MFS Meridian Funds - Prudent Capital A1EUR
LU1442549025, LU1442549538, LU1761538575, LU1442548993, LU1529513373
| Issuer | - |
|---|---|
| Fund provider | MFS Investment Management Company (Lux) S.à.r.l. |
| Fund type/Asset class | Mixed fund |
| Legal form | SICAV |
| Fund issue date | 03/11/2016 |
| Last Update | 16.04.2024 |
| Benchmark | MSCI World Index (USD) and ICE BofA Merrill Lynch 0-3 Month U.S. Treasury Bill Index (USD) |
| Tranche | Private Investors |
Risk Indicator (PRIIP)
3 of 7
Licensed in
D,
A,
CH,
LU
Classification by SFDR
Article 8
EU Taxonomy
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% of Sustainable Investments according to SFDR
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Principal Adverse Impacts
Greenhouse Gas Emissions
Water
Waste
Biodiversity
Energy Efficiency and Fossil Fuels
Social and Employee Matters
Sustainable Development Goals
No explicit details regarding the Sustainable Development Goals
Normal allocation
| Equities | 50 % to 90 % |
|---|---|
| Bonds | 10 % to 50 % |
| Money market/Bank deposits | 0 % |
| Commodities | 0 % |
| Direct investments | 0 % |
| Derivatives | 0 % |
| Other | Cash, cash-equivalent instruments and short-term U.S. government securities 10 % to 50 % |
Sustainability approach
| Principal Adverse Impacts |
Greenhouse Gas Emissions
Energy Efficiency and Fossil Fuels
MFS investment professionals may consider relevant PAIs within their broader ESG integration framework in the investment process and engagement practices based on financial materiality. PAIs are not treated as separate components nor would PAIs drive inve |
|---|---|
| Further remarks on the consideration of SDGs | MFS is supportive of the UN Sustainable Development Goals (SDGs). We consider them to be a useful framework for governments to use to prioritize and evaluate the macroeconomic activities that can reduce and reverse the degradation of environment and socie |
| Rationale behind classification according to SFDR | Article 8 |
| Engagement | Yes, organized internally Link to engagement policy |
| Voting | Yes, organized internally Link to voting policy |
| Best-in/of-Class | No |
| ESG-Integration | Yes MFS Sustainability Approach: Materiality and integration - Our approach is one of integration with a focus on financial materiality. Evaluating and integrating financially material environmental, social and governance (ESG) factors into our fundamental investment process enables us to consistently identify companies that we believe exhibit sustainable, long-term competitive advantages. Sustainability criteria frequently impact our decisions to invest in or avoid securities. |
| Norm-based screening |
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| Themes |
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| Impact Investing |
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| Further information on the sustainability approach | In our view, ESG integration is fundamental to skillful active management and it is essential to our sole purpose: to create value for our clients by allocating capital responsibly. Link to sustainability approach |
Research and Transparency
| In-house sustainability analysis | Yes, 3 dedicated ESG-analysts, but all our analysts are responsible for incorporating ESG in to their assessments |
|---|---|
| Research partners | Yes MSCI, Trucost, ISS, RepRisk, Clarity AI Etc. |
| Percentage of portfolio with sustainability analysis | 100 % |
| Strategically important suppliers included | Yes |
| Sustainability advisory committee | No |
| Analysis of portfolio CO2 | Yes, both forward and backword-looking indicator We measure and monitor the climate change related risks for portfolio companies. |
| Sustainability reporting | Yes We are able to provide a variety of security- and portfolio-level ESG related data to our clients upon request. We publicly disclose our firmwide proxy voting records, as well as those for pooled vehicles managed by MFS, on MFS.com. At the firm level, we |
| At least monthly portfolio publication | Yes Link to monthly portfolio publication |
| Certification/Label awarded by independent auditors |
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Environmental
Exclusion of sectors / areas of business – companies
| Fossil fuels (Coal, Oil and Gas) | No |
|---|---|
| Nuclear power (operation and components) | No |
| Green genetic engineering | No |
| Chlorine and agrochemicals (biocides) | No |
| Other | - |
Exclusion of business practices – companies
| Environmentally damaging behaviour | No |
|---|---|
| Damage to biodiversity | No |
| Other | - |
Exclusion criteria – countries
| Non-ratification of the Paris Climate Agreement | No |
|---|---|
| Non-ratification of the Protocol on Biosafety | No |
| Non-ratification of the UN Biodiversity Convention | No |
| Nuclear power by proportion of gross energy production | No |
| Other | - |
Social
Exclusion of sectors / areas of business – companies
| Weapons/Armaments | No |
|---|---|
| Cluster bombs and anti-personnel mines | Yes |
| Weapons of mass destruction (ABC/CBRN) | No |
| Tobacco products | No |
| Pornography | No |
| Spirits/Alcohol | No |
| Gambling | No |
| Other | - |
Exclusion of business practices – companies
| Labour rights (ILO core labour standards) | No |
|---|---|
| Exploitative child labour | No |
| Violation of human rights | No |
| Animal testing | No |
| Other | - |
Exclusion criteria – countries
| Labour rights | No |
|---|---|
| Violation of human rights | No |
| Military spending as a percentage of GDP | N/A |
| Death penalty, torture | N/A |
| Countries classified by Freedom House as not free | N/A |
| Violations of the Nuclear Non-Proliferation Treaty | N/A |
| Violations of other non-proliferation treaties | N/A |
| Other | - |
Governance
Exclusion of business practices – companies
| Corruption and bribery | No |
|---|---|
| Tax: planned avoidance & detected violations | No |
| Other | - |
Exclusion criteria – countries
| Corruption | N/A |
|---|---|
| Other | - |
More on data availability
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EU Taxonomy
It is possible that reported KPIs for taxonomy eligibility and alignment (being limited to corporate issuers / including only selected economic activities) are low or that KPIs cannot be reported due to limited data availability. Data may be available with a time lag. Data comparability may be limited due to differences in the scope of the economic activities considered. As soon as data is available in sufficient quantity and quality, it will be published in accordance with regulatory requirements.
Quelle: Unternehmensangaben. | Für die Angaben der Unternehmen kann keine Haftung übernommen werden. Die Angaben dienen nur zur Information und stellen keine Beratung oder Empfehlung dar. Bitte beachten Sie den Haftungsausschluss unter www.forum-ng.org/disclaimer. Das FNG-Nachhaltigkeitsprofil bietet nur einen ersten Überblick und ist kein Ersatz für eine eigenständige Analyse. Weiterführende Erläuterungen finden Sie unter www.forum-ng.org
FNG-Sustainability profiles disclaimer
- Bei den vorstehenden Angaben im Rahmen der FNG-Nachhaltigkeitsprofile handelt es sich lediglich um Zusammenstellungen, Übersichten oder Sortierhilfen, die vom Forum Nachhaltige Geldanlagen e.V. wertungsfrei bereitgestellt werden.
- Es wird ausdrücklich darauf hingewiesen, dass das Forum Nachhaltige Geldanlagen e.V. weder die Richtigkeit und Vollständigkeit noch die Plausibilität der in den FNG-Nachhaltigkeitsprofilen enthaltenen Angaben überprüft hat. Diese Angaben beruhen ausschließlich auf den von den jeweiligen Anbietern bereitgestellten Daten, auf die das Forum Nachhaltige Geldanlagen e.V. keinen Einfluss hat.
- Die Aktualität der eingegebenen Daten richtet sich nach dem im FNG-Nachhaltigkeitsprofil des jeweiligen Produkts angegebenen Aktualisierungsdatum, wiedergegeben ist also der Stand zu diesem Datum. Im Zweifel sind die bei der jeweiligen KVG hinterlegten Daten als aktuell zu betrachten. Das Forum Nachhaltige Geldanlagen e.V. hat darauf jedoch keinen Einfluss und kann daher keine Gewähr für eine jederzeitige Aktualität übernehmen, da die FNG-Nachhaltigkeits-Inhalte von den Anbietern selbst zu befüllen und ggf. zu aktualisieren sind.
- Die in den FNG-Nachhaltigkeitsprofilen bereitgestellten Informationen stellen keine Anlageempfehlungen dar. Sie dienen lediglich Informationszwecken zu bestimmten Nachhaltigkeitsaspekten und können weder eine fachgerechte Anlageberatung noch eine qualifizierte Produktaufklärung ersetzen. Es wird daher empfohlen, vor Kauf oder Verkauf der in den FNG-Nachhaltigkeitsprofilen aufgeführten Anlageprodukte die Dienste eines professionellen Anlageberater in Anspruch zu nehmen und die vollständigen Verkaufsunterlagen (insbesondere Verkaufsprospekt) des jeweiligen Anlageprodukts aufmerksam durchzulesen. Insoweit wird ergänzend darauf hingewiesen, dass Anlageprodukte generell mit Verlustrisiken bis hin zu einem Totalverlust behaftet und auch in der Vergangenheit erzielte Gewinne kein zuverlässiger Indikator für zukünftige Ergebnisse sind.