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.
Fixed Income
Through integrated and collaborative global research, we choose return streams and risks intentionally, creating fixed income strategies that pursue better long-term value.
Highlights of MFS' fixed income capabilities and offerings suitable for institutional investors. Find out more.
Core / Aggregate
Global
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) |
|---|---|---|
| Aggregate Core | Barclays Global Aggregate | USD |
| Aggregate Core Plus | Barclays Global Aggregate (Unhedged) | USD |
| Aggregate Opportunistic | Barclays Global Aggregate (Hedged) | USD GBP |
US
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) |
|---|---|---|
| Core | Barclays US Aggregate | USD |
| Core Plus | Barclays US Aggregate | USD |
| Limited Maturity | Barclays 1-3 Year US Government/Credit Bond Index | USD |
| Opportunistic | Barclays US Aggregate | USD |
Corporate
Global
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) |
|---|---|---|
| Credit |
Barclays Global Aggregate Credit |
USD GBP |
| Euro Credit | Bloomberg Euro Aggregate Credit | EUR |
| High Yield |
BoA Merrill Lynch Global High Yield Constrained (US Hedged) |
USD |
| Inflation Adjusted |
Bloomberg Barclays World Government Inflation |
USD |
| Investment Grade Credit |
Barclays Global Aggregate Credit |
USD |
US
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) |
|---|---|---|
| Core High Yield |
Bloomberg US High Yield Corporate Bond 2% Capped Index |
USD |
| Credit |
Bloomberg US Credit Bond |
USD |
| Investment Grade Credit |
Bloomberg US Credit Bond |
USD |
| Long Duration Credit |
Bloomberg US Long Credit Bond | USD |
Emerging Markets
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) |
|---|---|---|
| Emerging Markets Corporate Debt | JP Morgan CEMBI Broad Diversified | USD |
| Emerging Markets Debt Diversified |
JP Morgan EMBI Global Diversified | USD |
| Emerging Markets Debt Opportunities | JP Morgan JEMB Equal-weighted | USD |
| Emerging Markets Local Currency Debt |
JP Morgan GBI EM Global Diversified |
USD |
Government / Municipal
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) |
|---|---|---|
| Government | Barclays US Government Mortgage Bond | USD |
| Municipal High Yield | Barclays Municipal HY Bond | USD |
| Municipal Plus | Barclays Municipal Bond | USD |
| Municipal Short-Intermediate | Barclays Municipal Bond | USD |
| Sovereign | Citigroup World Government Bond | USD |
| Taxable Municipal | Barclays Taxable Municipal | USD EUR |
| US Inflation Adjusted FI | Barclays US Treasury Inflation Protected Securities | USD |