MFS MERIDIAN FUNDS - PRUDENT WEALTH FUND - Klasse I1 GBP/  LU0583243612  /

The fund"s objective is capital appreciation, measured in U.S. dollars. The fund normally focuses its investments in equity securities of issuers located in developed and emerging market countries, however the fund may invest without limit in debt instruments of corporate and government issuers, including below investment grade debt instruments and securitized instruments, as well as cash equivalents (defined as bank deposits, money market instruments, units of money market funds and reverse repurchase transactions), based on its view of the relative value of different types of securities and/or other market conditions. The Investment Manager seeks to reduce the volatility of the fund's returns relative to the MSCI World Index (net div). The fund may invest a relatively large percentage of its assets in a small number of issuers. The fund will promote an environmental characteristic under Article 8 of Regulation (EU) 2019/2088 of 27 November 2019 on sustainability-related disclosures in the financial sector ("SFDR") (see the fund"s Prospectus and website for more information). The Investment Manager may also consider environmental, social and governance (ESG) factors in its fundamental analysis alongside other factors. The fund may use derivatives for hedging and/or investment purposes but will not extensively or primarily use derivatives to achieve the fund's investment objective. The fund"s benchmarks, MSCI World Index (net div) and ICE BofA Merrill Lynch 0-3 Month U.S. T-Bill Index, have been designated for performance (and volatility) comparison only. Although the fund"s investments will generally be represented in the benchmark, components are likely to be weighted differently from the benchmark and the fund is likely to invest outside of the benchmark to take advantage of attractive investment opportunities. The fund is actively managed within its objectives and the investment strategy will not restrict the extent to which portfolio holdings may deviate from the benchmark. It is expected that the fund's deviation from the benchmark will be significant.

The fund"s objective is capital appreciation, measured in U.S. dollars. The fund normally focuses its investments in equity securities of issuers located in developed and emerging market countries, however the fund may invest without limit in debt instruments of corporate and government issuers, including below investment grade debt instruments and securitized instruments, as well as cash equivalents (defined as bank deposits, money market instruments, units of money market funds and reverse repurchase transactions), based on its view of the relative value of different types of securities and/or other market conditions.