16500.39 exp 31-Mar-17 See important disclosures on final page of presentation. See the fund's offering documents for more details, including information on fund risks and expenses. The views expressed in this presentation are those of the speaker and are subject to change at any time. These views do not necessarily reflect the views of MFS or others in the MFS organization. No forecasts can be guaranteed. MFS Meridian Funds are not available for sale in the United States or Canada or to US persons. MFS Investment Management Company (Lux) S.à.r.l. Unless otherwise indicated, logos, product and service names are trademarks of MFS and its affiliates and may be registered in certain countries. For Investment Professional use only. Not intended for retail investors. Luxembourg - registered SICAV MAY LOSE VALUE – NOT GUARANTEED Portfolio characteristics are based on equivalent exposure, which measures how a portfolio's value would change due to price changes in an asset held either directly or, in the case of a derivative contract, indirectly. The market value of the holding may differ. MFS MERIDIAN ® FUNDS – GLOBAL TOTAL RETURN FUND Second quarter 2016 Top ten holdings, portfolio characteristics and weightings do not reflect the effect of exposure/weightings for hedging of hedged share classes. Full holdings and net assets do reflect this hedging.
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16500.39 exp 31-Mar-17
See important disclosures on final page of presentation.See the fund's offering documents for more details, including information on fund risks and expenses. The views expressed in this presentation are those of the speaker and are subject to change at any time. These views do not necessarily reflect the views of MFS or others in theMFS organization. No forecasts can be guaranteed.MFS Meridian Funds are not available for sale in the United States or Canada or to US persons.MFS Investment Management Company (Lux) S.à.r.l.Unless otherwise indicated, logos, product and service names are trademarks of MFS and its affiliates and may be registered in certain countries.For Investment Professional use only. Not intended for retail investors.Luxembourg - registered SICAV
MAY LOSE VALUE – NOT GUARANTEED
Portfolio characteristics are based on equivalent exposure, which measures how a portfolio's value would change due to price changes in an asset held either directly or, in thecase of a derivative contract, indirectly. The market value of the holding may differ.
MFS MERIDIAN® FUNDS – GLOBAL TOTAL RETURN FUND
Second quarter 2016
Top ten holdings, portfolio characteristics and weightings do not reflect the effect of exposure/weightings for hedging of hedged share classes. Full holdings and net assets doreflect this hedging.
For Investment Professional Use Only. Not intended for retail investors. 1MFS Meridian® Funds – Global Total Return FundMGB-MR-MT-USD-US-2Q16.1
MFS overview
We apply a uniquely collaborative approach to build better insights for our clients
Integrated ResearchWe look at investment opportunities across the globe byintegrating fundamental equity, quantitative and creditdisciplines in our analysis.
Global CollaborationOur team philosophy and incentive structure ensure strong collaboration across the firm.
Active Risk ManagementWe take a holistic approach to actively managing risk withreviews in place at security, portfolio and firm levels and aclear focus on generating alpha for our clients.
For Investment Professional Use Only. Not intended for retail investors. 2MFS Meridian® Funds – Global Total Return FundMGB-MR-MT-USD-US-2Q16.2
MFS Funds mentioned are not registered for sale or have not been approved by the applicable regulatory authorities outside of the United States. Anyreference to any MFS Funds are not intended to constitute offers of solicitation of such funds in any country outside the United States and are intendedfor informational purposes only.
1 Effective 1-Feb-14, the name of the MFS Diversified Target Return Fund changed to the MFS Global Alterative Strategy Fund.
MFS: A deep history of multi-asset investing
For Investment Professional Use Only. Not intended for retail investors. 5MFS Meridian® Funds – Global Total Return FundMGB-MR-MT-USD-US-2Q16.5
Why consider investing in a global balanced fund?
Seeks diversification• Stocks and bonds• Geographic • Rebalancing
Potentially competitive risk-adjusted returns
• Strategic long term allocation: combining assets with low correlations can help reduce risk and potentially enhance return
• A total return strategy: growth and income• Equity component designed to be the main driver of long-term performance• Fixed income component designed to help reduce volatility• Moderate risk/reward profile: seeks relatively low volatility vs. a pure equity fund
Can serve as a foundation of a portfolio “Hub and spoke” – add other investments to reflect clients’ risk profile
Could be an option for suitableinvestors seeking:
• Global diversification• Long-term capital appreciation• A fairly conservative way to participate in the stock market’s potential upside
For Investment Professional Use Only. Not intended for retail investors. 6MFS Meridian® Funds – Global Total Return FundMGB-MR-MT-USD-US-2Q16.6
20 years of best and worst – a case for diversificationCross-asset return, ranked
Important risk considerationsStock markets and investments in individual stocks are volatile and can decline significantly in response to issuer, market, economic, industry, political, regulatory, geopolitical, and other conditions. Investments in debt instruments may decline in value as the result of declines in the credit quality of the issuer, borrower, counterparty, or other entity responsible for payment, underlying collateral, or changes in economic, political, issuer-specific, or other conditions. Certain types of debt instruments can be more sensitive to these factors and therefore more volatile. In addition, debt instruments entail interest rate risk (as interest rates rise, prices usually fall), therefore the Fund’s share price may decline during rising rates. Funds that consist of debt instruments with longer durations are generally more sensitive to a rise in interest rates than those with shorter durations. At times, and particularly during periods of market turmoil, all or a large portion of segments of the market may not have an active trading market. As a result, it may be difficult to value these investments and it may not be possible to sell a particular investment or type of investment at any particular time or at an acceptable price. Emerging markets can have less market structure, depth, and regulatory, custodial or operational oversight and greater political, social, and economic instability than developed markets. Investments in small-cap companies can be more volatile than investments in larger companies. Investments in growth companies can be more sensitive to the company’s earnings and more volatile than the stock market in general.1 Diversification does not assure a profit or guarantee against a loss.
WO
RST
BEST
The historical performance of each index cited is provided to illustrate market trends; it does not represent the performance of a particular investment product. It is not possible to invest directly in an index. Past performance is not a reliable indicator of future results.
MARKET SEGMENT REPRESENTED BY STANDARD DEVIATION*
Cash Citigroup 3-month T-bill Index2 0.63 U.S. Bonds Barclays U.S. Aggregate Bond Index3 3.47 Global Bonds JPMorgan Global Government Bond Index (Unhedged)4 6.40 Diversified Portfolio All segments disclosed herein, excluding cash** 11.99 U.S. Large Cap Value Russell 1000 Value Index5 15.19 Global ex-U.S. MSCI EAFE Index6 16.75 U.S. Large Cap Growth Russell 1000 Growth Index7 17.57 U.S. Small/Mid Cap Russell 2500 Index8 18.52 Emerging Markets MSCI Emerging Markets Index9 23.66
*20 YEARS ENDED 12/31/15
Everyone wants to be in the best-performing asset class every year. The thing is, few people are savvy enough to choose the best consistently. That’s why diversification is key. This chart shows annual returns for seven broad-based asset classes, cash, and a diversified portfolio, ranked from best to worst. Notice how the “leadership” changes.
Standard deviation reflects a portfolio’s total return volatility, which is based on a minimum of 36 monthly returns. The larger the portfolio’s standard deviation, the greater the portfolio’s volatility.** Diversified portfolio assets are rebalanced at the end of every quarter so that they remain equally distributed among the segments.
Risk
The fund may not achieve its objective and/or you could lose money on your investment in the fund. Stockmarkets and investments in individual stocks are volatile and can decline significantly in response to issuer,market, economic, industry, political, regulatory, geopolitical, and other conditions. Investments in debtinstruments may decline in value as the result of declines in the credit quality of the issuer, borrower,counterparty, or other entity responsible for payment, underlying collateral, or changes in economic, political,issuer-specific, or other conditions. Certain types of debt instruments can be more sensitive to these factorsand therefore more volatile. In addition, debt instruments entail interest rate risk (as interest rates rise, pricesusually fall), therefore the Fund's share price may decline during rising rates. Funds that consist of debtinstruments with longer durations are generally more sensitive to a rise in interest rates than those with shorterdurations. At times, and particularly during periods of market turmoil, all or a large portion of segments of themarket may not have an active trading market. As a result, it may be difficult to value these investments and itmay not be possible to sell a particular investment or type of investment at any particular time or at anacceptable price. Investments in value companies can continue to be undervalued for long periods of time, notrealize their expected value, and be more volatile than the stock market in general. Please see the prospectusfor further information on these and other risk considerations
For Investment Professional Use Only. Not intended for retail investors. 7MFS Meridian® Funds – Global Total Return FundMGB-MR-MT-USD-US-2Q16.7
Disciplined investment approach
Investment objectiveTotal return, measured in U.S. dollars. The Fund invests in a combination of equity securities and debtinstruments of issuers located in developed and emerging market countries. Historically the Fund has investedapproximately 60% of its assets in equity securities and 40% of its assets in debt instruments, but theseallocations may vary generally between 30% and 75% equity and 25% and 70% debt.
Goal Outperform blended benchmark, the 60% MSCI World Index/40% Barclays Global Aggregate Index (USD).Achieve a competitive ranking in relevant peer universes over full market cycles.
Philosophy A moderate allocation of 60% global large cap value stocks and 40% global investment grade bonds willachieve attractive risk adjusted results over time.
StrategyTaking a conservative approach to security selection MFS’ research driven approach seeks to add valueprimarily through bottom-up stock selection within the equity portion and through top-down country selectionand currency management in the fixed income allocation.
5
6
7
8
4 6 8 10 12 14 16
Annu
alise
d Retu
rn (%
)
Annualised Standard Deviation (RISK)
For Investment Professional Use Only. Not intended for retail investors. 8MFS Meridian® Funds – Global Total Return FundMGB-MR-MT-USD-US-2Q16.8
Risk / Return profile for Equities, Bonds and 60/40 mix1991 – 2015
Source: SPAR, FactSet Research Systems, Inc.Standard deviation is an indicator of the portfolio's total return volatility, which is based on a minimum of 36 months. The larger the portfolio's standard deviation, the greater the portfolio's volatility.Calculated using the past 25 calendar year returns from Jan 1991 - Dec 2015 using monthly returns data.Global equities represented by the MSCI World Index net return. Global bonds represented by the Barclays Global Aggregate Index. 60/40 represents a monthly rebalanced blend of 60% globalequity and 40% global bonds using these indices.
EquitiesRisk: 14.71Return: 7.13%
60/40Risk: 9.66Return: 6.81%
BondsRisk: 5.39Return: 5.68%
Balanced approach has historically offered an attractive risk/reward profile
EQUITIES
• Research focused approach combing a bottom-upfundamental strategy with a blended approach
• Emphasis on what we believe to be high quality stockswith attractive valuations
• Identify on companies that we believe can pay and grow their dividends
For Investment Professional Use Only. Not intended for retail investors. 9MFS Meridian® Funds – Global Total Return FundMGB-MR-MT-USD-US-2Q16.9
Strategic asset allocation approach to equity and fixed incomeNo tactical asset allocation shifts
FIXED INCOME
• Focus on investment grade bonds• Similar quality and duration to the benchmark• Sector over/underweights based on relative attractiveness
to the benchmark
40%60%
Historic allocation of approximately60% Equities / 40% Fixed Income
For Investment Professional Use Only. Not intended for retail investors. 10MFS Meridian® Funds – Global Total Return FundMGB-MR-MT-USD-US-2Q16.10
Global Total Return Fund teamPortfolio managers
EQUITY
Fundamental Global Value EquityNevin Chitkara23 years industry experiencePablo de la Mata, CFA12 years industry experienceSteven R. Gorham, CFA26 years industry experienceBenjamin Stone20 years industry experience
Global Equity IncomeJonathan Sage20 years industry experience
Responsible for:• Final buy and sell decisions• Participates in global research• Cash and risk management
FIXED INCOME
Richard Hawkins34 years industry experienceRobert Spector, CFA23 years industry experienceRobert Persons, CFA29 years industry experiencePilar Gomez-Bravo, CFA18 years industry experienceErik S. Weisman, Ph.D.18 years industry experience
Responsible for:• Final buy and sell decisions• Participates in global research• Cash and risk management
INSTITUTIONAL
Katrina Mead, CFA21 years industry experienceJedediah Koenigsberg17 years industry experience
Responsible for:• Communication of strategy and positioning• Participates in global research• Rebalancing to strategic equity / fixed
For Investment Professional Use Only. Not intended for retail investors. 11MFS Meridian® Funds – Global Total Return FundMGB-MR-MT-USD-US-2Q16.11
Equity investment approach
Valuation is akey consideration
at all times
Multiple measures ofvaluation are considered:• Cash flow• Book value or total capital employed• Earnings• Sales• Dividend yield • Cash flow return on investment• Better capital management
Structural improvement• Industry consolidation• Change in management• Cyclical recovery• Capacity reduction• Cost-cutting initiatives• Better capital management
For Investment Professional Use Only. Not intended for retail investors. 12MFS Meridian® Funds – Global Total Return FundMGB-MR-MT-USD-US-2Q16.12
Equity investment processMFS research and focus on downside risk management provide the foundation for buy and sell decisions
PORTFOLIO CONSTRUCTION
SELL ANALYSISBUY ANALYSIS
• Sustainable, durable franchises• Significant free cash flow• Solid balance sheet• History of capital stewardship• Attractively valued securities
• Stock becomes expensive• Better alternative available• Change in investment thesis
• Determine position size by conviction,risk and reward, and liquidity
• Manage risk- Security level assessment:
operational risk, financial risk, valuation risk
- Portfolio levels have been: Generallymax issuer position of 5%, or 1.5times benchmark weight, whichever is greater; 25% industry limit; maximum 10% emerging markets
• Maintain well diversified global value portfolio
Consumer Staples 18.0 9.2
Special Products & Services 5.6 3.2
Basic Materials 5.9 4.7
Industrial Goods & Services 7.7 6.8
Energy 6.4 6.3
Transportation 1.9 2.2
Utilities & Communications 7.8 8.3
Health Care 12.1 13.2
Financial Services 17.8 19.0
Autos & Housing 2.4 3.6
Leisure 3.2 4.9
Retailing 2.9 6.5
Technology 8.3 12.1
8.8
2.4
1.2
0.9
0.1
-0.3
-0.6
-1.1
-1.1
-1.2
-1.7
-3.6
-3.8
For Investment Professional Use Only. Not intended for retail investors. 13MFS Meridian® Funds – Global Total Return FundMGB-MR-MT-USD-US-2Q16.13
Equity sector weights
MSCI World Index (%)As of 30-Jun-16 Portfolio (%) Underweight/overweight (%)
For Investment Professional Use Only. Not intended for retail investors. 14MFS Meridian® Funds – Global Total Return FundMGB-MR-MT-USD-US-2Q16.14
Equity regional weights
Portfolio does not own securities in the following countries: Austria (0.06), Finland (0.36), Ireland (0.17), New Zealand (0.07), and Portugal (0.05).
Market capitalisation Weighted average (USD) 87.4 bn 99.5 bn
MSCI World Index (%)As of 30-Jun-16 Country Sector Portfolio (%)
Philip Morris International Inc United States Consumer Staples 2.1 0.5Johnson & Johnson United States Health Care 1.9 1.0Honeywell International Inc United States Industrial Goods & Services 1.8 0.3KDDI Corp Japan Utilities & Communications 1.7 0.2Nestle SA Switzerland Consumer Staples 1.7 0.8Taiwan Semiconductor Manufacturing Co Ltd ADR Taiwan Technology 1.6 –
General Mills Inc United States Consumer Staples 1.6 0.1Verizon Communications Inc United States Utilities & Communications 1.6 0.73M Co United States Basic Materials 1.6 0.3Novartis AG Switzerland Health Care 1.5 0.6
For Investment Professional Use Only. Not intended for retail investors. 16MFS Meridian® Funds – Global Total Return FundMGB-MR-MT-USD-US-2Q16.16
Fixed income investment approach
Objective Outperform the Barclays Global Aggregate Index over full market cycles.
Philosophy
We believe… • Global fixed income markets offer a diverse range of opportunities to add value (sector, security,
duration/curve, currency)• These opportunities vary as market conditions change, requiring integrated research and multiple
analytical perspectives• A flexible, adaptable approach that emphasises relative value is key to generating attractive
risk-adjusted returns over market cycles
Approach• Combine macro, fundamental, and quantitative analysis in a research-driven process• Express multiple views through a broadly diversified portfolio• Actively manage tactical exposures to maximise risk/reward
Seeks consistent alpha generation
For Investment Professional Use Only. Not intended for retail investors. 17MFS Meridian® Funds – Global Total Return FundMGB-MR-MT-USD-US-2Q16.17
Fixed income investment processOverview
A disciplined, repeatable process incorporating multiple perspectives
GLOBALAGGREGATE
COREPORTFOLIO
Ensure risks are intended,understood and appropriately sized
Assess investmentclimate using multipleinputs to develop level ofactive risk
Target allocation of activerisk across sectors, duration,curve, country/region, andcurrency
Optimal portfolioconsistent withrisk budget
ESTABLISHRISK BUDGET
MANAGE RISK
CONSTRUCTPORTFOLIO
RISKALLOCATION
15.1
2.4
1.1
0.8
0.4
-0.6
-0.7
-2.2
-5.2
-11.4
-12.2
For Investment Professional Use Only. Not intended for retail investors. 18MFS Meridian® Funds – Global Total Return FundMGB-MR-MT-USD-US-2Q16.18
Fixed income sector weights Barclays Global As of 30-Jun-16 Portfolio (%) Aggregate Index (USD) (%) Overweight/underweight (%)
High Grade Corporates 32.2 17.1
Commercial Mtg Backed 2.8 0.4
Asset Backed 1.3 0.2
Collateralized Debt Obligations 0.8 0.0
High Yield 0.4 0.0
Emerging Markets 5.0 5.6
U.S. Agency 0.2 0.9
Residential Mortgage Backed Securities 0.0 2.2
Mortgage Backed 9.1 14.3
Non-US Sovereigns 33.0 44.4
U.S. Treasury 2.7 14.9
Includes fixed income cash position. 10.0% cash and cash equivalents. 2.4% other. Other consists of: (i) currency derivatives and/or (ii) any derivative offsets.
For Investment Professional Use Only. Not intended for retail investors. 19MFS Meridian® Funds – Global Total Return FundMGB-MR-MT-USD-US-2Q16.19
14.3
1.8
1.61.5
0.90.9
0.8
0.60.6
0.40.3
0.2
0.20.2
0.10.0
^ Barclays Global Aggregate Index (USD) (%)1 Portfolio does not own securities in the following countries: Bermuda (0.01), Brazil (0.06),Bulgaria (0.02), Colombia (0.08), Kazakhstan (0.03), Latvia (0.01), Lithuania (0.03), Oman, (0.01), Panama
(0.03),Philippines (0.07), Qatar (0.10), Romania (0.05), Saudi Arabia (0.02), Slovakia (0.08), Slovenia (0.07), Taiwan (0.01), United Arab Emirates (0.15), and Uruguay (0.02).
As of 30-Jun-16 Portfolio (%) Benchmark^ (%) Overweight (%)
As of 30-Jun-16 Portfolio (%) Benchmark^ (%) Underweight (%)-0.1-0.1-0.1-0.1-0.1-0.1-0.1-0.1-0.2-0.3-0.3-0.3-0.3-0.3-0.4-0.4-0.4-0.4
-0.9-0.9
-1.2-1.4-1.5
-2.0-4.0
-8.6
For Investment Professional Use Only. Not intended for retail investors. 20MFS Meridian® Funds – Global Total Return FundMGB-MR-MT-USD-US-2Q16.20
Fixed income portfolio composition
Barclays Global As of 30-Jun-16 Portfolio Aggregate Index (USD) Fundamentals Average effective duration1 6.8 years 6.9 years Average quality2 A+ .–Fixed Income Credit Quality2 AAA 14.1 39.1 AA 10.2 16.6 A 20.7 28.6 BBB 31.4 15.8 BB 0.0 – B 0.0 – Federal Agency 9.4 – US Government 3.4 – Other Not Rated 0.4 –
1 Average effective duration is a measure of how much a bond’s price is likely to fluctuate with general changes in interest rates, e.g., if rates rise 1.00%, a bond with a 5-year duration is likely to loseabout 5.00% of its value.Cash held in the fund's fixed income portfolio was included in the calculation. Avg. effective duration excluding cash from the fixed income portfolio: 7.7 yrs.
2 The Average Credit Quality (ACQR) is a market weighted average (using a linear scale) of securities included in the rating categories. For all securities other than those specifically described below,ratings are assigned to underlying securities utilizing ratings from Moody’s, Fitch, and Standard & Poor’s rating agencies and applying the following hierarchy: If all three agencies provide a rating, themiddle rating (after dropping the highest and lowest ratings) is assigned; if two of the three agencies rate a security, the lower of the two is assigned. Ratings are shown in the S&P and Fitch scale(e.g., AAA). All ratings are subject to change. U.S. Government includes securities issued by the U.S. Department of the Treasury. Federal Agencies includes rated and unrated U.S. Agencyfixed-income securities, U.S. Agency MBS, and CMOs of U.S. Agency MBS. Other Not Rated includes fixed income securities which have not been rated by any rating agency. The fund itself has notbeen rated.
MFS has not independently verified benchmark data provided by the vendor or the underlying methodology, which may be different than MFS.
For Investment Professional Use Only. Not intended for retail investors. 21 IMFS Meridian® Funds – Global Total Return FundMGB-MR-MT-USD-US-2Q16.21
Portfolio BlendedBenchmark
MSCIWorld
0.0
3.0
6.0
9.0
12.0
15.0
18.0Portfolio
BlendedBenchmark
MSCIWorld
-60.0
-50.0
-40.0
-30.0
-20.0
-10.0
0.0
Portfolio BlendedBenchmark
MSCIWorld
0.0
0.1
0.2
0.3
0.4
0.5
0.6
Portfolio characteristics
Blended MSCI WorldAs of 30-Jun-16 Portfolio Benchmark1 Index2
Turnover Trailing 1 year turnover 3 37% – .–Risk profile (trailing 10yrs) Annualised standard deviation 10.0% 11.0% 16.5% Fund beta vs. – 0.88 0.57 Max drawdown -29.0% -36.4% -54.0%Risk adjusted Return: (trailing 10 yrs) Sharpe ratio 0.50 0.34 0.21
Past performance is not a reliable indicator for future results. No forecasts can be guaranteed.1 60% MSCI World Net / 40% Barclays Global Aggregate2 MSCI World Index Net Dividends3 U.S. methodology (Lesser of Purchase or Sales)/Average Market Value of the date range; Lux methodology (Purchases + Sales) -(Subscriptions + Redemptions)/Average Total Net Assets,
1 year turnover, 38%.4 Calculated using monthly returns5 Max Drawdown timeframes over trailing 10 years: Portfolio: Nov 07-Feb 09, Blended Benchmark: Nov 07-Feb 09, MSCI World: Nov 07-Feb 09. The portfolio results shown are for the MFS Meridian Funds –Global Total Return Fund – Class I1USD fees and expenses.
Volatility:Standard Deviation
Max Drawdown Risk Adjusted Return:Sharpe Ratio
* Benchmark. Morningstar rankings may vary among share classes and are
Source: SPAR, FactSet Research Systems, Morningstar Direct.
The source for all fund data is MFS. Source for benchmarkperformance: SPAR, FactSet Research Systems Inc.
Start of Fund Performance Record: 05 January 1994 Start of Class Performance Record: 26 September 2005 Fund inception date: 26 September 2005 Other share classes are available for which performance and
expenses will differ. Past performance is not a reliable indicator for future
results. All financial investments involve an element of risk.The value of investments may rise and fall so you may getback less than originally invested.
For Investment Professional Use Only. Not intended for retail investors. 22 IMFS Meridian® Funds – Global Total Return FundMGB-MR-MT-USD-US-2Q16.22
Portfolio performance As of 30 June 2016
2Q16 YTD 2016 1 Year 3 Years 5 Years 10 Years
Per
cent
(%
)
2.85
1.78 1.01
6.80
4.01
0.66
4.82
2.00
-2.78
5.84 5.43
6.956.18
4.85
6.635.93
4.71 4.43
Portfolio
60% MSCI World Index (net return) / 40% Barclays Global Aggregate Index (USD)
MSCI World Index (net return)
2015 2014 2013 2012 2011 2010 2009 2008 2007 2006MFS Meridian® Funds – Global Total Return Fund -1.68 3.18 15.93 11.23 2.32 8.08 14.69 -15.23 8.67 16.6560% MSCI World Index (net return)/40% Barclays Global Aggregate Index (USD)* -1.57 3.23 14.18 11.26 -0.94 9.63 20.71 -24.85 9.36 14.60MSCI World Index (net div) -0.87 4.94 26.68 15.83 -5.54 11.76 29.99 -40.71 9.04 20.07Barclays Global Aggregate -3.15 0.59 -2.60 4.32 5.64 5.54 6.93 4.79 9.48 6.64 Bond Index
For Investment Professional Use Only. Not intended for retail investors. 24 I MFS Meridian® Funds – Global Total Return FundMGB-MR-MT-USD-US-2Q16.24
Generating results time and time again
MFS Meridian® Funds – Global Total Return Fund’s historical returns at NAV – Class I1 USD (2006 – 2015)^
The source for all fund data is MFS. Source for benchmark performance: SPAR, FactSet Research Systems Inc.^ Results represent the percent change in NAV. Past performance is not a reliable indicator for future results. All financial investments involve an element of risk. The value of investments may rise and fall so you may get back less than
For Investment Professional Use Only. Not intended for retail investors. 25MFS Meridian® Funds – Global Total Return FundMGB-MR-MT-USD-US-2Q16.25
Summary
• Balanced portfolio – aimed at offering a lower volatility alternative compared to a pure equity investment
• Strategic asset allocation approach
• Conservative investment approach – equity and fixed income
• Seeks attractive risk adjusted results
For Investment Professional Use Only. Not intended for retail investors. 26MFS Meridian® Funds – Global Total Return FundMGB-MR-MT-USD-US-2Q16.26
Fund Regulatory DetailsSee the fund's offering documents for more details, including information on fund risks and expenses. For additional information, call Latin America: 416.506.8418 in Torontoor 352.46.40.10.600 in Luxembourg. European Union: MFS International (U.K.) Ltd., One Carter Lane, London, EC4V 5ER UK. Tel: 44 (0)20 7429 7200. Switzerland: CarnegieFund Services S.A., 11 rue du General-Dufour, 1204 Geneva, Switzerland. Tel: 41.22.705.1177. Hong Kong: State Street Trust (HK) Limited, 68th Floor, Two International FinanceCentre, 8 Finance Street, Central, Hong Kong. Tel: 852.2840.5388. Taiwan: Master Agent: PineBridge Investments Consulting Taiwan Limited, 10th floor, 144 Minchuan E. Rd., Section2, Taipei 10436, Taiwan Tel: 886.2.2516.7676MFS Meridian Funds is an investment company with a variable capital established under Luxembourg law. MFS Investment Management Company (Lux) S.ar.l. is themanagement company of the Funds, having its registered office at 35, Boulevard du Prince Henri, L-1724, Luxembourg, Grand Duchy of Luxembourg (Company No. B.76.467).The Management Company and the Funds have been duly authorised by the CSSF (Commission de Surveillance du Secteur Financier) in Luxembourg.The Funds are recognized as a "restricted foreign scheme" in Singapore; therefore, material in connection with the offer or sale of the funds may only be distributed to persons inSingapore that are qualified under Sections 304 and 305(2) under Chapter 289 of the Securities and Futures Act.This document has not been reviewed or approved by the Hong Kong Securities and Futures Commission.MFS Meridian Funds from time to time may be registered for sale in other jurisdictions or otherwise offered where registration is not required.MFS Meridian Funds are not available for sale in the United States or Canada or to US persons.Unless otherwise indicated, logos, product and service names are trademarks of MFS and its affiliates and may be registered in certain countries.MFS Investment Management Company (Lux) S.à.r.l.This material is for use only in Austria, Finland, France, Germany, Hong Kong, Italy, Luxembourg, Netherlands, Norway, Singapore, Spain, Sweden, Switzerland,Taiwan, United Kingdom, North America, South America and Central America.