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MFS International Equity Fund

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International Equity

FundGrade A Click for more information on Fundata’s FundGrade

FundGrade A

Click for more information on Fundata’s FundGrade.

Fundata ESG GradeB Click for more information on Fundata’s ESG Grade

Fundata ESG Grade B

Click for more information on Fundata’s ESG Grade.

NAVPS
(05-02-2025) 		$13.84
Change
$0.22 (1.60%)

As at March 31, 2025

As at February 28, 2025

As at March 31, 2025

Period
Created with Highcharts 10.3.3Jan 2000Jan 2002Jan 2004Jan 2006Jan 2008Jan 2010Jan 2012Jan 2014Jan 2016Jan 2018Jan 2020Jan 2022Jan 2024Apr 2022Jul 2022Oct 2022Jan 2023Apr 2023Jul 2023Oct 2023Apr 2024Jul 2024Oct 2024Jan 2025Jan 2000Jan 2005Jan 2010Jan 2015Jan 2020$0$10,000$20,000$30,000$40,000$50,000$8,000$12,000$14,000$16,000Period

Legend

MFS International Equity Fund

Compare Options

Fund Returns

Inception Return (July 31, 1999): 5.91%

Fund Returns
Row Heading Return Annualized Return
1 Mth 3 Mth 6 Mth YTD 1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 6 Yr 7 Yr 8 Yr 9 Yr 10 Yr
Fund -1.43% 6.92% 4.48% 6.92% 13.14% 13.69% 12.76% 10.85% 13.77% 10.92% 10.09% 10.47% 10.98% 9.22%
Benchmark -0.76% 6.17% 3.52% 6.17% 9.71% 12.44% 9.87% 6.83% 11.42% 7.63% 6.31% 7.07% 7.88% 6.53%
Category Average -1.35% 5.36% 2.43% 5.36% 9.01% 10.71% 8.53% 5.43% 10.39% 6.66% 5.41% 6.08% 6.73% 5.41%
Category Rank 17 / 22 16 / 22 16 / 22 16 / 22 13 / 22 13 / 22 6 / 22 3 / 20 5 / 20 1 / 19 1 / 19 2 / 19 2 / 18 3 / 14
Quartile Ranking 4 3 3 3 3 3 2 1 1 1 1 1 1 1

Monthly Return

Created with Highcharts 10.3.3-4%-2%0%2%4%6%8%
Monthly Return
Return % Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar
Fund -1.73% 4.04% -1.15% 3.98% 1.27% 1.75% -2.38% -0.11% 0.20% 6.77% 1.59% -1.43%
Benchmark -1.23% 2.60% -0.96% 4.08% 0.37% 1.09% -2.68% 0.03% 0.16% 5.72% 1.20% -0.76%

Best Monthly Return Since Inception

11.86% (November 2022)

Worst Monthly Return Since Inception

-11.10% (September 2002)

Calendar Return (%)

Created with Highcharts 10.3.3-20%-10%0%10%20%30%
Calendar Return
Return % 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Fund 20.84% -2.55% 20.44% -2.41% 22.89% 9.64% 15.28% -7.94% 17.20% 13.50%
Benchmark 19.41% -1.70% 18.37% -6.81% 16.27% 8.01% 8.97% -10.67% 15.74% 11.18%
Category Average 13.82% -2.56% 17.84% -8.91% 17.54% 7.87% 8.64% -12.60% 13.75% 10.76%
Quartile Ranking 2 4 2 1 1 2 1 2 2 3
Category Rank 5/ 14 15/ 17 8/ 19 4/ 19 4/ 19 9/ 20 4/ 20 8/ 22 7/ 22 13/ 22

Best Calendar Return (Last 10 years)

22.89% (2019)

Worst Calendar Return (Last 10 years)

-7.94% (2022)

Asset Allocation

Asset Allocation
Name Percent
International Equity 95.40
Canadian Equity 3.54
Cash and Equivalents 1.06

Sector Allocation

Sector Allocation
Name Percent
Financial Services 20.76
Consumer Goods 18.21
Industrial Goods 12.35
Technology 11.54
Healthcare 10.98
Other 26.16

Geographic Allocation

Geographic Allocation
Name Percent
Europe 68.42
Asia 25.78
North America 4.60
Africa and Middle East 1.20

Top Holdings

Top Holdings
Name Percent
Sap SE - ADR 3.08
Schneider Electric SE 2.87
L'Air Liquide SA - ADR 2.85
Hitachi Ltd 2.66
Compass Group PLC 2.55
Cie Financiere Richemont SA 2.46
Roche Holding AG - ADR 2.43
Nestle SA - ADR Sr B 2.32
Sony Group Corp 2.11
Deutsche Boerse AG Cl N 2.10

Equity Style

Market capitalization is large. Equity style is growth.

Fixed Income Style

Fixed income style data not available
Period: 

Risk vs Return (3 Yr)

Created with Highcharts 10.3.3Risk (Annualized Standard Deviation)ReturnMedian DeviationMedian Return9101112131415161718192021-5%0%5%10%15%20%25%

MFS International Equity Fund

Median

Other - International Equity

3 Yr Annualized

Standard Deviation 13.21% 12.62% 11.96%
Beta 0.97% 0.96% 0.94%
Alpha 0.03% 0.03% 0.03%
Rsquared 0.93% 0.91% 0.91%
Sharpe 0.68% 0.90% 0.66%
Sortino 1.38% 1.57% 0.87%
Treynor 0.09% 0.12% 0.08%
Tax Efficiency 88.69% 88.79% 81.22%
Volatility Volatility rating is 7 on a scale of 1 to 10 Volatility rating is 7 on a scale of 1 to 10 Volatility rating is 6 on a scale of 1 to 10

Risk Rating

Rating Not Available

Annualized Key Ratio Period Comparison

Key Ratio
Key Ratio 1 Yr 3 Yr 5 Yr 10 Yr
Standard Deviation 9.55% 13.21% 12.62% 11.96%
Beta 1.14% 0.97% 0.96% 0.94%
Alpha 0.02% 0.03% 0.03% 0.03%
Rsquared 0.96% 0.93% 0.91% 0.91%
Sharpe 0.93% 0.68% 0.90% 0.66%
Sortino 2.48% 1.38% 1.57% 0.87%
Treynor 0.08% 0.09% 0.12% 0.08%
Tax Efficiency 86.79% 88.69% 88.79% 81.22%

Fundata ESG Metrics

Fundata ESG Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A89.2​89.269.8​69.80%10%20%30%40%50%60%70%80%90%100%

The E, S, and G scores are averaged for each security in the portfolio, to arrive at an ESG score for each security. We take the portfolio weighted average of the ESG scores for each fund and rank them against their peers to arrive at the Fundata ESG Score from 0-100.

Fundata E Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A89.1​89.168.3​68.30%10%20%30%40%50%60%70%80%90%100%

Three scores under the Environment bucket are averaged to yield the Fundata Environment Score for each fund from 0-100: (1) Pollution Prevention, (2) Environmental Transparency, (3) Resource Efficiency.

Fundata S Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A88.4​88.476.8​76.80%10%20%30%40%50%60%70%80%90%100%

Six scores under the Social bucket are averaged to yield the Fundata Social Score for each fund from 0-100. (1) Compensation and Satisfaction, (2) Diversity and Rights, (3) Education and Work Conditions, (4) Community and Charity, (5) Human Rights, (6) Sustainability Integration.

Fundata G Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A81.0​81.063.9​63.90%10%20%30%40%50%60%70%80%90%100%

Three scores under the governance bucket are averaged to yield the Fundata Governance Score for each fund from 0-100: (1) Board Effectiveness, (2) Management Ethics, (3) Disclosure and Accountability.

Powered by OWL Analytics. For more information, please contact Fundata Canada.

View the full methodology

Fund Details

Start Date July 31, 1999
Instrument Type Exempt Product
Share Class -
Legal Status Trust
Sales Status Open
Currency CAD
Distribution Frequency Quarterly
Assets ($mil) $108

Fund Codes

FundServ Code Load Code Sales Status
MBP117

Investment Objectives

The objective, while not guaranteed, is to outperform the Morgan Stanley Capital International, Europe, Australasia and Far East (MSCI EAFE) Index (Net Dividends Reinvested), unhedged, over a full market cycle, and to achieve a competitive ranking against relevant peer universes over the same period.

Investment Strategy

To provide long-term capital appreciation by investing primarily in equity securities. In selecting investments for this Fund, the Advisor is not constrained by any particular investment style. The Adviser may invest this Fund's assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies), in the stocks of companies it believes are undervalued compared to their perceived worth (value companies), or in a combination.

Portfolio Management

Portfolio Manager

MFS Investment Management Canada Ltd.

  • Filipe Benzinho
Sub-Advisor

MFS Investment Management

  • Daniel Ling
  • Brett Fleishman
  • Chris Sunderland

Management and Organization

Fund Manager

MFS Investment Management Canada Ltd.
Custodian

State Street Trust Company Canada
Registrar

State Street Trust Company Canada
Distributor

MFS Investment Management Canada Ltd.

Investment Minimums

RSP Eligible Yes
PAC Allowed No
PAC Initial Investment -
PAC Subsequent -
SWP Allowed No
SWP Min Balance -
SWP Min Withdrawal -

Fees

MER -
Management Fee -
Load No Load
FE Max -
DSC Max -
Trailer Fee Max (FE) -
Trailer Fee Max (DSC) -
Trailer Fee Max (NL) -
Trailer Fee Max (LL) -

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