MFS Announces Portfolio Management Appointments for MFS Charter Income Trust
12 Décembre 2019 - 2:45PM
Business Wire
MFS Investment Management® (MFS®) is announcing portfolio
management appointments to MFS® Charter Income Trust (NYSE: MCR), a
closed end fund.
Effective December 31, 2019, Henry Peabody and Philipp Burgener
will join the portfolio management team of MFS Charter Income
Trust. Peabody will focus on managing investment grade debt
instruments and Burgener will focus on structured securities. At
that time, current portfolio management team member Joshua Marston
will relinquish his portfolio management responsibilities on the
fund, but retain his other duties with the firm.
There are no other changes to the portfolio management team of
the fund. The fund's investment objective and investment strategy
will not change.
Peabody joined MFS in July 2019 as a fixed income portfolio
manager. Previously, he worked at Eaton Vance Management for six
years, where he was most recently a portfolio manager. Burgener
joined MFS in 2000, joined the firm's structured product team in
2003 and added portfolio management responsibilities in 2017.
About MFS Investment Management In 1924, MFS launched the
first US open-end mutual fund, opening the door to the markets for
millions of everyday investors. Today, as a full-service global
investment manager serving financial advisors, intermediaries and
institutional clients, MFS still serves a single purpose: to create
long-term value for clients by allocating capital responsibly. That
takes our powerful investment approach combining collective
expertise, thoughtful risk management and long-term discipline.
Supported by our culture of shared values and collaboration, our
teams of diverse thinkers actively debate ideas and assess material
risks to uncover what we believe are the best investment
opportunities in the market. As of November 30, 2019, MFS manages
US$513.4 billion in assets on behalf of individual and
institutional investors worldwide.
Statements made in this release that look forward in time
involve risks and uncertainties and are forward-looking statements
within the meaning of the Private Securities Litigation Reform Act
of 1995. Such risks and uncertainties include, without limitation,
the adverse effect from a decline in the securities markets or a
decline in a Fund’s performance, a general downturn in the economy,
competition from other closed-end investment companies, changes in
government policy or regulation, inability of a Fund’s investment
adviser to attract or retain key employees, inability of a Fund to
implement its investment strategy, inability of a Fund to manage
rapid expansion and unforeseen costs and other effects related to
legal proceedings or investigations of governmental and
self-regulatory organizations.
The funds are closed-end investment company products advised
by MFS Investment Management. Closed-end funds, unlike open-end
funds, are not continuously offered. There is a one-time public
offering and once issued, common shares of the funds are bought and
sold in the open market through a stock exchange. Shares of the
funds are not FDIC-insured and are not deposits or other
obligations of, or guaranteed by, any bank. Shares of the funds
involve investment risk, including possible loss of
principal.
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For shareholders/advisors: Jeffrey Schwarz, 1 800 343 2829,
ext. 55872 Media contact: Dan Flaherty, +1 617 954
4256
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