MFS blended research trust added to BT Wrap
MFS Investment Management’s MFS Blended Research Global Equity Rust has been added to BT Wrap.
The trust is the first time a blended research strategy has been made available by MFS to the retail market in Australia.
MFS Investment Management senior managing director, Marian Poirier, said the strategy leveraged two distinct approach to security selection through the continuous assessment of fundamental and quantitative research.
“The strength of this design places clients at the heart of an investment process that has the potential to generate strong risk-adjusted returns in various market cycles,” she said.
'We are pleased the strategy has been added to the platform, and we look forward to engaging with advisors who are looking to access global equity strategies.”
The trust includes fundamental equity and quantitative analysis to build a diversified, large cap core global portfolio.
Recommended for you
Evidentia’s chief investment strategist Nathan Lim has announced his retirement after a 30-year career.
GQG Partners has marked its fifth consecutive month of outflows as its AI concerns lead to fund underperformance but overall funds under management increased to US$166.1 billion.
Apostle Funds Management is actively pursuing further partnerships in Asia and Europe but finding a suitable manager is a “needle in a haystack”.
Managed account provider Trellia Wealth Partners, formed from the merger between Betashares and InvestSense, has appointed its first managing partner.
