AB SICAV I-Low Volatility Equity Pf I GBP H

Ranked 516 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Kent Hargis

Kent Hargis is Portfolio Manager of Strategic Core Equities at Alliance Bernstein. He has been managing the Global, International and US portfolios since their inception in September 2011, and the Emerging Markets Strategic Core portfolio since January 2015. Hargis was named Head of Quantitative Research for Equities in 2009, with responsibility for overseeing the research and application of risk and return models across the firm’s equity portfolios. He joined the firm in October 2003 as a senior quantitative strategist. Prior to that, Hargis was chief portfolio strategist for global emerging markets at Goldman Sachs. From 1995 through 1998, he was assistant professor of international finance in the graduate program at the University of South Carolina, where he published extensively on various international investment topics. Hargis holds a PhD in economics from the University of Illinois, where his research focused on international finance, econometrics and emerging financial markets.

Sammy Suzuki

Born in Yokohama in 1971, Sammy Suzuki studied finance and materials science and engineering at the University of Pennsylvania. Sammy has worked for Alliance Bernstein since 1994 holding different positions. He is currently a fund manager and manages emerging market equities as well as some institutional mandates. He bases his strategy on value investment with price to normalized earnings as a key valuation metric. Sammy is a CFA Charterholder and member of the Economic Club of New York.

Objective

The Portfolio's investment objective is long term capital growth. Tthe Investment Manager seeks to identify equity securities that it believes have fundamentally lower volatility and less downside risks in the future. The Investment Manager uses its proprietary risk and return models as well as its judgment and experience in managing investment portfolios to construct a portfolio that seeks to minimize volatility while maximizing quality exposure. The Portfolio will predominantly invest in equity securities of companies in developed markets, however the Portfolio is not restricted from purchasing equity securities in any country, including emerging markets.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019
  • Rank 516/752 Total Return
  • Rank 323/752 Standard Deviation
  • Rank 401/752 Max Drawdown
Fund Name Currency Loss
399 Fidelity Funds - Inst Global Focus I-ACC-EUR GBP

-11.9%

399 Janus Henderson Glo Research A$acc GBP

-11.9%

401 Allianz Global Sustainability - A - EUR GBP

-11.9%

401 AB SICAV I-Low Volatility Equity Pf I GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

-11.9%

403 Credo Global Equity A Retail Acc GBP GBP

-11.9%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.0%
2018 -5.9% -0.7% 2.3% 5.2% -11.9%
2017 18.1% 5.5% 3.9% 2.9% 4.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Luxembourg
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date08/12/2016
  • Share Class size02Mn
  • Base currencyGBP
  • ISIN LU1306336170
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment500,000
  • 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).