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AB Select US Equity Portfolio;Advisor

Ranked 660 out of 1848 in - US over 12 months
All calculations are in USD 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 Fund seeks long term growth of capital. The Fund invests at least 80% of its net asset in large and medium market capitalization equity securities of US companies. The Fund engaged in business activities with solid-long term growth potential, strong cash flows and other financial metrics.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.2% 4.2% 4.5%
2016 9.5% -0.8% 2.6% 2.9% 4.6%
2015 1.4% 1.6% -0.3% -5.8% 6.3%
2014 13.2% 0.7% 5.0% 2.1% 4.9%
2013 31.1% 10.8% 3.5% 4.0% 9.9%
2012 16.5% 11.6% -2.5% 6.6% 0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date08/12/2011
  • Share Class size242Mn
  • Base currencyUSD
  • ISIN US01877E2972

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.99%

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