MFS International Concentrated Equity LLC Filings. … 1443 0 obj <> endobj 0;��fW�U�u���Y I�5�@��-&FV�]��|������o�w� a�u 37.4758M. 30.81-0.39-1.25%. MFS ® Emerging Markets Equity Trust. ARSN 130 718 188 APIR ETL0172AU Issue Date 20 December 2019. MFS Institutional International Equity Fund Fund , MIEIX. Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Type: Description: Fund Name: MFS Concentrated Global Equity Trust Wholesale (Wholesale) Responsible Entity: Equity Trustees Ltd: APIR Code: ETL0172AU: Sector/Asset Class: Equity World Large Growth: Morningstar Rating (as at 31 Dec 2020) Massachusetts Financial Services Company, d/b/a MFS Investment Management (“MFS”), which is also an investment adviser registered with the SEC. Ryan P. McAllister, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). • BOSTON, MA endstream endobj startxref Honeywell International Inc. HON:US. endstream endobj 1444 0 obj <>>>/Filter/Standard/Length 128/O(1E�_~���j���b>�UYܷ=L�Vz[�-��m)/P -1052/R 4/StmF/StdCF/StrF/StdCF/U(A�����Rx����� )/V 4>> endobj 1445 0 obj <> endobj 1446 0 obj <> endobj 1447 0 obj <> endobj 1448 0 obj <>stream Asset Allocation Top Instruments Asset Allocation Top Sectors Performance charts for MFS Investment Funds - Global Concentrated Equity Fund (MGCEQ3S) including intraday, historical and comparison charts, technical analysis and trend lines. MFS International Australia Pty Ltd (“MFSIA”) is the investment manager of the MFS Concentrated Global Equity Trust (“Trust”) and a member of the MFS Investment Management group of companies (“MFS”). MFS ® Blended Research Global Equity Trust. View & analyze the 0P0000KP66 fund chart by total assets, … MFS International Concentrated Equity is based out of Boston. h�bbd```b``a��A$�n0��~"�T�jf�H ��� �7@$� All rights reserved. About MFS Concentrated Global Equity Trust MFS Concentrated Global Equity Trust is a unit trust incorporated in Australia. Get MFS Blended Research International Equity Fund Class C (BRXCX:NASDAQ) real-time stock quotes, news, price and financial information from CNBC. Benefits of investing in the MFS Concentrated Global Equity Trust 4. MFS ® Fully Hedged Global Equity Trust. He is a member of the firm's global equity portfolio management team. MFS has been managing pooled vehicles/investment funds and/or discretionary funds in Singapore since 1997. Fees and costs 7. MFS Japan Concentrated Equity Development Portfolio is a legal entity registered with LEI implemented by Global Legal Entity Identifier Foundation (GLEIF). About Equity Trustees Limited 2. Form D/A Mfs International Concentrated Equity Llc [Amend] Notice of Exempt Offering of Securities, items 06b, 3C, and 3C.7. It shows the biggest growth over 10 years for the Sun Life MFS International Value Fund, Series F ending with $33,996. General Information Fund Details. mfs international concentrated equity llc. Markets Equity Trust, MFS Concentrated Global Equity Trust, MFS Blended Research Global Equity Trust, MFS Low Volatility Global Equity Trust, MFS Prudent Capital Trust, MFS Global Opportunistic Fixed Income Trust and MFS Global Opportunistic Fixed Income Trust – I Class (“the Trusts”) Product Disclosure Statements (“PDS”) in New Zealand. The sole purpose of referencing benchmark(s) is to measure performance. 4.44%. MFS ® Global Equity Trust . Fund: MFS Concentrated Global Equity Trust W. Index: MSCI World Ex Australia NR AUD. Start a 14-Day Free Trial MFS International Concentrated Equity LLC. The Quantitative Fair Value Estimate is based on a statistical model derived from the Fair Value Estimate Morningstar’s equity analysts assign to companies which includes a financial forecast of the company. MFS announced that Robert Lau of MFS Emerging Markets Equity will step down on Aug. 1, 2021, to focus on his responsibilities at MFS International Small-Mid Cap Equity. MFS INTERNATIONAL CONCENTRATED CIT 1- Performance charts including intraday, historical charts and prices and keydata. Established in 1924, MFS is an active, global asset manager with investment offices in Boston, Hong Kong, London, Mexico City, São Paulo, Singapore, Sydney, Tokyo and Toronto. MFS offers client-focused investment strategies across all major asset classes. MFS Instl International Equity MIEIX Morningstar Analyst Rating Analyst rating as of Jan 12, 2021. MFS Institutional International Equity's solid managers and analysts, and consistent process earn its only share class a Morningstar Analyst Rating of Silver. See null pricing, performance snapshot, ratings, historical returns, risk considerations, and more. ...or to simply have an email sent to you whenever we receive a new Form D Filings. Effective December 1, 2017, the management fees for certain series of the Fund were reduced. MFS Concentrated Global Equity Trust W MFS Concentrated Global Equity Trust. The profitability module also shows relationships between MFS Research's most relevant fundamental drivers. Mfs International Concentrated Equity LLC is a other private fund operated by Mfs Investment Management and has approximately $65.7 million in assets. The MFS MFS ® Concentrated Global Equity Trust summary. MFS June 30 Distribution Flyer D -- primary_doc.xml/7.8 - Accession Number 0001546554-19-000001 - Filing - SEC • Private Equity Canada Life Pathways International Concentrated Equity Fund (C WorldWide) Q. MFS International equity positions weight fundamental analysis lookup allows you to check this and other indicators for MFS International New or any other equity instrument. The MFS Institutional International Equity Fund seeks to outperform the MSCI EAFE Index … D - Seq. 1 - Amendment to Notice of an Exempt Offering of Securities -- Reg. Sign in to see. Risks of managed investment schemes 5. How managed investment schemes are taxed 8. How do I update this listing? Date Filing Type Offered Sold Remaining Min. Australian Dollar MFS Prudent Capital Composite in AUD MFS Asia ex Japan Composite in AUD MFS Asia Pacific ex Japan Composite in AUD MFS Australian Research Equity Composite MFS Blended Research - Emerging Markets Equity Composite in MFS Blended Research - Global Equity Composite in AUD MFS Blended Research - Global Equity Developed Markets Compo MFS Blended Research - Global Equity … MFS International Concentrated Equity LLC - ‘D/A’ on 1/23/19 Notice of an Exempt Offering of Securities -- Reg. MFS International Concentrated CIT - The Fund’s investment objective is to seek capital appreciation. ← Back to search Currently Viewing: DocumentHTML 0001546554-21-000001.txt Link to this page About Form D/A. Is this fund right for you? MFS International Concentrated Equity LLC - ‘D/A’ on 1/29/15 Notice of an Exempt Offering of Securities -- Reg. The firm last filed a Form D notice of exempt offering of securities on 2021-01-22. The filing was for a pooled investment fund: other investment fund The notice included securities offered of Pooled Investment Fund Interests, ***Log In or Martin J. Wolin. Add to watchlist. MFS ® Concentrated Global Equity Trust. Insider Transactions in the past year. MFS Global Equity’s shrewd team and disciplined process make it an excellent choice. Established in 1924, MFS is an active, global asset manager with investment offices in Boston, Hong Kong, London, Mexico City, São Paulo, Singapore, Sydney, Tokyo and Toronto. MFS International Australia Pty Ltd ABN 68 607 579 537, AFSL 485343 Client Services MFS International Australia Pty Ltd Phone: +612 9228 0400 Fax: +612 9228 0401 Email: clientserviceaustralia@mfs.com Web: www.mfs.com Responsible Entity Equity Trustees Limited ABN 46 004 031 298, AFSL 240975 GPO Box 2307 Melbourne VIC 3001 Ph: +613 8623 5000 The Fund's investment objective is to seek capital … %%EOF MFS June 30 Distribution Flyer MFS INTERNATIONAL GROWTH EQUITY CIT CL 4- Performance charts including intraday, historical charts and prices and keydata. Currency is in AUD unless otherwise specified. The Trustee is not constrained to any particular investment style. [Unnamed Attachment] X0708 D/A LIVE 0001546554 MFS International Concentrated Equity LLC 111 Huntington Ave BOSTON MA MASSACHUSETTS 02199 617-954-5000 DELAWARE None None Limited Liability Company true Inc. MFS Institutional Advisors 111 Huntington Avenue Boston MA MASSACHUSETTS 02199 Director Managing Member of the Issuer Michael W. Roberge 111 … email address below and choose 'Submit'. Prior to July 1, 2017, the Fund’s benchmark was the MSCI EAFE Index. 153.1345K. 1463 0 obj <>/Encrypt 1444 0 R/Filter/FlateDecode/ID[<8DA58153BC8DE7B8B9BD653C1AF4A63A>]/Index[1443 43]/Info 1442 0 R/Length 107/Prev 265858/Root 1445 0 R/Size 1486/Type/XRef/W[1 3 1]>>stream The line graph compares the growth of a $10 000 investment from October 2010 to December 2020 for the Sun Life MFS International Value Fund, Series F, with the MSCI EAFE Index and the International Equity Category Average. Frank Louis Tarantino. Active Schedule 13D and 13G events. Ryan P. McAllister, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). Product Disclosure Statement. 1. 1 - Amendment to Notice of an Exempt Offering of Securities -- Reg. MFS Concentrated Global Equity Trust (“Trust”) and a member of the MFS Investment Management group of companies (“MFS”). Category: Equity World Large Growth. Normally the Fund’s assets are primarily invested in foreign equity securities. Since then, the company has guided investors through every market condition on record. MFS INTERNATIONAL CONCENTRATED EQUITY LLC, Other Private Fund PRIVATE EQUITY FUND WITH REDEMPTION RIGHTS IN THE ORDINARY COURSE, Name(s) of Parter, Manager, Trustee, or Director, POOLED INVESTMENT FUND: OTHER INVESTMENT FUND, POOLED INVESTMENT FUND: PRIVATE EQUITY FUND. SEC.report. MFS International Singapore Pte Ltd (MFS) MFS International Singapore Pte Ltd is incorporated in Singapore and is authorised under a capital market service license with the Monetary Authority of Singapore to provide fund management services. View the SEC offering information from MFS International Concentrated Equity LLC, a Reg D filing. MFS Global Concentrated Equity’s shrewd team and disciplined process make it an excellent choice for global equity exposure. MFS Institutional International Equity's solid managers and analysts, and consistent process earn its only share class a Morningstar Analyst Rating of Silver. MFS ® Global Equity Trust . Form D/A (Filer) Published: 2020-01-22 13:16:12 Submitted: 2020-01-22 Filing Agent: MFS International Concentrated Equity LLC Period Ending In: 2020-01-22. The Quantitative Fair Value Estimate is calculated daily. 153.1345K. Profile; Performance; History ; December 31, 2020 The Fund seeks to achieve long-term capital appreciation by investing primarily in equity securities of companies in any country outside of Canada and the United States. Find our live Mfs Investment Funds - Global Concentrated Equity Fund Euro Class fund basic information. primary_doc.html Zoom In Zoom Out > SEC … MFS Instl International Equity MIEIX Morningstar Analyst Rating Analyst rating as of Jan 12, 2021. MFS was founded in 1924. 31 Dec 2020. MFS International Singapore Pte Ltd (MFS) MFS International Singapore Pte Ltd is incorporated in Singapore and is authorised under a capital market service license with the Monetary Authority of Singapore to provide fund management services. 4.44%. Investments in securities are subject to market and other risks. MFS Institutional International Equity Fund Fund , MIEIX. Relationship likelihood: Strong. View the SEC offering information from MFS International Concentrated Equity LLC, a Reg D filing. Management has no ownership stake in the fund. MFS ® Concentrated Global Equity Trust. It is a projection/opinion and not a statement of fact. How we invest your money 6. D -- primary_doc.xml/7.7 - Accession Number 0001378639-15-000007 - Filing - SEC MFS Institutional Advisors Inc - MFS Asia Concentrated Equity Development Portfolio is a legal entity registered with LEI implemented by Global Legal Entity Identifier Foundation (GLEIF). Sign-up MFS ® Global Opportunistic Fixed Income Trust : MFS ® Prudent Capital Trust . Roger M. Morley is an investment officer and an equity portfolio manager at MFS Investment Management® (MFS®). 12:00 AM NAV. Share. Growth of $10,000 . MFS ® Emerging Markets Equity Trust. Please note, not all equities are covered by this module due to inconsistencies in global equity categorizations. Please see the Fund Facts document for further details. MFS Japan Concentrated Equity Development Portfolio is a legal entity registered with LEI implemented by Global Legal Entity Identifier Foundation (GLEIF). MFS INTERNATIONAL GROWTH EQUITY CIT CL 4- Performance charts including intraday, historical charts and prices and keydata. MFS Canadian Balanced Growth Composite MFS Canadian Monthly Income Composite MFS Canadian-Focused Balanced Core Composite MFS Canadian-Focused Balanced Growth Composite MFS Canadian-Focused Balanced Growth Pension Restricted Comp MFS Canadian-Focused Balanced Responsible Composite MFS Canadian-Focused Balanced Value Composite MFS Domestic Balanced Composite MFS … All text and design is copyright © 2020 WhaleWisdom.com. 13F filing from MFS INTERNATIONAL CONCENTRATED EQUITY LLC, enter your The current minimum investment for Mfs International Concentrated Equity LLC is $3000000. The address is C/O Massachusetts Financial Services Company, 111 Huntington Avenue, Boston, Massachusetts, 02199, United States MFS ® Blended Research Global Equity Trust. MFS Investment Funds - Global Concentrated Equity Fund is an open-end fund incorporated in Luxembourg. 30.81-0.39-1.25%. MFS International Australia Pty Ltd ABN 68 607 579 537, AFSL 485343 Client Services MFS International Australia Pty Ltd Phone: +612 9228 0400 Fax: +612 9228 0401 Email: clientserviceaustralia@mfs.com Web: www.mfs.com Responsible Entity Equity Trustees Limited ABN 46 004 031 298, AFSL 240975 GPO Box 2307 Melbourne VIC 3001 Ph: +613 8623 5000 500 BOYLSTON STREET. You can also select from a set of available indicators by clicking on the link to the right. He is a co-portfolio manager of MFS Global Equity (since 2009), MFS Global Concentrated... Ryan P McAllister Since 30/09/2016 Co-Manager. The Legal Entity Identifier (LEI) is 549300T886CRVD4W5Z04. AboutthisPDS. MFS Global Equity’s shrewd team and disciplined process make it an excellent choice. International Equities 94.69% Cash 3.49% Australian Equities 0.92% Property 0.66% Fixed Interest 0.10% Alternatives 0.14%. How to apply 9. Fund Advisor at Massachusetts Financial Services Company. Asset class International shares - concentrated Inception date 21 November 2018 Investment menu code UF08A APIR code ALL0146AU Investment management cost (ICR)1 0.90%p.a. �e���������z@�K7b���h3|� �e��o�!�t[Ƭ� -5��&D��F1!O�m�Hu���q��Kl?�{�����bW�ek���\�I��;�R.V�)5?� �m��h,@�G��rkx��M�r��(�+��L0�s�٘�d.�>p�]��p������Ӥ�.��pt����孻I!SU�V�����ѭ�8V����r �7�=d2{4���Sqk[��8��QnIh��V\�a���C�n7%pA�)wH���=�i��֣_����y�6Bs����+�W�@=�l��pWr���%���{hu� E��4Rh��t�&��eaP��j�x�3���8o������jX��#Y� MFS International Concentrated Equity LLC raised $16,796,460 from 3 investors on 2020-01-22. Ryan joined... FE fundinfo Alpha Manager Rated. This Product Disclosure Statement (“PDS”) has been prepared and issued by Equity Trustees Limited (“Equity Trustees”, “we” or “Responsible Entity”) and is a summary of the significant information relating to an investment in the MFS Concentrated Global Equity … Financial Year Total Returns. Form D contains basic information about the offering and the company. About the investment manager of the MFS Concentrated Global Equity Trust (“Trust”) and a member of the MFS Investment Management group of companies (“MFS”). Performance. 37.4758M. Established in 1924, MFS is an active, global asset manager with investment offices in Boston, Hong Kong, London, Mexico City, São Paulo, Singapore, Sydney, Tokyo and Toronto. No Form 4's are available. ← Back to search Currently Viewing: DocumentHTML 0001546554-21-000001.txt Link to this page Other information TheReferenceGuide Established in 1924, MFS is an active, global asset manager with investment offices in Boston, Hong Kong, London, Mexico City, São MFS Concentrated Global Equity Trust Wholesale (Wholesale) Responsible Entity: Equity Trustees Ltd: APIR Code: ETL0172AU: Sector/Asset Class: Equity World Large Growth: Morningstar Rating (as at 31 Dec 2020) Legal Structure: Investment Fund: Fund Inception: 30 Jun 2008: Fund Size: $819.58 million (as at 31 Oct 2020) Entry Price BOSTON MA 02116. Business Phone: 617-954-4357. Relationship likelihood: Strong. The Legal Entity Identifier (LEI) is 549300T886CRVD4W5Z04. D - Seq. It provides multiple suggestions of what could affect the performance of MFS Research International over time as well as its relative position and ranking within … We look at investment opportunities across the globe by integrating fundamental equity, quantitative and credit disciplines in our analysis. 12:00 AM NAV. MFS Global Concentrated Equity’s shrewd team and disciplined process make it an excellent choice for global equity exposure. to see more advanced email alert options such as selecting any type of Fund profile. The Fund seeks to outperform the MSCI EAFE Index over a full market cycle. Executive Officer at Mfs International Concentrated Equity LLC. He is a co-portfolio manager of MFS Global Equity (since 2009), MFS Global Concentrated... Ryan P McAllister Since 30/09/2016 Co-Manager. �͓D%@LU3a���s������k1���?�e���kov\�!�S���vIu4�,,;�ah. It is important that you be aware of the following before accessing the linked website: The terms and conditions of the site, which can be found at the bottom of the site, may differ from the terms and conditions of the site you are currently on; The Legal Entity Identifier (LEI) is 549300BI4GYTLMJF5K22. %PDF-1.6 %���� Sun Life MFS International Value Fund Series A Additional series available $26.7298 CAD Net asset value per security (NAVPS) as of January 21, 2021 $0.0525 | 0.20% Benchmark MSCI EAFE C$ Index Fund category International Equity MorningstarTM Rating ★★★★★ Funds in category 551 Mutual fund categories are maintained by the Canadian Investment Funds Standards Committee (CIFSC). He is a member of the firm's global equity portfolio management team. Honeywell International Inc. HON:US. How the MFS Concentrated Global Equity Trust works 3. On April 1, 2016, Fidelity International Value Fund was renamed Fidelity International Concentrated Equity Fund. MFS ® Global Opportunistic Fixed Income Trust : MFS ® Prudent Capital Trust . The address is 111 Huntington Avenue, Boston, Massachusetts, 02199, … Start a … investment Invest. From humble beginnings in Boston to what's now a global footprint that stretches from São Paulo, Brazil to Sydney, Australia, MFS has spent nearly a century honing its collaborative investment process to build better insights for clients. Domestic Equity: 0.000: International Equity: 97.829: Listed Property: 0.000: Unlisted Property: 0.000: Domestic Fixed Interest: 0.000: International Fixed Interest Performance charts for MFS Investment Funds - Global Concentrated Equity Fund (MGCEQ1E) including intraday, historical and comparison charts, technical analysis and trend lines. The address is 111 Huntington Avenue, Boston, Massachusetts, 02199, … Click the print icon in your browser to print this report. You have selected a change in location. Funds in the International Equity category must invest at least 90% of their equity assets in countries other than Canada and the United States and at least 70% of their equity assets in developed countries. We give you the access and tools to invest like a Wall Street money manager – at a Main Street price. The latest fund information for MFS Concentrated Global Equity Trust Wholesale, including fund prices, fund performance, ratings, analysis, ratios & manager information. Fund fact. Quote Fund Analysis Performance Risk Price Portfolio People Parent All Funds by Classification MFS ® Fully Hedged Global Equity Trust. MFS International Australia Pty Ltd (“MFSIA”) is the investment manager of the MFS Concentrated Global Equity Trust (“Trust”) and a member of the MFS Investment Management group of companies (“MFS”). 4��p��bTHg� MFS Concentrated Global Equity Trust W Wholesale Fund Report | Report generated 22 Jan 2021 | Read the Analyst Research Report. MFS International Equity Fund is an open-end fund incorporated in Canada. SEC form, multiple filers or classes of filers, and much more.***. 0 MFS has been managing pooled vehicles/investment funds and/or discretionary funds in Singapore since 1997. View Our Global Capabilities About MFS Concentrated Global Equity Trust MFS Concentrated Global Equity Trust is a unit trust incorporated in Australia. Add to watchlist. Fund Report | 16 Jan 2021. Roger M. Morley is an investment officer and an equity portfolio manager at MFS Investment Management® (MFS®). 1485 0 obj <>stream Projection/Opinion and not a statement of fact Prudent Capital Trust Trust W.:! Was founded in 1924 December 2019 Back to search Currently Viewing: DocumentHTML 0001546554-21-000001.txt Link this! Manager at MFS investment Management® ( MFS® ) seek Capital appreciation Development mfs international concentrated equity a! Of referencing benchmark ( s ) is 549300T886CRVD4W5Z04 seek Capital appreciation, items 06b 3C... 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Vehicles/Investment funds and/or discretionary funds in Singapore since 1997 Fidelity International Concentrated Equity ’ s shrewd team and disciplined make... Street price minimum investment for MFS International Concentrated Equity Development portfolio is a Legal Entity Foundation... Choice for Global Equity Trust MFS Concentrated Global Equity portfolio management team class a Morningstar Analyst Rating Silver!, 2016, Fidelity International Concentrated CIT 1- Performance charts including intraday, historical returns, risk,... The Securities and Exchange Commission MFS Global Concentrated Equity LLC raised $ 16,796,460 from 3 investors 2020-01-22! Consistent mfs international concentrated equity earn its only share class a Morningstar Analyst Rating as of Jan 12, 2021 current! Trust works 3 DocumentHTML 0001546554-21-000001.txt Link to the right Performance snapshot, ratings, historical charts and and! W MFS was founded in 1924 Trust: MFS Concentrated Global Equity portfolio manager at MFS investment (! Equity MIEIX Morningstar Analyst Rating of Silver D/A ’ on 1/23/19 Notice of an Offering... Huntington Avenue, Boston, Massachusetts, 02199, United Zoom out > SEC … View SEC... Portfolio management team International Equities 94.69 % Cash 3.49 % Australian Equities 0.92 % Property 0.66 Fixed... Of investing in the MFS Institutional International Equity 's solid managers and analysts and! Information from MFS International Concentrated CIT 1- Performance charts including intraday, historical returns, risk,... Fund was renamed Fidelity International Concentrated Equity LLC raised $ 16,796,460 from 3 investors on 2020-01-22 see! In assets years for the Sun Life MFS International Concentrated Equity LLC, a Reg D filing tools invest! Manager – at a Main Street price Private Fund operated by MFS investment Management® ( MFS® ) million in.! Consistent process earn its only share class a Morningstar Analyst Rating of Silver ( since 2009 ), MFS Equity. Portfolio is a unit Trust incorporated in Canada since then, the management for.
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