MFS Funds

Manager
+7.6%

£19.8B combined fund size · 3 asset classes · average OCF 1.92%.

How MFS funds have returned on average.

Average 1Y return to September 2026 end, GBP net total return.

The headline is the average return of the funds, to September 2026 end. The chart follows the largest funds, equal weighted, weekly points built from daily prices, to 16 Oct 2026. They measure different things, so the numbers differ.

Source: FE fundinfo. Past performance is not a reliable guide to future returns.

Composite of the largest funds with 1Y of history, equal weight, GBP total return, NAV to 16 Oct 2026. 10 funds.

Funds in this line

The funds used in the chart above.

Funds
10
Fund size (GBP)
£19.8B
Asset classes
3
Average ongoing charge
1.92%

MFS funds are covered on Funds Benchmark, with £19.8B in combined fund size, in GBP (funds that disclose size). The range is concentrated in Equity, Bonds, Multi-asset. The average ongoing charge (OCF) across the range is 1.92%. Every fund below links to a detail page with its latest price, performance over 1Y / 3Y / 5Y where available, fees and holdings, comparable side by side against benchmark and peers.

Next: Screen MFS funds in Find Funds or browse all MFS funds.

Asset class mix

What MFS funds are made of.
43.0%
Equity
  • Equity43.0%
  • Bonds41.6%
  • Multi-asset15.5%
Equity is the largest at 43.0%. Share of fund assets, funds that disclose size.

Asset classes within this manager

Pick one to filter the funds and holdings below.
Equity 6 funds · 43.0% of assets +11.9% ▲ Average 1Y return
Bonds 2 funds · 41.6% of assets +2.9% ▲ Average 1Y return
Multi-asset 2 funds · 15.5% of assets −0.6% ▼ Average 1Y return

Largest MFS funds

The manager's biggest funds, to open or compare.

Top MFS funds by assets under management, one share class per fund.

MFS holdings

Positions that appear most often among the ten largest holdings of these funds.
1 MICROSOFT CORPORATION 5.0%
2 AMAZON.COM, INC. 4.4%
3 SCHNEIDER ELECTRIC SE 2.7%
4 ALPHABET INC. 4.0%
5 NVIDIA CORPORATION 4.0%
6 VISA INC. 3.4%
7 BROADCOM INC. 2.8%
8 CHARLES SCHWAB CORPORATION (THE) 2.3%

Positions that appear most often among the ten largest holdings of the funds we list. Bar = average weight among the funds that have the position in their ten largest holdings.

MFS funds by 1Y return

Up to 30 funds ordered by 1 year return to September 2026. Past performance is not a reliable guide to future returns.
Fund1Y returnFund size (GBP)OCF
Contrarian Value FundLU1985811782 ▲ +24.5% £2.6B
MFS Hedged Global Equity TrustAU60ETL00410
European Value FundLU0219424487
MFS Global Equity TrustAU60MIA00013
U.S. Value FundLU0152645866
Global Equity FundLU0219441069
Emerging Markets Debt FundLU0125948108 ▲ +3.3% £2.5B
MFS Emerging Markets Debt FundUS55273E6730 ▲ +2.4% £5.7B
See all fundsA free account shows the full list.
Prudent Capital FundLU1442549025
Prudent Wealth FundLU0337786437

Categories

Number of MFS funds in each FE sector.
Global8
United States1
Europe1

Fund data from FE fundinfo. Past performance is not a reliable guide to future returns. Funds Benchmark provides information only and does not give investment advice.

All MFS funds (10)

Equity (6)

Bonds (2)

Multi-asset (2)

Compare MFS funds side by side

See every MFS fund in one place, then pick up to 5 to compare on performance, holdings and fees.

Compare MFS funds

About MFS

Where can I find MFS fund prices and factsheets?

Every MFS fund's detail page on Funds Benchmark shows its latest price (NAV), performance, ongoing charge, fund size and holdings where available. The data comes from FE fundinfo and is shown alongside the fund's benchmark and peers.

Which MFS funds does Funds Benchmark cover?

Funds Benchmark covers the MFS funds listed on this page, grouped by asset class. Funds differ in domicile and legal structure, and whether you can buy a given fund depends on your country, your platform and the fund's own documentation. Check each fund's details before investing.

What asset classes does MFS cover?

MFS's largest group on Funds Benchmark is Equity, alongside other asset classes. The groups are listed in the all funds section on this page, and you can filter the firm's funds by asset class in the Fund Finder.

How are MFS funds rated against peers?

Open any MFS fund's detail page to see how it compares with peers where peer data is available, along with performance over 1Y / 3Y / 5Y where available, risk metrics such as volatility, Sharpe ratio and maximum drawdown where available, and its holdings. Performance data is from FE fundinfo. Past performance is not a reliable guide to future returns.

What's the average fee on MFS funds?

Across the funds we cover, the average ongoing charge (OCF) is 1.92%. Individual share classes vary, so check the OCF on each fund's page.

Where can I see MFS's top-performing funds?

The table on this page shows up to 30 MFS funds ordered by 1 year return. Past performance is not a reliable guide to future returns. The Fund Finder lets you filter MFS funds and compare them with funds from other managers by performance, fees and asset class.