Ward Brown

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Manager factsheet

Ward Brown
MFS Meridian Funds
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Manager profile

Ward Brown is an Investment Officer and portfolio manager at MFS Investment Management (MFS). He is a member of the Emerging Markets Debt team, and his management duties include MFS Emerging Markets Debt Fund and institutional accounts in additional to macroeconomic research and individual credit analysis. Ward joined MFS in 2005 as a fixed income research analyst and was named portfolio manager in 2008. Prior to joining MFS, he served as an economist for the International Monetary Fund for seven years. Ward spent four years as a research and teaching assistant for the Financial Markets Group at London School of Economics and Political Science and later served as a lecturer at the school in the Economics Department. Ward earned his bachelors degree from McGill University and holds masters and doctoral degrees in economics from the London School of Economics and Political Science. Our portfolio managers are supported by our entire team of investment professionals in six worldwide offices, who apply a proprietary investment process that is research driven, globally integrated, and disciplined.

FOLLOW ON FUNDSWIRE

Annualised total return over 17.3 years

+4.9%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Ward Brown	3.5	5.2	3.5	14.3	48.4
Peer Group Composite	7.3	14.1	9.7	19.9	54.1
Over / Under	-3.8	-8.9	-6.2	-5.6	-5.7

Total return for Ward Brown

Discrete calendar year performance : Ward Brown

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Ward Brown	3.5	4.3	-2.4	-1.6	0.0	-4.9	16.2	-1.7	0.3	30.8
Peer Group Composite	7.3	5.8	0.5	-5.5	1.8	-1.1	10.6	-0.2	3.1	25.1
Over / Under	-3.8	-1.5	-2.9	3.9	-1.8	-3.8	5.6	-1.5	-2.8	5.7

Performance vs peer group composite: Ward Brown

How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.

Overall markets

Outperformed peer group composite

3 years

out of a possible 10

Overall markets

Underperformed peer group composite

7 years

out of a possible 10

Rising markets

Outperformed peer group composite

2 years

out of a possible 7

Falling markets

Outperformed peer group composite

1 year

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

MFS Meridian Emerging Markets Debt	Co-managed	FO Fixed Int - Emerging Markets	since Jul 01 2008 to present
MFS Meridian Emerging Markets Debt Local Currency	Co-managed	FO Fixed Int - Emerging Markets	since Mar 25 2009 to present
MFS Meridian Global Opportunistic Bond	Co-managed	FO Fixed Int - Global	since Jul 12 2016 to present
MFS Meridian Diversified Income	Co-managed (deputy)	FO Mixed Asset - Flexible	since Mar 01 2018 to present