Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

AB SICAV I-European Equity Portfolio I EUR

Ranked 147 out of 224 in - Europe over 12 months
All calculations are in GBP unless stated

Managed by

Tawhid Ali

Tawhid Ali was appointed chief investment officer of European Value Equities in 2012 and also serves as the division’s director of research, a position he has held since March 2008. Ali was previously a research analyst covering retail and leisure stocks in Europe. Prior to joining the firm in 2003, he worked in the New York and London offices of McKinsey as an engagement manager. Ali holds an AB from Harvard University and an MBA from the University of Chicago. He is based in London

Andrew Birse

Objective

The Portfolio's investment objective is long term capital growth. The Portfolio seeks to meet its investment objective by investing in the equity securities of predominantly European companies. The Investment Manager expects that at any time at least 80% of the Portfolio's total assets will be invested in equity securities of European companies, and in no case will the amount of the Portfolio's total assets invested in such securities be less than two-thirds of the Portfolio's total assets. A European company means any company that is organized in or has substantial business activities in Europe.

Showing fund performance in United Kingdom View performance globally

Performance

Europe over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.5%
2018 -12.5% -2.2% 3.3% 1.9% -15.0%
2017 19.2% 8.1% 2.8% 6.7% 0.6%
2016 20.4% 0.4% 2.5% 10.7% 5.8%
2015 10.2% 9.7% -2.7% -3.1% 6.5%
2014 -0.6% 3.3% -1.4% -3.1% 0.7%
2013 28.7% 9.4% 2.5% 7.0% 7.2%
2012 13.1% 9.1% -6.6% 4.3% 6.3%
2011 -16.7% 2.9% 2.3% -25.1% 5.8%
2010 3.3% 4.0% -18.2% 15.7% 4.8%
2009 16.9% -16.9% 10.9% 26.0% 0.7%
2008 -30.4% -8.9% -7.7% -12.4% -5.5%
2007 6.6% 3.4% 6.7% -1.4% -2.0%
2006 19.2% 10.9% -5.0% 5.1% 7.6%
2005 22.7% 2.9% 3.9% 9.8% 4.5%
2004 17.2% -0.9% 3.3% 4.9% 9.1%
2003 25.8% -6.1% 18.0% 3.4% 9.9%
2002 -16.7% 7.0% -4.0% -25.7% 9.2%
2001 8.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date04/05/2018
  • Share Class size257Mn
  • Base currencyEUR

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.70%

Related News

New York-based $547bn giant launches first UK Oeic

AllianceBernstein has launched its first open ended investment company fund, which is based on a top performing European equity strategy.

AAA-rated Ali: Identifying the peripheral European plays

Citywire AAA-rated Tawhid Ali thinks that plenty of good stocks in the European periphery are being thrown out with the proverbial bath water.

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