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2012-08-24
Fondens investeringsmål är en total avkastning som överstiger inflationstakten i USA på lång sikt. Fondens förvaltare investerar i en portfölj av inflationsskyddade värdepapper, i första hand s.k. TIPS (US Treasury Inflation-Protected Securities), eftersom syftet är att erbjuda den som investerar i värdepapper med fast avkastning ett visst skydd mot inflationsrisken.
Namn | Titel | Sedan | Till |
---|---|---|---|
Geoffrey L. Schechter | Investment Officer | 2017 | Nu |
Biografi | Geoffrey L. Schechter, CFA, CPA, is an investment officer at MFS Investment Management® (MFS®) and a portfolio manager of the firm's government securities and municipal bond portfolios. Geoff joined MFS as an investment officer in 1993 after working as a municipal credit analyst with a major insurance company. He was named portfolio manager in 1993. Geoff is a graduate of the University of Texas and has an MBA degree from Boston University. He holds the Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) designations. Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration and active risk management. | ||
Erik S. Weisman | Investment Officer | 2004 | Nu |
Biografi | Erik Weisman, is an investment officer and portfolio manager at MFS Investment Management®. He manages the firm's inflation-adjusted bond, strategic income, global bond, global total return, and global government portfolios. He joined the firm in 2002 as a global sovereign fixed-income research analyst. Previously, he served for two years as assistant to the U.S. Executive Director and for two years as an international economist in the U.S. Department of the Treasury. Erik earned a bachelor's degree from the University of Michigan and master's and Ph.D. degree from Duke University. | ||
Mark Dow | Portfolio Manager | 2004 | 2005 |
Biografi | Dow is a portfolio manager with MFS Investment Management, his employer since 1999. Prior to joining MFS, he worked for two years as a senior sovereign analyst at Putnam Investments, and prior to that he worked as an economist at the International Monetary Fund. |
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