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Page 1: THIS CONSUMER INFORMATION IS FOR MARKETING … · EQUITY SECTORS portfolio vs benchmark ... LVMH Moet Hennessy Louis ... Issuer Services, Securities Services, Hermes Hus, Helgeshøj

Portfolio and benchmark data shown is based on MFS'sector/industry classification methodology, which differs from thebenchmark's.

EQUITY SECTORS portfolio vs benchmark

Please see reverse for complete performance information and important disclosure.

MFS Investment Management Company(Lux) S.à.r.l

MAY LOSE VALUE NOT GUARANTEED

THIS CONSUMER INFORMATION IS FOR MARKETING PURPOSES ONLY.

MER-MFE-FS-OE-EN_05-1835390.26

30 APRIL 2018

MFS Meridian® FundsGlobal Equity FundA core global stock fundThe fund's investment objective is to seek capital appreciation, measured in US dollars.

Key points:• A core global stock fund focused on larger cap companies• Employs a "growth at a reasonable price" strategy• Our core global portfolio focuses on larger-cap companies with growth characteristics whose stocks are selling at reasonable levels

PORTFOLIO MANAGEMENT

Ryan P McAllister 15 years in industryRoger Morley21 years in industryBen Kottler**29 years in industrySanjay Natarajan**21 years in industryVictoria Higley**24 years in industryChris Sunderland**27 years in industry** Advises and communicates on themanagement of the portfolio, but is notresponsible for day-to-daymanagement.

PORTFOLIO STRUCTURE

Stocks 98.93%

Cash & CashEquivalents 1.07%

Health Care 18.3% 11.8%

Consumer Staples 17.6% 6.8%

Financial Services 13.6% 21.1%

Leisure 8.5% 4.9%

Industrial Goods & Services 8.4% 7.1%

Basic Materials 6.6% 5.0%

Transportation 6.2% 2.3%

Technology 6.2% 15.0%

Special Products & Services 6.1% 3.5%

Retailing 5.5% 6.3%

Energy 1.1% 6.0%

Autos & Housing 0.9% 3.7%

Cash & Cash Equivalents 1.1% N/A

TOP 5 COUNTRIES portfolio vs benchmark

United States 53.6% 59.1%

France 9.9% 4.2%

United Kingdom 8.1% 6.7%

Switzerland 7.6% 2.8%

Germany 6.4% 3.6%

PORTFOLIO FACTSNet assets (USD) 5331.1 million

Number of holdings 88

Portfolio characteristics data are based onthe equivalent exposure of unaudited netassets as of 30-Apr-18. Equivalent exposuremeasures how a portfolio's value wouldchange due to price changes in an assetheld either directly or, in the case of aderivative contract, indirectly. The marketvalue of the holding may differ.The portfoliois actively managed, and current holdingsmay be different.Top ten holdings, portfolio characteristicsand weightings do not reflect the effect ofexposure/weightings for hedging of hedgedshare classes. Full holdings and net assetsdo reflect this hedging.

TOP 10 EQUITYHOLDINGS

Thermo Fisher Scientific Inc

Bayer AG

Visa Inc

Medtronic PLC

LVMH Moet Hennessy LouisVuitton SE

Honeywell International Inc

Accenture PLC

Nestle SA

Comcast Corp

Stryker Corp

24.8% of total net assets

CALENDAR-YEAR TOTAL RETURNS, NOT INCLUDING SALES CHARGE A1USD^

TOP CURRENCYWEIGHTINGS

United States Dollar 57.5%

Euro 20.3%

British PoundSterling 8.1%

Swiss Franc 7.6%

Swedish Krona 1.9%

Japanese Yen 1.5%

South Korean Won 1.1%

Danish Krone 0.7%

Brazilian Real 0.5%

Mexican Peso 0.3%

'08 '09 '10 '11 '12 '13 '14 '15 '16 '17 -34.74% 30.19% 10.92% -5.68% 22.09% 26.50% 2.68% -2.50% 6.19% 22.53%

Fund returns for the representative share class shown assume the reinvestment of dividends and capital gain distributions but do not include a sales charge. Results would have been less favorable if the sales charge were included. This example is for illustrative purposes only and is not intended to represent the future performance of any MFS product. Past performance is not a reliable indicator for future results.

-35.38% 38.50% 18.66% -2.58% 18.76% 15.95% 5.85% -2.57% 12.75% 9.10%$0

$50,000

$100,000

$150,000

4/08 4/09 4/10 4/11 4/12 4/13 4/14 4/15 4/16 4/17 4/18

Ending value: $180,751

Growth of a $100,000 investment and 12-month returns at NAVClass A1USD shares 30-APR-08 — 30-APR-18

MFS Meridian Funds may be registered forsale in other jurisdictions or otherwiseoffered where registration is not required.MFS Meridian Funds are not available forsale in the United States or Canada or toUS persons.Unless otherwise indicated, logos, productand service names are trademarks of MFSand its affiliates and may be registered incertain countries.

Page 2: THIS CONSUMER INFORMATION IS FOR MARKETING … · EQUITY SECTORS portfolio vs benchmark ... LVMH Moet Hennessy Louis ... Issuer Services, Securities Services, Hermes Hus, Helgeshøj

30 APRIL 2018MFS Meridian® Funds - Global Equity Fund

ANNUALIZED RETURNS AT NAV (%)^ SHARE CLASS INFORMATION

Ongoing Start of classClass Charges(%)† perf. record YTD^^ 1 yr. 3 yrs. 5 yrs. 10 yrs. Sedol WKN ISIN CUSIP Bloomberg

Benchmark: MSCI World Index (net div)

A1EUR 1.89 12-MAR-99 -1.94 -1.61 3.74 9.93 8.86 5644395 989632 LU0094560744 L63652470 MFSGEA1 LXA1USD 1.89 28-OCT-98 -1.75 9.10 6.22 8.02 6.10 B08NBC9 A0ESAZ LU0219441069 L6365J812 MFMGEAA LXAH1EUR1,2 1.93 08-DEC-15 -2.30 6.45 .— .— .— BYTPDV5 A2DSWR LU1625124802 L6365U718 MFGEAH1 LXI1EUR 0.90 27-SEP-05 -1.63 -0.65 4.77 11.03 10.00 B08NBJ6 A0ESA3 LU0219424644 L6365J762 MFGEIE1 LXI1USD 0.90 26-SEP-05 -1.44 10.17 7.28 9.10 7.21 B08NBH4 A0ESBB LU0219454633 L6365J754 MFGEIU1 LXIH1EUR1,2 0.94 08-DEC-15 -2.03 7.67 .— .— .— BYTPDW6 A2DSWS LU1625125015 L6365U726 MFGEIH1 LXW1USD1 1.15 08-FEB-10 -1.50 9.92 7.03 8.84 6.77 B5467H4 A0YCT1 LU0458496949 L63667809 MFMGW1U LXWH1EUR2 1.23 08-DEC-15 -2.11 7.10 .— .— .— BYZTTR9 A1419B LU1307989001 L6368T304 MFWH1EU LX

EUR -0.76 2.04 4.88 11.20 8.19 USD -0.15 13.22 7.55 9.28 5.48

Other share classes are available for which performance and expenses will differ.The source for all fund data is MFS. Source: Benchmark performance from SPAR, FactSetResearch Systems Inc.Fund inception date: 12 March 1999^ Results represent the percent change in NAV.^^ Periods less than one year are actual not annualized.† Ongoing charges are expressed at an annual rate as a percentage of net assets. Theyare based on annualized expenses for the six months ended 31 July 2017. For a Classwith less than the full period of data available, or where adjustment is necessary to reflectcurrent charges, the ongoing charges figure is an estimate. Please see the KIID of therelevant Class for the most recent expense information. 1 The MFS Meridian Funds offer several share classes each with different expenses.Performance reflects the performance of a relevant older class with the same currencyuntil the actual start of class performance record of the class detailed. Performance forperiods prior to that date may have been higher or lower had the actual share class feesand expenses been reflected.2 Hedged share classes aim to reduce exchange rate and return fluctuations between theapplicable non-base currency hedged share class and the unhedged base currency class ofthe fund. From time to time shareholder transactions in the share class could result in again or a loss, which could be significant, in the share class value that is attributable tothe adviser's hedging activities rather than to its investment management activities. Othershare classes will not share in these gains or losses.Returns would have been lower had sales charges, of up to 6% of the netasset value (NAV), or any commissions, fees or other charges that yourfinancial intermediary may charge been reflected.Class I shares are only available to certain qualifying institutional investors.Class W shares are available to discretionary portfolio management or independentadvisory accounts, clients of financial intermediaries otherwise prohibited from receivingcompensation from the Fund, and to employees of MFS and its affiliates.MSCI World Index measures stock markets in the developed world.It is not possible to invest directly in an index.

Performance results reflect ongoing charges and any applicable expense subsidies andwaivers in effect during the periods shown. All historic results assume the reinvestment ofdividends and capital gains.Past performance is not a reliable indicator for future results. All financialinvestments involve an element of risk. The value of investments may rise andfall so you may get back less than originally invested.Investors should consider the risks, including lower returns, related to currency movementsbetween their investing currency and the portfolio's base currency, if different.See the fund's offering documents for more details, including information onfund risks and expenses.The offering documents (sales prospectus and Key Investor Information Documents (KIIDs)),articles of incorporation and financial reports are available to investors at no cost in paperform or electronically at meridian.mfs.com, at the offices of the paying agent orrepresentative in each jurisdiction or from your financial intermediary. KIIDs are available inthe following languages; Danish, Dutch, English, French, German, Italian, Norwegian,Portuguese, Spanish and Swedish. The sales prospectus and other documents are availablein English. For additional information, call 416.506.8418 in Toronto or 352.464.010.600 inLuxembourg or your local paying agent or representative. Denmark: Nordea Bank DanmarkA/S, Issuer Services, Securities Services, Hermes Hus, Helgeshøj Allé 33, Postbox 850, DK-0900 Copenhagen C, Tel: 45.33.33.33.01 Luxembourg: State Street Bank Luxembourg, 49Avenue, J.F. Kennedy, L-1885 Luxembourg, Grand Duchy of Luxembourg. Tel:352.464.010.600 Netherlands: CACEIS Netherlands N.V., De Ruyterkade 6, 1000Amsterdam, The Netherlands. Tel: 31.20.530.8300 Sweden: Securities Services,Skandinaviska Enskilda Banken AB, Global Funds, RA 6, Rissneleden 110, SE-106 40Stockholm, Sweden. Tel: 46.8763.6906/5960MFS Meridian Funds is an investment company with a variable capital established underLuxembourg law. MFS Investment Management Company (Lux) S.à.r.l. is the managementcompany 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 ManagementCompany and the Funds have been duly authorised by the CSSF (Commission deSurveillance du Secteur Financier) in Luxembourg.The funds have been registered with the Netherlands Authority for the Financial Markets inthe public registers referred to in Article 1:107 of the Act on Financial Supervision (Wet ophet financieel toezicht), as an investment institution authorised pursuant to Article 2:71 ofthe aforementioned Act.The funds are established as a "restricted foreign scheme" in Singapore; therefore, materialin 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 theSecurities and Futures Act.

TRAILING 3 YR RISK MEASURES VS. BENCHMARK (A1USD)

Beta 0.98

Standard Deviation 10.67 vs 10.58

Beta is a measure of the volatility of a portfolio relative to the overall market. A beta lessthan 1.0 indicates lower risk than the market; a beta greater than 1.0 indicates higher riskthan the market. It is most reliable as a risk measure when the return fluctuations of theportfolio are highly correlated with the return fluctuations of the index chosen to representthe market.Standard deviation is an indicator of the portfolio's total return volatility, which is basedon a minimum of 36 monthly returns. The larger the portfolio's standard deviation, thegreater the portfolio's volatility.

IMPORTANT RISK CONSIDERATIONS

The fund may not achieve its objective and/or you could lose money on your investmentin the fund. Stock markets and investments in individual stocks are volatile and candecline significantly in response to or investor perception of, issuer, market, economic,industry, political, regulatory, geopolitical, and other conditions.Please see the prospectus for further information on these and other risk considerations.

1

RISK AND REWARD PROFILE CLASS A1USD

The rating is based on past volatility of returns and may be different in the future or forother classes of the fund.

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