Aberdeen Investments completes transition of $2 billion MFS closed-end fund assets
MFM•Fund mergers and advisory contract moves
Four MFS municipal bond CEFs merged with one Aberdeen municipal bond CEF into an about $1 billion municipal bond fund.
Three MFS taxable fixed income funds combined into an about $0.8 billion multi-sector fixed income CEF.
Advisory contracts moved for two taxable investment-grade fixed income CEFs with about $314 million and $105 million in assets.
Transition of about $2 billion in assets completed
Aberdeen Investments completed the transition of about $2 billion in U.S. fixed income and municipal bond closed-end fund assets from MFS on July 3, 2026.
Jonathan Mondillo will lead the transferred assets as Aberdeen’s Global Head of Fixed Income.
