MFS Meridian Funds - Prudent Capital A1EUR

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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
- Anchorlink to data availability

% of Sustainable Investments according to SFDR
-

Principal Adverse Impacts

PAI PAI

Greenhouse Gas Emissions

PAI

Water

PAI

Waste

PAI

Biodiversity

PAI PAI

Energy Efficiency and Fossil Fuels

PAI

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 Externer Link Link to engagement policy
Voting Yes, organized internally Externer Link 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
-
Themes
-
Impact Investing
-
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. Externer Link 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 Externer Link Link to monthly portfolio publication
Certification/Label awarded by independent auditors
-

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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  1. 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.

FNG-Sustainability profiles disclaimer

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  1. 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.  
  2. 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.
  3. 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.
  4. 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.