Global regional equities - MFS

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BT Investment Management offers Australian investors access to the specialist regional expertise of MFS International, a wholly owned subsidiary of the Boston-based Massachusetts Financial Services Company (MFS).

MFS has followed a disciplined, in depth security-selection process since 1932, when they established one of the first in-house research groups in the industry. In 1924 a member company of the MFS group established the first mutual fund in the United States.

Today MFS has a global research team of over 100 investment professionals using an investment process that seeks to gather and exploit company specific insights and to deliver consistent returns to investors.

MFS has analysts on the ground in four continents and their global research team invests in securities in more than 60 countries.

MFS believes that active management and bottom-up fundamental research are the best means of achieving consistent above-benchmark returns within agreed-upon objectives and appropriate risk limits. MFS relies on security selection to add value as it believes that a company’s fundamentals, rather than broader economic factors, are the primary driver of returns over the long term.

The MFS global equity team seeks investment opportunities in Europe, North America, Asia Pacific and Japan. Australian investors can access MFS’ specialist, regional expertise through BT IM’s specialist regional, country and sector share funds.