AB SICAV I-Select US Equity Portfolio I USD

Ranked 123 out of 279 in - US over 12 months
All calculations are in GBP unless stated

Managed by

Kurt Feuerman

Kurt Feuerman graduated with a BA from McGill University in Canada and also has an MA degree from Syracuse University in New York and an MBA from Columbia University. He was head of US equity investing operations at New York-based Caxton Corp before moving to Alliance Bernstein where he is chief investment officer of Select Equity Portfolios, focusing primarily on equity securities traded on US exchange. Prior to this he worked at Morgan Stanley Asset Management where he was managing director and head of the active US equity group.

Anthony Nappo

Objective

The Portfolio's investment objective is to realize superior investment returns throughout various market cycles while maximizing risk-adjusted returns relative to the broad US equity market. The Portfolio seeks to meet its investment objective by investing primarily in U.S. exchange traded equity securities. Under normal circumstances, the Portfolio expects to invest at least 80% of its net assets in these types of securities. A significant portion of the Portfolios investments will be allocated to medium and large market capitalization companies, although the Portfolio will invest in stocks of small market capitalization companies.

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 8.9%
2018 0.6% -3.8% 8.6% 9.0% -11.6%
2017 11.2% 2.9% 0.1% 1.0% 6.9%
2016 29.7% 1.6% 9.8% 5.8% 9.9%
2015 6.4% 6.5% -5.8% -2.8% 9.0%
2014 19.9% 0.0% 2.2% 7.7% 9.0%
2013 27.9% 18.4% 3.6% -2.7% 7.2%
2012 10.2% 8.0% -1.0% 3.5% -0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date28/10/2011
  • Share Class size452Mn
  • Base currencyUSD
  • ISIN LU0683600992

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment1.00%

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