MFS launches global long/short fund for Swanson

Tactical overlay to hedge risk

Jayna Rana
clock • 1 min read

MFS Investment Management has launched a global long/short equity fund run by chief investment strategist James Swanson.

The Managed Wealth fund offers investors exposure to the global equity market but with a tactical asset allocation overlay that uses systematic hedges to help manage risk. MFS launches equity income duo Swanson (pictured) will be lead manager while Jonathan Sage will be responsible for stock selection. Swanson will work with other senior members of the group including MFS president Michael Roberge, and CIO of global fixed income William Adams to determine the fund's net asset class exposure. The portfolio's construction process will consist of three distinct parts: strategic global...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Funds

Hargreaves adds Artemis UK Smaller Companies to Wealth Shortlist

Hargreaves adds Artemis UK Smaller Companies to Wealth Shortlist

Co-managers also praised

Sorin Dojan
clock 18 December 2024 • 1 min read
Titan Investment Solutions expands multi-asset range with launch of five funds

Titan Investment Solutions expands multi-asset range with launch of five funds

Different risk levels for investors

Sorin Dojan
clock 11 December 2024 • 1 min read
Matt Evans loses mandates as Ninety One merges UK funds with sister portfolios

Matt Evans loses mandates as Ninety One merges UK funds with sister portfolios

Remains an employee at the firm

Eve Maddock-Jones
clock 09 December 2024 • 2 min read
Trustpilot