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.
Through disciplined, unbiased analysis, we bring breadth and efficiency to our multi-asset and blended research strategies to broaden opportunities while seeking to lower risks.
STRATEGY | BENCHMARK | FACT SHEET(S) |
Blended Research - Global Equity Developed Markets | MSCI World Index | USD EUR |
Blended Research - Global High Dividend Equity | MSCI ACWI High Dividend Yield | USD |
Blended Research Global | MSCI All Country World | USD |
Global Low Volatility | MSCI All Country World | USD CAD GBP |
STRATEGY | BENCHMARK | FACT SHEET(S) |
Blended Research Emerging Markets | MSCI Emerging Markets | USD |
Blended Research European |
MSCI Europe | EUR |
Blended Research US Core | S&P 500 | USD |
Blended Research US Large Cap Growth | Russell 1000 Growth | USD |
Blended Research US Large Cap Value | Russell 1000 Value | USD |
Blended Research US Small Cap | Russell 2000 | USD |
Canadian Low Volatility | S&P/TSX Capped Composite | CAD |
US Equity Income | S&P 500 | USD |
US Low Volatility | S&P 500 | USD |
STRATEGY | BENCHMARK | FACT SHEET(S) |
Blended Research International | MSCI All Country World (ex-US) | USD |