MFS Blended Research Global Equity Trust - Managed Fund

The objective of the MFS Blended Research Global Equity Trust managed fund is MFS uses an active bottom-up approach to buying and selling investments for the Trust. Investments are selected primarily based on blending fundamental and quantitative research. MFS uses fundamental analysis of individual issuers to determine a fundamental rating for an issuer. MFS uses quantitative analysis to determine a quantitative rating for an issuer. MFS combines the fundamental rating with the quantitative rating to create a blended score for an issuer.

The strategy of the MFS Blended Research Global Equity Trust managed fund is MFS uses an active bottom-up approach to buying and selling investments for the Trust. Investments are selected primarily based on blending fundamental and quantitative research. MFS uses fundamental analysis of individual issuers to determine a fundamental rating for an issuer. MFS uses quantitative analysis to determine a quantitative rating for an issuer. MFS combines the fundamental rating with the quantitative rating to create a blended score for an issuer.

The APIR code of the MFS Blended Research Global Equity Trust managed fund is ETL0402AU.

MFS Blended Research Global Equity Trust’s total return last month was 0.15%. This was made up of a growth return of 0.18% and an income return of -0.03%. These returns were calculated as at 31 Aug 2026.

MFS Blended Research Global Equity Trust’s total return for the last three months was 5.06%. This was made up of a growth return of 5.17% and an income return of -0.11%%. These returns were calculated as at 31 Aug 2026.

MFS Blended Research Global Equity Trust’s one-year total return is 16.04%. This was made up of a growth return of 16.35% and an income return of -0.31%. These returns were calculated as at 31 Aug 2026.

MFS Blended Research Global Equity Trust’s one-year total return is 19.05%. This was made up of a growth return of 10.95% and an income return of 8.1%. These returns were calculated as at 31 Aug 2026.

The asset allocation of the MFS Blended Research Global Equity Trust managed fund is :

The MFS Blended Research Global Equity Trust managed fund belongs to the Equity World Large Blend sector/asset class.

As at 31 Jul 2026, the size of the MFS Blended Research Global Equity Trust managed fund was $171.38 million.

The MFS Blended Research Global Equity Trust managed fund has an inception date of 2 Apr 2014.

The current entry price of the MFS Blended Research Global Equity Trust managed fund is $2.2373 per unit and the current exit price is $2.2261 per unit (as at 2 Sep 2026).

The current exit price of the MFS Blended Research Global Equity Trust managed fund is $2.2261 per unit and the current entry price is $2.2373 per unit (as at 2 Sep 2026).

The minimum initial investment amount for the MFS Blended Research Global Equity Trust managed fund is $5,000,000. Minimum additional investment is $0.