Please join MFS® Meridian Funds – Emerging Markets Debt Fund Portfolio Manager Matt Ryan who will discuss the only AAA-rated fund in the emerging markets debt sector as of July 20101 and how MFS’ global research platform identifies investment opportunities in emerging markets.
What is the key challenge in managing emerging market investments?
“Because conditions in emerging market countries change rapidly, the ability to quickly anticipate and correctly interpret change can add substantial value to portfolios. We keep the portfolio flexible enough to respond quickly to changing market conditions. We accomplish this by focusing on liquid instruments and maintaining an asset allocation that preserves flexibility.” — Matt Ryan
Conference call: 16 March Emerging markets debt opportunities
Wednesday, 16 March 2011 8.30 a.m. EDT, 14.30 CET
International: +1 612.332.0819
About MFS Investment Management®
In 1924, MFS® established the first mutual fund in the United States. Throughout our history, we have employed a consistent investment process that is research driven with a global vision. We are committed to providing clients with a broad range of disciplined choices.
The views expressed are those of the speaker and are subject to change at any time. These views are for informational purposes only and should not be relied upon as a recommendation, solicitation, or investment advice from the Advisor.
You should recommend products based on your client’s financial needs, goals, and risk tolerance
Important risk considerations:
The fund may not achieve its objective and/or you could lose money on your investment in the fund. Investments in debt instruments may decline in value as the result of increases in interest rates, declines in the credit quality of the issuer, borrower, counterparty or underlying collateral, or changes in economic, political, issuer-specific, or other conditions. Certain types of debt instruments can be more sensitive to these factors and therefore more volatile. Emerging markets can have less market structure, depth, and regulatory oversight and greater political, social, and economic instability than developed markets. Investments in derivatives can be used to take both long and short positions, be highly volatile, result in leverage (which can magnify losses), and involve risks in addition to the risks of the underlying indicator(s) on which the derivative is based, such as counterparty and liquidity risk. Investments in lower-quality debt instruments can be more volatile and have greater risk of default than higher-quality debt instruments.The fund’s performance could be more volatile than the performance of more diversified funds. Please see the prospectus for further information on these and other risk considerations.
The prospectus and simplified prospectus dated February 2011 contain information on the funds’ investment objective(s), charges, expenses, and risks. Read carefully prior to investing.
A prospectus and a simplified prospectus, as well as the articles of association, semi annual report, or annual report for the MFS Meridian Funds, are available to investors at no cost, and can be obtained at the registered office of MFS Meridian Funds, at the offices of the paying agent or representative in each respective jurisdiction, as well as at the registered office of MFS Meridian Funds distributors. For additional information, please call 416 506 8418 in Toronto or 352 464 010 600 549 in Luxembourg or your local paying/transfer agent or representative. MFS Meridian Funds is an investment company with a variable capital established under Luxembourg law, having its registered office at 49 Avenue, J.F. Kennedy, L-1855 Kirchberg Luxembourg, registered with the Luxembourg Trade Register under number 39346 and at the clerk’s office of the Commercial Court in Brussels further to article 88 of the Company Code under no. 333. The Funds have been duly authorised by the CSSF (Commission de Surveillance du Secteur Financier) in Luxembourg.
CNMV’s registration number for Spain – 68. The marketing of the fund in France has been authorised by the Autorite des Marches Financiers (AMF) on 2 August 2001
The fund has been registered in the register of the Netherlands Authority for the Financial Markets referred to in Article 1:107 of the Act on Financial Supervision (Wet op het financieel toezicht), as an investment institution authorised pursuant to Article 2:72 of the aforementioned Act.
The Funds are recognized as a “restricted foreign scheme” in Singapore; therefore, material in connection with the offer or sale of the Funds may only be distributed to persons in Singapore that are qualified under Sections 304 and 305(2) under Chapter 289 of the Securities and Futures Act.