Bonding for stability
Fixed income investments can help provide stability to an investment portfolio. Investments such as bonds can offer lower risk compared to stocks, making them ideal for investors seeking capital preservation, diversification and alpha generation over the long term.
DIVERSIFICATION |
ALPHA GENERATION |
CASH OFF THE SIDELINES |
Why MFS for fixed income?
A pioneer in active bond management since the 1970s, our team has a great deal of experience and expertise in fixed income investing. Our global research platform allows for cross-collaboration between equity and fixed income analysts, enabling valuable insights on security selection and risk management.
INVESTMENT OBJECTIVE
The MFS Global Opportunistic Fixed Income Trust aims to seek a total return in excess of the Bloomberg Global Aggregate Index (AUD Hedged), before fees, taxes and expenses, over a full market cycle, by primarily investing in global debt Instruments.
50+ years of fixed income management, with 133 fixed income professionals managing US$94 billion on behalf of investors globally. (As at 31-Dec-2023) |
COLLECTIVE EXPERTISE |
DIVERSE ALPHA SOURCES |
CONSISTENT PROCESS |
CONTACT US James Langlands |
Anna Martin |
Ratings are only one factor to be taken into account when deciding whether to invest in a financial product. To view the relevant research information about the meaning of the rating and the rating scale, please refer to the respective research house disclaimers below. Research houses receive a fee from MFS for rating our trusts.
Why active?
We believe a flexible approach to active management can achieve higher levels of alpha. Global spread sectors can diverge, making asset allocation a potential source of alpha.
In our experience, returns can be enhanced by diversifying bond allocations across corporate, government, emerging market and securitised sectors. Each sector is populated by what we believe to be the strongest government and credit bonds chosen by our experienced global analysts. Therefore, active security selection can potentially enhance returns and minimise default risk.
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¹ These estimates represent our projection of where the Trust may achieve alpha over a market cycle.
There is no guarantee the Trust will achieve the return or tracking error targets. Actual returns may fall outside the ranges.
We seek to generate excess returns from a diverse set of alpha sources, as we believe that blending risks effectively allows for consistent performance across economic and market environments. |
Discover the active advantage in fixed income
Find out why Australian investors should consider an allocation to a global multi-sector fixed income strategy, and how MFS can provide a platform to help identify opportunities.
Our goal is to take advantage of dislocations and collect risk premia from security selection and conviction views around rates and currencies. |
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Lonsec disclosure
The rating issued (assigned as follows, MFS Global Opportunistic Fixed Income Trust – September 2023) are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report.© 2023 Lonsec. All rights reserved.
For further information regarding Lonsec’s Ratings methodology, please refer to our website at: https://www.lonsec.com.au/investment-product-ratings/.
Zenith disclosure
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith") rating (assigned MFS Global Opportunistic Fixed Income Trust – March 2023) referred to in this piece is limited to “General Advice" (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant products. Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments.
Full details regarding Zenith's methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at: http://www.zenithpartners.com.au/RegulatoryGuidelines.
Morningstar disclosure
Morningstar rating issued (assigned as follows: MFS Global Opportunistic Fixed Income Trust – February 2024). © 2024 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. This report or data has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or New Zealand wholesale clients of Morningstar Research Ltd, subsidiaries of Morningstar, Inc. Any general advice has been provided without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Morningstar’s publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Morningstar’s full research reports are the source of any Morningstar Ratings and are available from Morningstar or your adviser. Past performance does not necessarily indicate a financial product's future performance. To obtain advice tailored to your situation, contact a financial adviser.
Genium Disclosure
The Genium rating (assigned 14 August 2024) presented in this document is issued by Genium Investment Partners Pty Ltd ABN 13 165 099 785, which is a Corporate Authorised Representative of Genium Advisory Services Pty Ltd ABN 94 304 403 582, AFSL 246580. The Rating is limited to “General Advice” (s766B Corporations Act 2001 (Cth)) and has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without notice. Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision in relation to this financial product(s). Genium receives a fee from the Fund Manager for researching and rating the product(s). Visit Geniumip.com.au for information regarding Genium’s Ratings methodology.
Equity Trustees Limited (“Equity Trustees") (ABN 46 004 031 298). AFSL 240975, is the Responsible Entity for the Trusts. Equity Trustees is a subsidiary of EQT Holdings Limited [ABN 22 607 797 615], a publicly listed company on the Australian Securities Exchange [ASX: EQT). MFS International Australia Pty Ltd (“MFS Australia") [ABN 68 607 579 537]. AFSL 485343 is the Investment Manager for the Trust and is regulated by the Australian Securities and Investments Commission.
This material has been prepared by MFS Australia to provide you with general information only. In preparing this material, MFS Australia did not take into account the investment objectives, financial situation and particular needs of any particular person. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Neither MFS Australia, Equity Trustees nor any of their related parties, their employees or directors, provide any warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it. Investment involves risk. Past performance should not be taken as an indicator of future performance. You should consider the Product Disclosure Statement (“PDS"] before making a decision about whether to invest in this product. The PDS can be obtained by contacting MFS Australia or from www.mfs.com. The Trusts' Target Market Determination is available by visiting www.eqt.com.au/insto. A Target Market Determination is a document which describes who this financial product is likely to be appropriate for (i.e. the target market), and any conditions around how the product can be distributed to investors. It also describes the events or circumstances where Equity Trustees may need to review the Target Market Determination for this financial product. Any securities and/or sectors mentioned herein are for illustration purposes and should not be construed as a recommendation for investment. The information contained herein may not be copied, reproduced or redistributed without the express consent of MFS Australia. While the information is believed to be accurate, it may be subject to change without notice. Except in so far as any liability under any law cannot be excluded, MFS Australia does not accept liability for any inaccuracy or for the investment decisions or any other actions taken by any person on the basis of the material included. MFS Australia does not authorise direct distribution to retail investors.