Investment Strategies
MFS offers client-focused investment strategies across all major asset classes. We look at investment opportunities across the globe by integrating fundamental equity, quantitative and credit disciplines in our analysis.
Specialty / Multi-Asset
Through a disciplined investment approach that combines broad diversification across multiple asset classes, active asset allocation, and bottom-up security selection, we aim to provide investors with an attractive alternative to riskier assets.
Equities
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) | MUTUAL FUND FACT SHEET |
|---|---|---|---|
| Global Infrastructure | FTSE Global Core Infrastructure 50/50 | USD | - |
| Global Real Estate | FTSE EPRA/NAREIT Developed Real Estate | USD CAD | Global Real Estate |
| Prudent Capital | MSCI World | USD AUD EUR | - |
| Technology | S&P NA Tech Sector | USD | Technology |
| US Real Estate | MSCI US REIT | USD | - |
| Utilities | S&P 500 Utilities | USD | Utilities |