PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Register

It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Robert Spector

MFS Meridian Funds
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Robert Spector, CFA, is an investment officer and fixed income portfolio manager for the Global Aggregate Core, Core Plus, Opportunistic, Canadian Core Plus and Canadian Long Plus fixed income strategies at MFS Investment Management® (MFS®). In this role, he is responsible for final buy and sell decisions, portfolio construction, risk assessment and cash management. He also participates in the research process and strategy discussions. He serves on MFS' Fixed Income Strategy, Fixed Income Risk and Opportunities, and Global Rates and Currency committees. Robert joined the firm in 2005 as a portfolio manager focused on Canadian fixed income strategies and took on additional portfolio management responsibilities in 2017. His previous positions include head of Canadian economics and strategy and also senior economist and strategist at Merrill Lynch; financial economist at BMO Nesbit Burns; and associate editor and research analyst at BCA Research Group. He began his career in the financial services industry in 1993. Robert earned a Bachelor of Arts degree in economics with great distinction as a University Scholar from McGill University and a Master of Arts degree in economics from the University of Western Ontario. He holds the Chartered Financial Analyst (CFA) designation.
Total return for Robert Spector
Discrete calendar year performance : Robert Spector

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Robert Spector 7.7 -3.5 0.2 1.6 1.5 10.5 1.4 -6.6 9.6 -
Peer Group Composite 9.0 0.8 -6.0 3.2 3.5 6.0 0.8 -3.0 8.4 -
Over / Under -1.3 -4.3 6.2 -1.6 -2.0 4.5 0.6 -3.6 1.2 -
Performance vs peer group composite: Robert Spector
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
Up
Outperformed peer group composite
4 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
MFS Meridian Global Total Return Co-managed FO Mixed Asset - Balanced since Oct 01 2015 to present
MFS Meridian Global Opportunistic Bond Co-managed FO Fixed Int - Global since Jul 12 2016 to present
Funds managed previously
Fund Periods
MFS Meridian Global Multi-Asset since Oct 01 2015 to Jan 31 2016
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close