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  5. MFS - Global Contrarian Equity Trust - Managed fund profile

MFS - Global Contrarian Equity Trust - Managed Fund

Fund Objective
The Trust aims to seek capital appreciation over a full market cycle (before fees; taxes and expenses) by investing in a diversified portfolio of global equity securities of companies located in developed and Emerging Market countries.
Fund Strategy
The Trust generally focuses its investments in companies whose shares MFS believes are priced at a significant discount to their intrinsic value (""value companies""); which may be due to adverse maket sentiment; a restructuring or other issuer-specific challenges. Thr Trust focuses its investments in companies with medium to large market capitalisations; but may invest in companies of any size. The Trust may invest a relatively large percentage of its assets in a single company or a small number of companies.

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 -% -% -% -% -% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (MSCI World Ex Australia NR AUD)
Total return -4.67% -2.41% 9.42% 12.25% 20.2% 14.65% 15.75% 11.86%
As at 31 Mar 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
International Equities
95.21%
Australian Equities
1.44%
Cash
1.89%
Property
1.18%
Fixed Interest
0.12%
Alternatives
0.16%

General Information

Fund Details
Type Description
MFS - Global Contrarian Equity Trust
Equity Trustees Ltd
ETL8831AU
Equity World Large Value
Not Rated
Investment Fund
11 Mar 2025
n/a
$1.0074 (as at 29 Apr 2025)
$1.0034 (as at 29 Apr 2025)
Open
Offer information
Type Description
MER 0.77% (as at 17 Apr 2025)
Minimum initial investment $500,000

FAQs about the MFS - Global Contrarian Equity Trust

The objective of the MFS - Global Contrarian Equity Trust managed fund is The Trust aims to seek capital appreciation over a full market cycle (before fees; taxes and expenses) by investing in a diversified portfolio of global equity securities of companies located in developed and Emerging Market countries.

The strategy of the MFS - Global Contrarian Equity Trust managed fund is The Trust generally focuses its investments in companies whose shares MFS believes are priced at a significant discount to their intrinsic value (""value companies""); which may be due to adverse maket sentiment; a restructuring or other issuer-specific challenges. Thr Trust focuses its investments in companies with medium to large market capitalisations; but may invest in companies of any size. The Trust may invest a relatively large percentage of its assets in a single company or a small number of companies.

The APIR code of the MFS - Global Contrarian Equity Trust managed fund is ETL8831AU.

MFS - Global Contrarian Equity Trust’s total return last month was -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Mar 2025.

MFS - Global Contrarian Equity Trust’s total return for the last three months was -%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Mar 2025.

MFS - Global Contrarian Equity Trust’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Mar 2025.

MFS - Global Contrarian Equity Trust’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Mar 2025.

The asset allocation of the MFS - Global Contrarian Equity Trust managed fund is :

International Equities
100%
Australian Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the MFS - Global Contrarian Equity Trust managed fund is Equity Trustees Ltd.

The MFS - Global Contrarian Equity Trust managed fund belongs to the Equity World Large Value sector/asset class.

As at , the size of the MFS - Global Contrarian Equity Trust managed fund was $ million.

The MFS - Global Contrarian Equity Trust managed fund has an inception date of 11 Mar 2025.

The current entry price of the MFS - Global Contrarian Equity Trust managed fund is $1.0074 per unit and the current exit price is $1.0034 per unit (as at 29 Apr 2025).

The current exit price of the MFS - Global Contrarian Equity Trust managed fund is $1.0034 per unit and the current entry price is $1.0074 per unit (as at 29 Apr 2025).

The minimum initial investment amount for the MFS - Global Contrarian Equity Trust managed fund is $500,000.

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.