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AB SICAV I-Concentrated US Equity Pf I USD

Ranked 59 out of 256 in - US over 36 months
All calculations are in EUR unless stated

Managed by

James Tierney

James T. Tierney, Jr. is Chief Investment Officer of Concentrated US Growth at Alliance Bernstein. Prior to joining AB in December 2013, he was CIO at W.P. Stewart & Co. He began his career in 1988 in equity research at J.P. Morgan Investment Management, where he analyzed entertainment, healthcare and finance companies. He left J.P. Morgan in 1990 to pursue an MBA and returned in 1992 as a senior analyst covering energy, transportation, media and entertainment. Tierney joined W.P. Stewart in 2000. He holds a BS in finance from Providence College and an MBA from Columbia Business School at Columbia University.

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 US growth companies. 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

US over : 31/08/2015 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.7% 8.6%
2017 7.6% 7.3% -1.1% -1.1% 2.6%
2016 10.4% -6.7% 1.6% 7.1% 8.8%
2015 13.2% 14.7% -1.8% -5.8% 6.8%
2014 28.0% -2.9% 7.2% 9.8% 12.0%

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
  15. Taiwan

Fund Info

  • Launch date23/12/2013
  • Base currencyUSD
  • ISIN LU1011999676

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.80%

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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).