U.K. Equity Fund

James Neale is an investment officer, equity research analyst and portfolio manager at MFS Investment Management® (MFS®). He works closely with the firm's analysts and portfolio managers and is a member of the firm's energy and capital goods sector teams. James joined MFS as an analyst in 2010 and added portfolio management responsibilities for the firm's UK Equity strategy in 2022. Prior to joining MFS, he was a director and head of oil and gas research for Credit Suisse. Before that, he spent five years as a director and head of oil and gas research at Citi, one year as a vice president and European oil analyst at Merrill Lynch and five years as an emerging market oil analyst at Schroder Securities. He began his career in the financial services industry in 1998. James earned a bachelor's degree from Cambridge University and a master's degree in Russian and East European studies from Harvard University.

Florence G. Taj is an investment officer and equity portfolio manager for MFS Investment Management® (MFS®). In this role, she is responsible for buy and sell decisions, portfolio construction, risk control and cash management. She also participates in the research process and strategy discussions. She is based in London. Florence joined MFS as a research analyst in 1999 covering numerous sectors including financials, consumer staples, technology hardware, media and utilities. She has held senior research positions, including consumer cyclicals sector team leader for five years, and launched the firm's Global Listed Infrastructure strategy in 2017 for which she has portfolio management responsibilities. She joined the firm's European Value portfolio management team in 2018. Before joining MFS, she spent three years at Renaissance Solutions, Inc., where she served as senior consultant. She participated in MFS' summer MBA internship program in 1998. Florence earned a master's degree in international management from the University of Ottawa and Reims Management School, now The NEOMA Business School, in France in 1993 and a Master of Business Administration degree from Harvard Business School in 1999.

Victoria Higley, ASIP, is an investment officer and institutional equity portfolio manager at MFS Investment Management® (MFS®). In her role, she participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines and manages daily cash flows. She is also responsible for communicating investment policy, strategy and positioning. Victoria joined MFS in 2011 in her current role. Before that she spent three years at Fidelity International as a UK institutional client director and 14 years at UBS Asset Management as a UK institutional client director, pan-European equity analyst and UK portfolio manager. She began her career in the financial services industry in 1994. Victoria holds a bachelor's degree from Durham University. She is a regular member of the CFA Institute and an Associate of the CFA Society of the UK (ASIP).