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AB SICAV I-Select US Equity Portfolio I USD

Ranked 760 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 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 Investment Manager uses a disciplined focus on a well-defined investment universe, employing a highly-seasoned investment team to identify investment opportunities. Investments are selected through an intensive "bottom-up" approach that places an emphasis on companies with understandable businesses, with solid long-term growth potential, and high barriers to entry.

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 4.1% 4.0% 4.3%
2016 8.7% -0.9% 2.1% 2.8% 4.5%
2015 0.6% 1.4% -0.2% -6.4% 6.1%
2014 12.9% 0.7% 4.8% 2.1% 4.8%
2013 30.3% 10.6% 3.4% 3.9% 9.7%
2012 15.3% 11.1% -2.8% 6.6% 0.2%

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 size552Mn
  • Base currencyUSD
  • ISIN LU0683600992

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management1.00%

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