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AB SICAV I-Concentrated Global Equity Pf I USD

Ranked 159 out of 798 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Mark Phelps

Mark Phelps brings military precision to his investment management strategies having completed graduate training at Sandhurst and having served in the armed forces for three years between 1981 and 1984. He joined W.P. Stewart in February 2005 and is currently an analyst/ portfolio manager and became managing director of Global Investments in 2007. He has over two decades of experience in investment research and portfolio management. Prior to joining W.P Stewart he held senior positions with Dresdner Bank both in London and San Francisco. Most recently he served as chief investment officer for global equities at Dresdner RCM in San Francisco. Mark holds a BA (Hons) in Economics from the University of York.

Objective

The Portfolio's investment objective is long term growth of capital. The Portfolio seeks to achieve its investment objective by investing in an actively managed, concentrated portfolio consisting of equity, and/or other transferable securities such as warrants on transferable securities, of a limited number of issuers considered by the Investment Manager to be very high quality and predictable growth companies throughout the world. These companies are chosen for their specific growth and business characteristics, earnings development, financial position and experienced management.

Showing fund performance in Luxembourg View performance globally

Performance

Global over : 31/07/2016 - 31/07/2017
  • Rank 159/798 Total Return
  • Rank 433/798 Standard Deviation
  • Rank 197/798 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 7.5% 0.2%
2016 5.1% -8.7% 2.1% 7.4% 5.0%
2015 13.7% 18.6% -2.6% -8.9% 8.1%
2014 26.5% -0.2% 7.3% 8.9% 8.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Hong Kong
  7. Iceland
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Singapore
  13. Sweden
  14. Switzerland

Fund Info

  • Launch date23/12/2013
  • Base currencyUSD
  • ISIN LU1011997464

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.90%

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Buy & hold veteran reveals two latest growth stock additions

Citywire + rated Mark Phelps outlines the rationale between the newest stocks in his low-turnaround, high concentration global equity fund.

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