MFS Launches Global Multi-Asset and Absolute Return Funds

MFS Investment Management has launched MFS Global Multi-Asset Fund and MFS Absolute Return Fund.

MFS Global Multi-Asset Fund’s investment objective is to seek total return. MFS seeks to achieve the fund’s objective by allocating the fund’s assets to a mix of asset classes (e.g., global equities, real estate-related investments, commodity-related investments, and global corporate and government bonds, including inflation-adjusted debt instruments); tactically managing the fund’s exposure to asset classes, markets, and currencies; and selecting individual securities within each asset class. 

MFS Absolute Return Fund’s investment objective is to seek total return. MFS employs an absolute return investment approach, seeking to earn a positive return regardless of market conditions. The company plans to achieve the fund’s objective by generating returns from a combination of individual security selection of primarily debt instruments and a tactical asset allocation overlay to manage the fund’s exposure to asset classes, markets, and currencies.  

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MFS Global Multi-Asset Fund is team managed by members of MFS’ Quantitative Solutions team: Natalie Shapiro, Benjamin Nastou, and Linda Zhang. James Calmas manages MFS Absolute Return Fund, supported by a team of analysts from MFS’ Quantitative Solutions team.  

The funds are available for purchase through financial advisers and other intermediaries and are available in multiple share classes. 

Institutes Offer Free Retirement Planning Guide for Women

The MetLife Mature Market Institute, in conjunction with WISER (Women’s Institute for a Secure Retirement), designed a retirement planning guide specifically for women.

“What Today’s Woman Needs to Know and Do: The New Retirement Journey,” addresses challenges women face and can help with financial planning questions. The booklet contains a Retirement Savings and Planning Checklist for each decade with guidelines for women from their 20s to their 70s. It also has a glossary that defines terms like annuity, asset allocation, IRA, reverse mortgage and time horizon, and includes a number of resources women can look to for further retirement investigation and planning.   

MetLife said the publication addresses topics like considering a new job, taking time out for family, deciding when to retire, how to decide when to take Social Security benefits and the value of staying in the workforce. It also has a section on learning investment basics, with topics such as:  

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  • How Much You Will Need 
  • How Long Between Now and Your Retirement   
  • Risk and Return: The Yin and Yang of Investing   
  • How Not to Run Out of Money 
  • Ways to Tap Home Equity   
  • Protecting Your Assets: Disability Insurance, Long-Term Care Insurance, Life Insurance, Health Insurance  

The guide can be downloaded from http://www.MatureMarketInstitute.com. It can also be ordered through the Contact Us link on the MetLife Mature Market Institute Web site, or by writing to: MetLife Mature Market Institute, 57 Greens Farms Road, Westport, CT 06880.  

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