is hedged

Currency exposure is hedged



4 NN (L) Multi Asset Factor Opp Z H i C

Currency exposure is hedged

Currency exposure is hedged



5 Manager Opp Access-Risk Parity Strategy Fd USD P-a EUR


Fund Name Currency Loss
1 MFS Meridian Funds-Prudent Wealth A1 USD EUR


2 NN (L) Multi Asset Factor Opp Z H i C

Currency exposure is hedged

Currency exposure is hedged



3 M&G(Lux) Emerging Mkts Inc Opp USD A Acc EUR


4 UBS (Lux) KSS-Multi Asset Income (USD)(EURh) P-d

Currency exposure is hedged

Currency exposure is hedged



5 UBS (Lux) KSS-China Allocation Opportunity(USD)P-a EUR


Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.2% 6.9%
2017 3.7% 2.5% -0.8% -0.6% 2.5%
2016 1.1% -3.5% 2.9% 0.8% 1.0%
2015 18.1% 16.3% -4.1% 0.8% 5.1%
2014 15.1% 0.9% 2.8% 5.6% 5.1%
2013 9.3% 7.9% 0.6% 0.5% 0.2%
2012 7.7% 2.7% 3.7% 2.7% -1.4%
2011 5.2% -4.2% 2.9% 3.6% 2.9%
2010 13.4% 6.8% 6.4% -2.9% 2.8%
2009 5.1% -2.7% 1.9% 4.8% 1.2%
2008 -3.5% 6.4% 3.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Hong Kong
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Portugal
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date03/03/2008
  • Share Class size817Mn
  • Base currencyUSD
  • ISIN LU0337786437

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0


  • Annual management1.15%
  • Initial investment1.15%

Related News

Revealed: top three managers in mixed assets – flexible sector

Citywire Selector showcases the outperformers in a sector that is attracting significant attention from investors.

In the mix: three top selectors on how to tap multi-asset funds

The second part of Citywire Global’s look at how fund selectors are adopting mixed asset strategies and the fund managers they are following.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).