The Fund seeks to outperform the MSCI EAFE Index over a full market cycle. Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. MFS Institutional Advisors Inc - MFS Asia Concentrated Equity Development Portfolio is a legal entity registered with LEI implemented by Global Legal Entity Identifier Foundation (GLEIF). He is a member of the firm's global equity portfolio management team. We give you the access and tools to invest like a Wall Street money manager – at a Main Street price. Click the print icon in your browser to print this report. View the SEC offering information from MFS International Concentrated Equity LLC, a Reg D filing. MFS ® Concentrated Global Equity Trust. How the MFS Concentrated Global Equity Trust works 3. [Unnamed Attachment] X0708 D/A LIVE 0001546554 MFS International Concentrated Equity LLC 111 Huntington Ave BOSTON MA MASSACHUSETTS 02199 617-954-5000 DELAWARE None None Limited Liability Company true Inc. MFS Institutional Advisors 111 Huntington Avenue Boston MA MASSACHUSETTS 02199 Director Managing Member of the Issuer Michael W. Roberge 111 … %PDF-1.6 %���� MFS Concentrated Global Equity Trust (“Trust”) and a member of the MFS Investment Management group of companies (“MFS”). Date Filing Type Offered Sold Remaining Min. MFS ® Global Opportunistic Fixed Income Trust : MFS ® Prudent Capital Trust . Martin J. Wolin. MFS Institutional International Equity Fund Fund , MIEIX. We look at investment opportunities across the globe by integrating fundamental equity, quantitative and credit disciplines in our analysis. MFS International Concentrated CIT - The Fund’s investment objective is to seek capital appreciation. The sole purpose of referencing benchmark(s) is to measure performance. SEC form, multiple filers or classes of filers, and much more.***. MFS ® Concentrated Global Equity Trust. Risks of managed investment schemes 5. Honeywell International Inc. HON:US. General Information Fund Details. MFS International Concentrated Equity LLC raised $16,796,460 from 3 investors on 2020-01-22. MFS Institutional International Equity's solid managers and analysts, and consistent process earn its only share class a Morningstar Analyst Rating of Silver. Fees and costs 7. 1 - Amendment to Notice of an Exempt Offering of Securities -- Reg. Add to watchlist. Domestic Equity: 0.000: International Equity: 97.829: Listed Property: 0.000: Unlisted Property: 0.000: Domestic Fixed Interest: 0.000: International Fixed Interest MFS International Concentrated Equity LLC - ‘D/A’ on 1/29/15 Notice of an Exempt Offering of Securities -- Reg. Category: Equity World Large Growth. 1485 0 obj <>stream D - Seq. Established in 1924, MFS is an active, global asset manager with investment offices in Boston, Hong Kong, London, Mexico City, São Paulo, Singapore, Sydney, Tokyo and Toronto. Ryan P. McAllister, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). to see more advanced email alert options such as selecting any type of Performance charts for MFS Investment Funds - Global Concentrated Equity Fund (MGCEQ1E) including intraday, historical and comparison charts, technical analysis and trend lines. MFS International Australia Pty Ltd (“MFSIA”) is the investment manager of the MFS Concentrated Global Equity Trust (“Trust”) and a member of the MFS Investment Management group of companies (“MFS”). 1. He is a member of the firm's global equity portfolio management team. Markets Equity Trust, MFS Concentrated Global Equity Trust, MFS Blended Research Global Equity Trust, MFS Low Volatility Global Equity Trust, MFS Prudent Capital Trust, MFS Global Opportunistic Fixed Income Trust and MFS Global Opportunistic Fixed Income Trust – I Class (“the Trusts”) Product Disclosure Statements (“PDS”) in New Zealand. MFS International Singapore Pte Ltd (MFS) MFS International Singapore Pte Ltd is incorporated in Singapore and is authorised under a capital market service license with the Monetary Authority of Singapore to provide fund management services. MFS ® Global Equity Trust . Funds in the International Equity category must invest at least 90% of their equity assets in countries other than Canada and the United States and at least 70% of their equity assets in developed countries. MFS Concentrated Global Equity Trust W Wholesale Fund Report | Report generated 22 Jan 2021 | Read the Analyst Research Report. Established in 1924, MFS is an active, global asset manager with investment offices in Boston, Hong Kong, London, Mexico City, São Paulo, Singapore, Sydney, Tokyo and Toronto. He is a co-portfolio manager of MFS Global Equity (since 2009), MFS Global Concentrated... Ryan P McAllister Since 30/09/2016 Co-Manager. All text and design is copyright © 2020 WhaleWisdom.com. Investments in securities are subject to market and other risks. ARSN 130 718 188 APIR ETL0172AU Issue Date 20 December 2019. ...or to simply have an email sent to you whenever we receive a new MFS Instl International Equity MIEIX Morningstar Analyst Rating Analyst rating as of Jan 12, 2021. About MFS Concentrated Global Equity Trust MFS Concentrated Global Equity Trust is a unit trust incorporated in Australia. endstream endobj 1444 0 obj <>>>/Filter/Standard/Length 128/O(1E�_~���j���b>�UYܷ=L�Vz[�-��m)/P -1052/R 4/StmF/StdCF/StrF/StdCF/U(A�����Rx����� )/V 4>> endobj 1445 0 obj <> endobj 1446 0 obj <> endobj 1447 0 obj <> endobj 1448 0 obj <>stream The current minimum investment for Mfs International Concentrated Equity LLC is $3000000. Prior to July 1, 2017, the Fund’s benchmark was the MSCI EAFE Index. The MFS Institutional International Equity Fund seeks to outperform the MSCI EAFE Index … 0 View & analyze the 0P0000KP66 fund chart by total assets, … MFS June 30 Distribution Flyer Fund Report | 16 Jan 2021. Financial Year Total Returns. Established in 1924, MFS is an active, global asset manager with investment offices in Boston, Hong Kong, London, Mexico City, São How do I update this listing? SEC.report. The Legal Entity Identifier (LEI) is 549300T886CRVD4W5Z04. 500 BOYLSTON STREET. About Equity Trustees Limited 2. MFS International Concentrated Equity LLC. Ryan P. McAllister, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). Effective December 1, 2017, the management fees for certain series of the Fund were reduced. MFS ® Blended Research Global Equity Trust. Start a … • Private Equity How we invest your money 6. Sign in to see. 30.81-0.39-1.25%. Honeywell International Inc. HON:US. MFS ® Emerging Markets Equity Trust. MFS ® Emerging Markets Equity Trust. From humble beginnings in Boston to what's now a global footprint that stretches from São Paulo, Brazil to Sydney, Australia, MFS has spent nearly a century honing its collaborative investment process to build better insights for clients. Since then, the company has guided investors through every market condition on record. Relationship likelihood: Strong. MFS INTERNATIONAL GROWTH EQUITY CIT CL 4- Performance charts including intraday, historical charts and prices and keydata. The address is C/O Massachusetts Financial Services Company, 111 Huntington Avenue, Boston, Massachusetts, 02199, United States Get MFS Blended Research International Equity Fund Class C (BRXCX:NASDAQ) real-time stock quotes, news, price and financial information from CNBC. MFS has been managing pooled vehicles/investment funds and/or discretionary funds in Singapore since 1997. Ryan joined... FE fundinfo Alpha Manager Rated. He is a co-portfolio manager of MFS Global Equity (since 2009), MFS Global Concentrated... Ryan P McAllister Since 30/09/2016 Co-Manager. The filing was for a pooled investment fund: other investment fund The notice included securities offered of Pooled Investment Fund Interests, ***Log In or MFS International Singapore Pte Ltd (MFS) MFS International Singapore Pte Ltd is incorporated in Singapore and is authorised under a capital market service license with the Monetary Authority of Singapore to provide fund management services. Profile; Performance; History ; December 31, 2020 The Fund seeks to achieve long-term capital appreciation by investing primarily in equity securities of companies in any country outside of Canada and the United States. Roger M. Morley is an investment officer and an equity portfolio manager at MFS Investment Management® (MFS®). Management has no ownership stake in the fund. About MFS Concentrated Global Equity Trust MFS Concentrated Global Equity Trust is a unit trust incorporated in Australia. MFS Institutional International Equity's solid managers and analysts, and consistent process earn its only share class a Morningstar Analyst Rating of Silver. MFS ® Blended Research Global Equity Trust. Fund profile. This Product Disclosure Statement (“PDS”) has been prepared and issued by Equity Trustees Limited (“Equity Trustees”, “we” or “Responsible Entity”) and is a summary of the significant information relating to an investment in the MFS Concentrated Global Equity … h�bbd```b``a��A$�n0��~"�T�jf�H ��� �7@$� Please see the Fund Facts document for further details. View the SEC offering information from MFS International Concentrated Equity LLC, a Reg D filing. Mfs International Concentrated Equity LLC is a other private fund operated by Mfs Investment Management and has approximately $65.7 million in assets. How managed investment schemes are taxed 8. 4.44%. … About the investment manager of the MFS Concentrated Global Equity Trust (“Trust”) and a member of the MFS Investment Management group of companies (“MFS”). Please note, not all equities are covered by this module due to inconsistencies in global equity categorizations. The Quantitative Fair Value Estimate is based on a statistical model derived from the Fair Value Estimate Morningstar’s equity analysts assign to companies which includes a financial forecast of the company. MFS Instl International Equity MIEIX Morningstar Analyst Rating Analyst rating as of Jan 12, 2021. MFS International Concentrated Equity LLC Filings. MFS International Equity Fund is an open-end fund incorporated in Canada. Form D/A (Filer) Published: 2020-01-22 13:16:12 Submitted: 2020-01-22 Filing Agent: MFS International Concentrated Equity LLC Period Ending In: 2020-01-22. MFS International equity positions weight fundamental analysis lookup allows you to check this and other indicators for MFS International New or any other equity instrument. Sign-up MFS International Concentrated Equity LLC - ‘D/A’ on 1/23/19 Notice of an Exempt Offering of Securities -- Reg. 4��p��bTHg� MFS ® Fully Hedged Global Equity Trust. MFS International Concentrated Equity is based out of Boston. AboutthisPDS. Massachusetts Financial Services Company, d/b/a MFS Investment Management (“MFS”), which is also an investment adviser registered with the SEC. BOSTON MA 02116. Business Phone: 617-954-4357. Performance. Currency is in AUD unless otherwise specified. The Quantitative Fair Value Estimate is calculated daily. endstream endobj startxref MFS INTERNATIONAL CONCENTRATED EQUITY LLC, Other Private Fund PRIVATE EQUITY FUND WITH REDEMPTION RIGHTS IN THE ORDINARY COURSE, Name(s) of Parter, Manager, Trustee, or Director, POOLED INVESTMENT FUND: OTHER INVESTMENT FUND, POOLED INVESTMENT FUND: PRIVATE EQUITY FUND. MFS Global Concentrated Equity’s shrewd team and disciplined process make it an excellent choice for global equity exposure. The Legal Entity Identifier (LEI) is 549300T886CRVD4W5Z04. 1443 0 obj <> endobj Other information TheReferenceGuide The Trustee is not constrained to any particular investment style. 12:00 AM NAV. Canada Life Pathways International Concentrated Equity Fund (C WorldWide) Q. MFS Global Concentrated Equity’s shrewd team and disciplined process make it an excellent choice for global equity exposure. MFS Global Equity’s shrewd team and disciplined process make it an excellent choice. Roger M. Morley is an investment officer and an equity portfolio manager at MFS Investment Management® (MFS®). On April 1, 2016, Fidelity International Value Fund was renamed Fidelity International Concentrated Equity Fund. Product Disclosure Statement. Form D contains basic information about the offering and the company. The Legal Entity Identifier (LEI) is 549300BI4GYTLMJF5K22. The latest fund information for MFS Concentrated Global Equity Trust Wholesale, including fund prices, fund performance, ratings, analysis, ratios & manager information. MFS Concentrated Global Equity Trust Wholesale (Wholesale) Responsible Entity: Equity Trustees Ltd: APIR Code: ETL0172AU: Sector/Asset Class: Equity World Large Growth: Morningstar Rating (as at 31 Dec 2020) Legal Structure: Investment Fund: Fund Inception: 30 Jun 2008: Fund Size: $819.58 million (as at 31 Oct 2020) Entry Price ← Back to search Currently Viewing: DocumentHTML 0001546554-21-000001.txt Link to this page Quote Fund Analysis Performance Risk Price Portfolio People Parent All Funds by Classification %%EOF primary_doc.html Zoom In Zoom Out > SEC … Fund fact. Frank Louis Tarantino. Relationship likelihood: Strong. Fund: MFS Concentrated Global Equity Trust W. Index: MSCI World Ex Australia NR AUD. 153.1345K. Sun Life MFS International Value Fund Series A Additional series available $26.7298 CAD Net asset value per security (NAVPS) as of January 21, 2021 $0.0525 | 0.20% Benchmark MSCI EAFE C$ Index Fund category International Equity MorningstarTM Rating ★★★★★ Funds in category 551 Mutual fund categories are maintained by the Canadian Investment Funds Standards Committee (CIFSC). MFS INTERNATIONAL CONCENTRATED CIT 1- Performance charts including intraday, historical charts and prices and keydata. MFS INTERNATIONAL GROWTH EQUITY CIT CL 4- Performance charts including intraday, historical charts and prices and keydata. 37.4758M. 4.44%. Active Schedule 13D and 13G events. All rights reserved. About Form D/A. Form D Filings. The profitability module also shows relationships between MFS Research's most relevant fundamental drivers. The address is 111 Huntington Avenue, Boston, Massachusetts, 02199, … 12:00 AM NAV. Insider Transactions in the past year. 153.1345K. MFS Investment Funds - Global Concentrated Equity Fund is an open-end fund incorporated in Luxembourg. MFS June 30 Distribution Flyer MFS Concentrated Global Equity Trust. MFS offers client-focused investment strategies across all major asset classes. MFS Japan Concentrated Equity Development Portfolio is a legal entity registered with LEI implemented by Global Legal Entity Identifier Foundation (GLEIF). Type: Description: Fund Name: MFS Concentrated Global Equity Trust Wholesale (Wholesale) Responsible Entity: Equity Trustees Ltd: APIR Code: ETL0172AU: Sector/Asset Class: Equity World Large Growth: Morningstar Rating (as at 31 Dec 2020) MFS Canadian Balanced Growth Composite MFS Canadian Monthly Income Composite MFS Canadian-Focused Balanced Core Composite MFS Canadian-Focused Balanced Growth Composite MFS Canadian-Focused Balanced Growth Pension Restricted Comp MFS Canadian-Focused Balanced Responsible Composite MFS Canadian-Focused Balanced Value Composite MFS Domestic Balanced Composite MFS … 31 Dec 2020. D -- primary_doc.xml/7.7 - Accession Number 0001378639-15-000007 - Filing - SEC MFS International Australia Pty Ltd (“MFSIA”) is the investment manager of the MFS Concentrated Global Equity Trust (“Trust”) and a member of the MFS Investment Management group of companies (“MFS”). It is important that you be aware of the following before accessing the linked website: The terms and conditions of the site, which can be found at the bottom of the site, may differ from the terms and conditions of the site you are currently on; How to apply 9. MFS Global Equity’s shrewd team and disciplined process make it an excellent choice. investment Invest. ← Back to search Currently Viewing: DocumentHTML 0001546554-21-000001.txt Link to this page MFS ® Fully Hedged Global Equity Trust. International Equities 94.69% Cash 3.49% Australian Equities 0.92% Property 0.66% Fixed Interest 0.10% Alternatives 0.14%. MFS International Australia Pty Ltd ABN 68 607 579 537, AFSL 485343 Client Services MFS International Australia Pty Ltd Phone: +612 9228 0400 Fax: +612 9228 0401 Email: clientserviceaustralia@mfs.com Web: www.mfs.com Responsible Entity Equity Trustees Limited ABN 46 004 031 298, AFSL 240975 GPO Box 2307 Melbourne VIC 3001 Ph: +613 8623 5000 Performance charts for MFS Investment Funds - Global Concentrated Equity Fund (MGCEQ3S) including intraday, historical and comparison charts, technical analysis and trend lines. Start a 14-Day Free Trial �͓D%@LU3a���s������k1���?�e���kov\�!�S���vIu4�,,;�ah. 1 - Amendment to Notice of an Exempt Offering of Securities -- Reg. 13F filing from MFS INTERNATIONAL CONCENTRATED EQUITY LLC, enter your Growth of $10,000 . The address is 111 Huntington Avenue, Boston, Massachusetts, 02199, … Asset Allocation Top Instruments Asset Allocation Top Sectors MFS has been managing pooled vehicles/investment funds and/or discretionary funds in Singapore since 1997. MFS announced that Robert Lau of MFS Emerging Markets Equity will step down on Aug. 1, 2021, to focus on his responsibilities at MFS International Small-Mid Cap Equity. mfs international concentrated equity llc. Executive Officer at Mfs International Concentrated Equity LLC. 37.4758M. The firm last filed a Form D notice of exempt offering of securities on 2021-01-22. Form D/A Mfs International Concentrated Equity Llc [Amend] Notice of Exempt Offering of Securities, items 06b, 3C, and 3C.7. MFS ® Global Opportunistic Fixed Income Trust : MFS ® Prudent Capital Trust . Add to watchlist. The Fund's investment objective is to seek capital … MFS Concentrated Global Equity Trust W 0;��fW�U�u���Y I�5�@��-&FV�]��|������o�w� a�u Asset class International shares - concentrated Inception date 21 November 2018 Investment menu code UF08A APIR code ALL0146AU Investment management cost (ICR)1 0.90%p.a. Normally the Fund’s assets are primarily invested in foreign equity securities. Benefits of investing in the MFS Concentrated Global Equity Trust 4. • BOSTON, MA It shows the biggest growth over 10 years for the Sun Life MFS International Value Fund, Series F ending with $33,996. 1463 0 obj <>/Encrypt 1444 0 R/Filter/FlateDecode/ID[<8DA58153BC8DE7B8B9BD653C1AF4A63A>]/Index[1443 43]/Info 1442 0 R/Length 107/Prev 265858/Root 1445 0 R/Size 1486/Type/XRef/W[1 3 1]>>stream Find our live Mfs Investment Funds - Global Concentrated Equity Fund Euro Class fund basic information. MFS was founded in 1924. You can also select from a set of available indicators by clicking on the link to the right. email address below and choose 'Submit'. D -- primary_doc.xml/7.8 - Accession Number 0001546554-19-000001 - Filing - SEC MFS Institutional International Equity Fund Fund , MIEIX. Fund Advisor at Massachusetts Financial Services Company. MFS ® Global Equity Trust . Is this fund right for you? MFS International Australia Pty Ltd ABN 68 607 579 537, AFSL 485343 Client Services MFS International Australia Pty Ltd Phone: +612 9228 0400 Fax: +612 9228 0401 Email: clientserviceaustralia@mfs.com Web: www.mfs.com Responsible Entity Equity Trustees Limited ABN 46 004 031 298, AFSL 240975 GPO Box 2307 Melbourne VIC 3001 Ph: +613 8623 5000 The line graph compares the growth of a $10 000 investment from October 2010 to December 2020 for the Sun Life MFS International Value Fund, Series F, with the MSCI EAFE Index and the International Equity Category Average. MFS Japan Concentrated Equity Development Portfolio is a legal entity registered with LEI implemented by Global Legal Entity Identifier Foundation (GLEIF). �e���������z@�K7b���h3|� �e޸��o�!�t޴[Ƭ� -5��&D��F1!O�m�Hu���q��Kl?�{�����bW�ek���\�I��;�R.V�)5?� �m��h,@�G��rkx��M�r��(�+��L0�s�٘�d.�>p�]��p������Ӥ�.��pt����孻I!SU�V�����ѭ�8V����r �7�=d2{4���Sqk[��8��QnIh��V\�a���C�n7%pA�)wH���=�i��֣_����y�6Bs����+�W�@=�l��pWr���%���{hu� E��4Rh��t�&��eaP��j�x�3���8o������jX��#Y� Established in 1924, MFS is an active, global asset manager with investment offices in Boston, Hong Kong, London, Mexico City, São Paulo, Singapore, Sydney, Tokyo and Toronto. It provides multiple suggestions of what could affect the performance of MFS Research International over time as well as its relative position and ranking within … Australian Dollar MFS Prudent Capital Composite in AUD MFS Asia ex Japan Composite in AUD MFS Asia Pacific ex Japan Composite in AUD MFS Australian Research Equity Composite MFS Blended Research - Emerging Markets Equity Composite in MFS Blended Research - Global Equity Composite in AUD MFS Blended Research - Global Equity Developed Markets Compo MFS Blended Research - Global Equity … D - Seq. Share. It is a projection/opinion and not a statement of fact. View Our Global Capabilities The MFS MFS ® Concentrated Global Equity Trust summary. See null pricing, performance snapshot, ratings, historical returns, risk considerations, and more. You have selected a change in location. No Form 4's are available. 30.81-0.39-1.25%. Street money manager – at a Main Street price then, the Fund were reduced Report. 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