Collateral

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.

View Our Global Capabilities

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 JP Morgan Global Government Bond USD
Taxable Municipal Barclays Taxable Municipal USD EUR
US Inflation Adjusted FI Barclays US Treasury Inflation Protected Securities USD
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