The Fund aims to provide a return (before fees, costs and taxes) that exceeds the S&P500 Total Return Index, unhedged (with net dividends invested) in AUD over the medium to longterm. The suggested investment timeframe is five years or more.

Investment Strategy:

MFS International, US Equity Team conducts extensive bottom-up fundamental analysis. Both research analysts and portfolio managers actively participate in the idea generation process.Research involves analysing company and industry information, primarily from contacts with company management, suppliers, competitors, consultants and industry conferences,and secondarily from the Wall Street research community.

Margin Lenders:

Margin Lender	LVR	Website
Bank of Queensland Margin Lending	65%	BoQ
BT Margin Lending	75%	BT
Citi Smith Barney Margin Lending	60%	Citi
Colonial Margin Lending	70%	Coln
Commonwealth Securities	70%	CSec
Macquarie Margin Loan	65%	Macq
NAB Margin Lending	60%	NAB

Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.

Performance data assumptions

Performance is calculated on an initial investment of $10,000 using entry price, with distributions reinvested using actual unit price. No tax or contribution fees have been deducted from the results. If your own investment was subject to contribution fees or if you did not reinvest distributions, your returns may be less than that shown. Your after-tax returns will also be less. Data is sourced directly from fund managers, but we offer no warranty as to the accuracy of the data, we suggest you verify the data from other sources before acting on the information on this site.

These charts show historical performance only and give no indication of future performance. This information is general in nature and does not take into account your personal circumstances, goals or investment objectives. You should assess whether the information is appropriate for you and consider talking to a financial adviser before making any investment decisions.