MFS Prudent Capital Trust

An investment portfolio that bears no resemblance to the index

MFS Prudent Capital Trust is designed for investors seeking a flexible equity fund. The fund seeks to reduce market exposure when we believe opportunities are less attractive and grow capital in an effort to deliver above-average returns, with below-average volatility over a full market cycle.

The trust invests in equities across the globe and strategically allocates capital to selective credits in the bond market while also deploying cash to mitigate downside risks by reducing market exposure.

The importance of downside risk mitigation

An investor's greatest asset is time. And the key to making money is not losing it. Losses and shocks from bear markets are more frequent and less predictable than you may think.

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Investing for real returns: MFS Prudent Capital Trust

The core of the strategy is finding long-term opportunities in equities and credit that can compound value over time, while maintaining the option for not committing at all if it's not the right time.

Why consider investing in this fund?

MFS^® believes prudent consideration of valuation and return opportunity may sometimes warrant a reduction of market exposure. We aim to provide a return at least in line with global equities, but with materially lower volatility. We seek to deliver above-average returns with below-average volatility over a full market cycle.