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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

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
Global MSCI World USD  EUR
Global Concentrated MSCI World USD
Global Growth MSCI All Country World USD
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
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
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

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
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

 

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