Marian Poirie

MFS Investment Management® is pleased to announce that the MFS Emerging Markets Equity Trust will now be available to advisors and their clients following its local platform debut with Netwealth.

The Netwealth listing marks the first time advisors can access the globally established Trust, which aims to outperform the MSCI Emerging Markets Index over full market cycles by targeting quality businesses with reasonable valuations.

The Trust applies a long term approach with bottom-up stock selection that leverages MFS’ integrated global research platform to identify stocks from markets around the globe. 

The Trust’s investment approach is unconstrained, highly agile and aligned with MFS’ global investing criteria, which guide the selection of stocks based on five critical attributes: free cash flow, return on invested capital, sound corporate governance, appropriate leverage and reasonable valuation. 

The Trust is managed by a team of five investment professionals, including three portfolio managers and two institutional portfolio managers, each with an average of 23 years’ industry experience.

Final stock decisions taken by the three portfolio managers, José Luis Garcia, Robert Lau and Harry Purcell reflect intelligence gleaned from over 60 analysts stationed around the globe along with other asset class specialists. Among them is MFS’ Emerging Markets Debt team, which also helps the team assess the macro, political and market risks affecting companies across markets.

‘The Trust’s active, fundamental and collaborative approach to assessing value and risk in emerging markets offers investors expert exposure to a highly complex and volatile, yet richly diverse, investing universe’, said Marian Poirier, senior managing director, Australia.

‘We are delighted to partner with Netwealth in meeting advisor demand for this long-established strategy to allow investors to benefit from an experienced team of professionals who are skilled and disciplined in allocating capital responsibly throughout the emerging markets’.

The Trust has been accessible to wholesale investors via the Australian Unit Trust since 2012, and to institutional investors since the strategy’s inception in 2000. It joins the MFS Global Equity Trust and the MFS Global Concentrated Equity Trust as platform-listed solutions available to Australia’s advisory market.

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