AB SICAV I-Concentrated Global Equity Pf I GBP H

Ranked 580 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Debasish Chakrabarti

Mark Phelps

Mark Phelps brings military precision to his investment management strategies having completed graduate training at Sandhurst and having served in the armed forces for three years between 1981 and 1984. He joined W.P. Stewart in February 2005 and is currently an analyst/ portfolio manager and became managing director of Global Investments in 2007. He has over two decades of experience in investment research and portfolio management. Prior to joining W.P Stewart he held senior positions with Dresdner Bank both in London and San Francisco. Most recently he served as chief investment officer for global equities at Dresdner RCM in San Francisco. Mark holds a BA (Hons) in Economics from the University of York.

Objective

The Portfolio seeks to achieve its investment objective by investing in an actively managed, concentrated portfolio consisting of equity, and/or other transferable securities such as warrants on transferable securities, of a limited number of issuers considered by the Investment Manager to be very high quality and predictable growth companies throughout the world. These companies are chosen for their specific growth and business characteristics, earnings development, financial position and experienced management. The Investment Manager uses a bottom-up selection process to identify, analyze and invest in companies that the Investment Manager considers of the highest quality.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019
  • Rank 580/752 Total Return
  • Rank 640/752 Standard Deviation
  • Rank 577/752 Max Drawdown
Fund Name Currency Return
578 SWC (LU) PF Responsible Focus (CHF) AT GBP

3.8%

579 SVS TPI Growth 2 A Inc GBP

3.8%

580 AB SICAV I-Concentrated Global Equity Pf I GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

3.7%

581 Artemis Global Growth R Acc GBP

3.7%

582 Threadneedle Managed Equity A Acc GBP GBP

3.6%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 15.6%
2018 -7.7% 3.0% 0.3% 4.1% -14.1%
2017 28.2% 8.8% 6.4% 5.3% 5.2%
2016 1.0% -4.5% -0.9% 8.6% -1.8%
2015 2.0% 5.1% 1.1% -8.7% 5.2%
2014 6.5% 0.6% 4.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Hong Kong
  3. Luxembourg
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date23/01/2014
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN LU1011998512
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.90%

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