Investment Strategies
MFS offers client-focused investment strategies across all major asset classes. We look at investment opportunities across the globe by integrating fundamental equity, quantitative and credit disciplines in our analysis.
Fundamental Equity
By exploring a broad range of investments and holding them for longer time periods, we offer equity strategies that strive for less volatility and seek greater value through changing markets.
Global Equity
| STRATEGY | BENCHMARK | FACT SHEET(S) |
| Contrarian Value | MSCI World Value |
USD AUD |
| Global | MSCI World | USD EUR GBP AUD |
| Global Concentrated | MSCI World | USD GBP AUD |
| Global Growth | MSCI All Country World | USD AUD |
| Global Growth Concentrated |
MSCI All Country World Growth |
USD |
| Global Intrinsic Value | MSCI World |
USD |
| Global Research | MSCI All Country World | USD |
| Global Research Focused | MSCI All Country World |
USD AUD |
| Global Small-Mid Cap | MSCI All Country World |
USD |
| Global Value | MSCI World Value; MSCI World | USD |
| Transformative Capital | MSCI World | USD |
Regional
Asia/Asia Pacific
| STRATEGY | BENCHMARK | FACT SHEET(S) |
| Asia Concentrated | MSCI All Country Asia (ex-Japan) | USD |
| Asia ex Japan | MSCI All Country Asia (ex-Japan) | USD |
| Asia Pacific ex Japan | MSCI All Country Asia Pacific (ex-Japan) | USD |
| Japan | TOPIX 1st MSCI Japan | USD |
| Japan Concentrated | TOPIX 1st MSCI Japan | USD |
| Japan Value | TOPIX 1st MSCI Japan | JPY |
Emerging Markets
| STRATEGY | BENCHMARK | FACT SHEET(S) |
| Emerging Markets | MSCI Emerging Markets | USD AUD |
| Emerging Markets Research | MSCI Emerging Markets | USD |
European
| STRATEGY | BENCHMARK | FACT SHEET(S) |
| European ex UK | MSCI Europe (ex-UK) | USD |
| European Research | MSCI Europe | USD EUR |
| European Smaller Companies | MSCI Europe Small Mid Cap | EUR |
| European Value | MSCI Europe | USD EUR |
| UK | FTSE All Share Capped 5% | USD GBP |
US
| STRATEGY | BENCHMARK | FACT SHEET(S) |
| Core | S&P 500 | USD |
| Core Concentrated | S&P 500 | USD |
| Growth | Russell 1000 Growth | USD |
| Growth Concentrated | Russell 1000 Growth | USD |
| Industry Neutral Research | S&P 500 | USD |
| Large Cap Growth | Russell 1000 Growth | USD |
| Large Cap Growth Concentrated | Russell 1000 Growth | USD |
| Large Cap Value | Russell 1000 Value | USD GBP |
| Large Cap Value Concentrated | Russell 1000 Value | USD |
| Mid Cap Growth | Russell MidCap Growth | USD |
| Mid Cap Growth Focused |
Russell MidCap Growth |
USD |
| Mid Cap Value | Russell MidCap Value | USD |
| Research | S&P 500 | USD |
| Small Cap Growth | Russell 2000 Growth | USD |
International
| STRATEGY | BENCHMARK | FACT SHEET(S) |
| International | MSCI EAFE | USD |
| International Concentrated | MSCI EAFE | USD |
| International Intrinsic Value | MSCI EAFE Value | USD |
| International Growth | MSCI All Country World (ex US) Growth | USD |
| International Growth Concentrated | MSCI All Country World (ex US) Growth | USD |
| International Growth ex Emerging Markets | MSCI EAFE | USD |
| International Research | MSCI EAFE | USD |
| International Small-Mid Cap | MSCI All Country World (ex US) Small Mid Cap | USD |