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Multi Manager Invest USA (MFS/Nykredit)

Ranked 436 out of 877 in - US over 12 months
All calculations are in USD unless stated

Managed by

Morten Borg

Morten Borg was born in Denmanrk in 1970. He attended the University of Aarhus where he studied Finance. Morten holds a Masters in Economics and has been a chartered financial analyst since 2005. He started his career as an analyst at Midtbank in Denmark in 1996 and then moved to Jyske Invest in 1999 as a portfolio manager. He currently manages the Jyske Invest European Equities Fund and describes his investment style as VAMOS (valuation, momentum and strength). Outside of fund management, Morten likes nothing better than spending time with his family. He enjoys soccer, music and going to the cinema and theatre.

Paulo Kol

Matthew Krummell

Matthew Krummell is an investment officer and portfolio manager at MFS Investment Management, where he has worked since 2001. Krummell joined the firm as a quantitative equity research analyst, having previously worked as an analyst and portfolio manager at Pioneer Investments. Before this he held positions at Putnam Investments and Mellon Capital Management. Krummell earned a bachelor’s degree from the University of California and a Master of Business Administration from the University of Chicago.

Objective

The fund invests in large cap American equities. Investments will typically focus on 80-120 companies across various industries. Maximum 10% of the Fund's assets may be placed in shares not admitted to trading on an exchange. Investments are made following general policy for sustainable investments.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/10/2016 - 31/10/2017
  • Rank 436/877 Total Return
  • Rank 364/877 Standard Deviation
  • Rank 441/877 Max Drawdown
Fund Name Currency Risk
364 Multi Manager Invest USA (MFS/Nykredit) USD

5.3

364 United US Equity Value Currency Hdg Corp Cl E

Currency exposure is hedged

Currency exposure is hedged

CAD

5.3

366 PWM US Dynamic Growth (USD) USD

5.3

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.9% 2.3% 4.4%
2016 8.2% -0.4% -0.2% 5.1% 3.6%
2015 1.1% 2.2% -0.1% -7.4% 6.9%
2014 13.5% 2.4% 5.4% 1.4% 3.8%
2013 28.3% 10.0% 0.7% 4.5% 10.9%
2012 6.9% 10.7% -6.6% 6.3% -2.8%
2011 -2.4% 5.1% -2.5% -15.2% 12.3%
2010 14.8% 5.0% -11.9% 12.2% 10.6%
2009 25.0% -5.9% 10.7% 12.6% 6.5%
2008 -43.0% -11.0% -1.4% -13.7% -24.7%
2007 9.3% 0.8% 5.7% 3.2% -0.6%
2006 4.0% 7.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Denmark

Fund Info

  • Launch date08/05/2006
  • Share Class size1,625Mn
  • Base currencyDKK
  • ISIN DK0060031177

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment0

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).