AB SICAV I-American Growth Portfolio I USD

Ranked 29 out of 279 in - US over 12 months
All calculations are in GBP unless stated

Managed by

Frank Caruso

Frank Caruso is a senior vice president and chief investment officer of US Growth Equities at Alliance Bermstein a position he has held since 2012. In this capacity he oversees three mandates namely US Large Cap Growth, US Core Opportunities and US Growth & Income. Frank has been team leader of US Growth since 2008 and team leader of US Growth & Income since 2004. From 1995 to 2004, he served as a Growth & Income portfolio manager. Frank joined the firm in 1993 when it acquired Shields Asset Management where he had been director of equities. Previously he was a managing director and senior member of the investment policy committee at Shearson Lehman Advisors as well as CIO for Shearson Lehman Asset Management’s Directions and Capital Management businesses. Frank was also formerly the lead portfolio manager for Shearson’s family of growth and income mutual funds. He holds a BA in business economics from the State University of New York, Oneonta and is a member of the New York Society of Security Analysts and the CFA Institute. He is a CFA charterholder.

John Fogarty

New York-based John Fogarty works at Alliance Bernstein as a senior vice president and portfolio manager. In 2012, he was named portfolio manager for US large cap growth portfolios and in 2009 as a portfolio manager for US growth and US growth & income funds. Fogarty began his career at the firm in 1988 working in quantitative research; in 1995 he was a quantitative analyst before taking up the role of portfolio manager in 1997 in the US large cap growth team. He spent nearly three years as a hedge fund manager at Dialectic Capital Management and Vardon Partners before re-joining Alliance Bernstein in 2007 as a fundamental research analyst covering consumer-discretionary stocks in the US. Fogarty holds a BA in history from Columbia University and is a CFA charterholder.

Vinay Thapar

Vinay Thapar joined Alliance Bernstein in 2011 and is a senior vice president and senior research analyst responsible for covering global healthcare. He previously spent three years as senior investment analyst covering global healthcare for two domestic investment funds at American Century Investments. Vinay holds a BA in Biology from New York University and is a CFA charterholder.

Objective

The investment objective of the Portfolio is long-term growth of capital primarily through investment in equity securities of U.S. issuers. The Portfolio seeks to invest predominantly in equity securities of a limited number of large, carefully selected, high-quality U.S. companies that, in the judgment of the Investment Manager, are likely to achieve superior earnings growth. Under normal circumstances, the Portfolio invests at least 80% of its net assets in equity securities issued by companies having their registered office in the United States or that carry out the preponderant part of their economic activities in the United States.

Showing fund performance in United Kingdom View performance globally

Performance

US over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 13.5%
2018 7.9% -1.7% 12.7% 8.0% -9.9%
2017 19.9% 8.5% 2.4% 1.8% 6.0%
2016 22.1% 1.1% 6.6% 9.1% 3.9%
2015 16.9% 11.5% -4.2% -1.0% 10.6%
2014 20.8% -1.7% 2.7% 8.5% 10.3%
2013 34.3% 17.0% 1.4% 3.8% 9.0%
2012 11.4% 14.3% -5.5% 6.2% -2.8%
2011 -1.0% 5.8% -2.9% -13.8% 11.7%
2010 12.1% 8.8% -13.5% 4.4% 14.1%
2009 22.4% -3.5% -1.5% 20.1% 7.2%
2008 -10.5% -13.6% 2.5% -4.9% 6.2%
2007 12.1% 0.5% 2.8% 5.3% 3.1%
2006 -12.6% -0.4% -13.8% 2.0% -0.1%
2005 26.9% -5.0% 11.6% 9.4% 9.4%
2004 0.6% -1.7% 3.4% -4.7% 3.7%
2003 10.3% 0.7% 5.7% 3.2% 0.5%
2002 -37.2% -3.4% -22.5% -16.3% 0.3%
2001 -16.3% -12.3% 9.0% -22.2% 12.5%
2000 -9.5% 8.3% 2.5% -4.1% -15.0%
1999 35.6% 14.3% 5.7% -8.4% 22.6%
1998 48.5% 18.1% 8.3% -13.0% 33.5%
1997 15.6% 16.1% -5.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Bahrain
  2. Chile
  3. Finland
  4. France
  5. Germany
  6. Hong Kong
  7. Iceland
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Peru
  13. Singapore
  14. Spain
  15. Sweden
  16. Switzerland
  17. Taiwan
  18. United Kingdom

Fund Info

  • Launch date04/05/2018
  • Share Class size504Mn
  • Base currencyUSD

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.70%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).