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Sanford C Bernstein Intmdt Duration Inst Portfolio

Ranked 119 out of 240 in - US Dollar Medium Term over 12 months
All calculations are in USD unless stated

Managed by

Mike Canter

Shawn Keegan

Douglas Peebles

Douglas J. Peebles graduated from Muhlenberg College in Pennsylvania with a BA and from Rutgers University in New Jersey with an MBA. He is the chief investment officer of Alliance Bernstein's fixed income business in New York and is directly responsible for supervising all fixed income mandates. Doug joined Alliance Bernstein in 1987, and became director of fixed income in 1997. From 2004 to 2008 he was co-head of fixed income before becoming CIO in August 2008. He is also chairman of the interest rates and currencies research review team which is responsible for setting interest rate and currency policy for all fixed income portfolios. Outside of fund management Doug enjoys playing golf.

Greg Wilensky

Objective

The Fund seeks to provide safety of principal and a moderate to high rate of current income. The Fund will invest at least 65% of its total assets in securities rated AA or better. The Fund seeks to maintain an effective duration of three to six years.

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

Performance

US Dollar Medium Term over : 31/07/2016 - 31/07/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 0.9% 1.7%
2016 4.3% 3.1% 2.9% 1.0% -2.6%
2015 0.4% 1.9% -1.7% 0.9% -0.6%
2014 6.6% 2.3% 2.4% 0.2% 1.6%
2013 -2.1% -0.1% -2.8% 0.6% 0.2%
2012 5.6% 0.4% 2.2% 2.3% 0.7%
2011 6.9% 1.0% 2.1% 2.9% 0.8%
2010 9.3% 3.1% 3.0% 3.8% -0.7%
2009 17.5% 1.2% 6.6% 7.3% 1.5%
2008 -4.5% 0.6% -0.7% -3.7% -0.7%
2007 5.0% 1.5% -0.5% 2.1% 1.8%
2006 4.6% -0.5% -0.2% 3.7% 1.5%
2005 2.6% -0.4% 2.7% -0.2% 0.5%
2004 3.8% 2.3% -2.4% 2.8% 1.1%
2003 4.1% 1.5% 2.7% 0.0% -0.1%
2002 3.9% 2.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date17/05/2002
  • Share Class size603Mn
  • Base currencyUSD
  • ISIN US0858071055

Purchase Info

  • Min. initial investment3Mn
  • Min. regular additional investment0

Charges

  • Annual management0.36%

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