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  5. LIB - MFS Fully Hedged Global Equities Trust - Managed fund profile

LIB - MFS Fully Hedged Global Equities Trust - Managed Fund

Fund Objective
To seek capital appreciation over the longer term by investing in an underlying fund, the MFS Global Equity Trust, which itself has a diversified portfolio of global shares. The Trust is fully hedged and aims to outperform its benchmark over full market cycle, before taking into account fees and expenses
Fund Strategy
The Trust invests directly into the MFS Global Equity Trust with a currency hedging strategy overlaid. The MFS Global Equity Trust invests in companies with sustainable above-average growth and returns, and whose prospects are not reflected in their valuation. The value of compounding high returns on capital and above-average growth rates over long time periods is often underestimated by the market. Through fundamental analysis, MFS seeks to identify enduring businesses, focusing on operational risks and the long-term potential for change.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 1% 2.24% -0.72% 2.38% 4.8% 4.78% 4.77% -%
Growth return 1% 2.24% -0.72% 2.38% 4.8% 4.78% 4.77% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Vanguard Intl Shares Index Hdg AUD TR)
Total return 0.87% 5.67% 9.66% 13.17% 16.48% 15.02% 12.89% 11.13%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

LIB - MFS Fully Hedged Global Equities Trust
International Equities
99.51%
Cash
0.49%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
98.27%
Cash
1.45%
Australian Equities
0.06%
Property & Infrastructure
0.20%
Fixed Interest
0.03%
Alternatives
0%

General Information

Fund Details
Type Description
LIB - MFS Fully Hedged Global Equities Trust
Lifeplan Australia Friendly Society Ltd
LIF2581AU
Equity World - Currency Hedged
starstar (as at 30 Jun 2025)
Investment Fund
21 May 2018
$5.87 million (as at 31 Jul 2025)
$1.3437 (as at 29 Aug 2025)
$1.3437 (as at 29 Aug 2025)
Open
Offer information
Type Description
MER 1.22% (as at 22 Jul 2025)
Minimum initial investment $1,000.00
Minimum additional investments $100.00

Top 10 holdings (as at 31 Jul 2025)

Holding (as at 31 Jul 2025) Type % of Portfolio
MFS Global Equity Trust W Mutual Fund - Open End 100.77%
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FAQs about the LIB - MFS Fully Hedged Global Equities Trust

The objective of the LIB - MFS Fully Hedged Global Equities Trust managed fund is To seek capital appreciation over the longer term by investing in an underlying fund, the MFS Global Equity Trust, which itself has a diversified portfolio of global shares. The Trust is fully hedged and aims to outperform its benchmark over full market cycle, before taking into account fees and expenses

The strategy of the LIB - MFS Fully Hedged Global Equities Trust managed fund is The Trust invests directly into the MFS Global Equity Trust with a currency hedging strategy overlaid. The MFS Global Equity Trust invests in companies with sustainable above-average growth and returns, and whose prospects are not reflected in their valuation. The value of compounding high returns on capital and above-average growth rates over long time periods is often underestimated by the market. Through fundamental analysis, MFS seeks to identify enduring businesses, focusing on operational risks and the long-term potential for change.

The APIR code of the LIB - MFS Fully Hedged Global Equities Trust managed fund is LIF2581AU.

LIB - MFS Fully Hedged Global Equities Trust’s total return last month was 1%. This was made up of a growth return of 1% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

LIB - MFS Fully Hedged Global Equities Trust’s total return for the last three months was 2.24%. This was made up of a growth return of 2.24% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

LIB - MFS Fully Hedged Global Equities Trust’s one-year total return is 2.38%. This was made up of a growth return of 2.38% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

LIB - MFS Fully Hedged Global Equities Trust’s one-year total return is 4.78%. This was made up of a growth return of 4.78% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the LIB - MFS Fully Hedged Global Equities Trust managed fund is :

International Equities
99.51%
Cash
0.49%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the LIB - MFS Fully Hedged Global Equities Trust managed fund is Lifeplan Australia Friendly Society Ltd.

The LIB - MFS Fully Hedged Global Equities Trust managed fund belongs to the Equity World - Currency Hedged sector/asset class.

As at 31 Jul 2025, the size of the LIB - MFS Fully Hedged Global Equities Trust managed fund was $5.87 million.

The LIB - MFS Fully Hedged Global Equities Trust managed fund has an inception date of 21 May 2018.

The current entry price of the LIB - MFS Fully Hedged Global Equities Trust managed fund is $1.3437 per unit and the current exit price is $1.3437 per unit (as at 29 Aug 2025).

The current exit price of the LIB - MFS Fully Hedged Global Equities Trust managed fund is $1.3437 per unit and the current entry price is $1.3437 per unit (as at 29 Aug 2025).

The minimum initial investment amount for the LIB - MFS Fully Hedged Global Equities Trust managed fund is $1,000. Minimum additional investment is $100.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.