AB SICAV I-Sustainable Global Thematic Pf I USD

Ranked 232 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Daniel Roarty

Objective

The investment objective of the Portfolio is to achieve longterm growth of capital. The Portfolio pursues opportunistic growth by investing in a global universe of companies in multiple industries that are positively exposed to environmentally- or socially-oriented sustainable investment themes. Under normal circumstances, the Portfolio expects to invest at least 80% of its net assets in equity or equity-related securities of issuers located throughout the world that the Investment Manager believes are positively exposed to sustainable investment themes.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.5%
2018 -4.3% -3.8% 6.5% 4.3% -10.4%
2017 24.3% 11.0% 3.8% 2.3% 5.5%
2016 17.8% -0.1% 6.5% 11.7% -0.8%
2015 8.0% 10.4% -3.4% -7.6% 9.5%
2014 11.0% 0.9% 3.0% 1.6% 5.1%
2013 19.8% 9.8% 0.1% 4.4% 4.4%
2012 7.8% 13.0% -10.1% 3.4% 2.6%
2011 -22.5% 0.4% -4.1% -22.2% 3.3%
2010 22.5% 8.7% -10.5% 10.9% 13.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date01/08/1996
  • Share Class size57Mn
  • Base currencyUSD
  • ISIN LU0069063542

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

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