Victoria Higley. Institutional Portfolio Manager MFS
The MFS Global Equity Trust uses a unique management style with the aim to outperform the MSCI World Index and present growth at reasonable prices. The trust's truly long-term investment horizon and the investment analysts it has positioned globally result in a unique strategy which attracts long-term investors seeking lower volatility over a market cycle.
The MFS Global Equity Trust Money Masters course with Roger Morley and Victoria Higley will give you insights into:
Victoria Higley /
Long-term investing, in-depth research and selecting quality companies lie at the heart of the MFS Global Equity Trust. The trust draws from the almost 100-year history of MFS and their experience from managing assets of over 600 billion Australian dollars.01.
Not only does MFS stand out from the crowd by virtue of the quality of its research platform, but also how it manages people. With feet on the ground globally, the analyst teams work together to provide a full, long-term picture of what could go right and what could go wrong with any stock.02.
Instead of having just one portfolio manager, the MFS Global Equity Trust has two co-managers who are required to make a joint decision over any investment. Low staff turnover has resulted in investment teams with long industry experience who work together from across the globe.03.
Key Considerations for Investors
The MFS Global Equity Trust has a truly long-term investment horizon and is best suited for investors who also believe in investing for the long run and may be seeking less volatility over the duration. The trust uses experience and research to minimise downside risk so that they win in the long-term by not losing.04.
Unique Aspects of the Fund
The MFS Global Equity Trust is sector agnostic and invests in stocks instead of markets. It remains fully invested while looking for companies which present high returns and compounding earnings.05.
Buy and Sell Discipline
The team runs two portfolios in parallel, one diversified and one more concentrated. Their careful buy discipline results in a style of growth at a reasonable price, while the sell discipline removes stocks that become too expensive or haven’t worked out. The trusts are available on most major Australian platforms.06.
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