Effective 9 December 2024, the MFS Prudent Capital Trust will no longer be accepting subscriptions or redemptions.
The MFS Australia trusts are available for direct investment by wholesale investors only. They are not available for investment directly by retail clients; however, retail clients may be able to invest in the MFS Australia trusts indirectly via platforms, IDPS or IDPS-like schemes or other distributors approved by the fund manager. For further details, please refer to the PDS and TMD for the individual trust.
Fund Name | APIR | Offer Document | Reference Guide | Fact Sheet | Financial Report | TMD | Continuous Disclosure Notices |
|---|---|---|---|---|---|---|---|
| MFS Blended Research Global Equity Trust | ETL0402AU | ||||||
| MFS Blended Research Global Equity Trust - New Zealand Investors | ETL0402AU | ||||||
| MFS Concentrated Global Equity Trust | ETL0172AU | ||||||
| MFS Concentrated Global Equity Trust - New Zealand Investors | ETL0172AU | ||||||
| MFS Emerging Markets Equity Trust | ETL0334AU | ||||||
| MFS Emerging Markets Equity Trust - New Zealand Investors | ETL0334AU | ||||||
| MFS Global Contrarian Equity Trust | ETL8831AU | ||||||
| MFS Global Contrarian Equity Trust - I Class | ETL1283AU | ||||||
| MFS Global Contrarian Equity Trust - New Zealand Investors | ETL8831AU | ||||||
| MFS Global Contrarian Equity Trust I Class - New Zealand Investors | ETL8831AU | ||||||
| MFS Global Equity Trust | MIA0001AU | ||||||
| MFS Global Equity Trust - New Zealand Investors | MIA0001AU | ||||||
| MFS Global Equity Trust II Class I - Hedged | ETL3984AU | ||||||
| MFS Global Equity Trust II Class I - Hedged New Zealand Investors | ETL3984AU | ||||||
| MFS Global Equity Trust II Class I - Unhedged | ETL9024AU | ||||||
| MFS Global Equity Trust II Class I - Unhedged - New Zealand Investors | ETL9024AU | ||||||
| MFS Global New Discovery Trust | ETL6156AU | ||||||
| MFS Global New Discovery Trust - I Class | ETL1134AU | ||||||
| MFS Global New Discovery Trust - New Zealand Investors | ETL6156AU | ||||||
| MFS Global New Discovery Trust - Z Class | ETL1413AU | ||||||
| MFS Global New Discovery Trust - Z Class New Zealand Investors | ETL1413AU | ||||||
| MFS Global New Discovery Trust I Class New Zealand Investors | ETL1134AU | ||||||
| MFS Global Opportunistic Fixed Income Trust | ETL6870AU | ||||||
| MFS Global Opportunistic Fixed Income Trust - New Zealand Investors | ETL6870AU | ||||||
| MFS Global Opportunistic Fixed Income Trust - I Class | ETL7308AU | ||||||
| MFS Global Opportunistic Fixed Income Trust - I Class New Zealand Investors | ETL7308AU | ||||||
| MFS Global Opportunistic Fixed Income Trust - New Zealand Dollar Hedged Class | ETL5736AU | ||||||
| MFS Global Opportunistic Fixed Income Trust New Zealand Dollar Hedged Class - New Zealand Investors | ETL5736AU | ||||||
| MFS Hedged Global Equity Trust | ETL0041AU | ||||||
| MFS Hedged Global Equity Trust - New Zealand Investors | ETL0041AU | ||||||
| MFS Prudent Capital Trust | ETL3276AU | ||||||
| MFS Prudent Capital Trust - New Zealand Investors | ETL3276AU |