Posted inHead To Head

HEAD-TO-HEAD: Fidelity versus MFS

FSA compares two global mixed asset funds: the Fidelity Global Multi Asset Income Fund and the MFS Meridian Global Total Return Fund.
by Rupert Walker

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Conclusion

An experienced lead manager, broad underlying research and portfolio management resources, and a well-structured approach makes the Fidelity Global Multi Asset Income Fund a strong option within global multi-asset income products, according to Möttölä.

The fund has a Morningstar (forward-looking) analyst rating of Silver on its cheapest share classes, while its other share classes are rated Bronze or Neutral.

The MFS Meridian Global Total Return Fund has an analyst rating of Bronze on the back of its experienced co-managers, despite recent changes in the portfolio management team.

“We have a slightly higher conviction in the Fidelity fund as reflected in the Silver rating awarded to several of its cheaper share classes,” said Möttölä.

“Nevertheless, the MFS fund is also solid, as demonstrated by our positive Bronze rating across its share classes,” he said.

“Its fees are above the category average, but we still think the fund’s team has what it takes to extend its good track record,” he added.

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