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AB FCP I-Global Value Portfolio I USD

Classé 457 sur 599 en - Global sur 12 mois
All calculations are in EUR unless stated

Géré par

Tawhid Ali

Tawhid Ali was appointed chief investment officer of European Value Equities in 2012 and also serves as the division’s director of research, a position he has held since March 2008. Ali was previously a research analyst covering retail and leisure stocks in Europe. Prior to joining the firm in 2003, he worked in the New York and London offices of McKinsey as an engagement manager. Ali holds an AB from Harvard University and an MBA from the University of Chicago. He is based in London

Takeo Aso

Takeo Aso graduated with a BS and MS in information science from the Univeristy of Tokyo and an MBA from Harvard University. He joined AllianceBernstein Japan Ltd in 1997 as a research analyst covering utilities, capital equipment and the health and personal care industries. Takeo was appointed director of research of Japanese value equities in 2001 and is also a fund manager. Prior to this he was a managing consultant at Corporate Directions Inc. Takeo has been managing funds for over 20 years and is a CFA Charterholder.

Avi Lavi

Avi Lavi, an Alliance Bernstein Partner, was appointed co-chief investment officer of Global Value Equities in July 2014. He was appointed global director of value research in early 2012. Lavi was chief investment officer of UK and European Value Equities from 2006 to 2012 and director of research for UK and European Value Equities from 2000 to 2006, during which time he helped establish Alliance Bernstein’s first research operation based outside the US. Lavi joined the firm in 1996 as a research associate for utilities and, in 1998, expanded his coverage to include oil and gas, covering these industries on a global basis. He subsequently became a senior analyst and sector leader for energy research. Lavi was previously an assistant controller at the State of Israel Economic Offices in New York. Prior to that, he was an accountant with Kesselman & Kesselman, PricewaterhouseCoopers’s Israeli affiliate. He holds a BA in accounting and economics from Bar-Ilan University in Israel and an MBA from New York University. He is based in London.

Objectif

The investment objective of the Portfolios is to achieve long-term capital growth by investing in global portfolios of equity securities that are determined by the Investment Manager to be undervalued. The Portfolios will invest primarily in diversified portfolios of equity securities from around the world, including the United States.

Performance

Global sur : 31/01/2017 - 31/01/2018
  • Classement 457/599 Rendement total
  • Classement 388/599 Ecart-type
  • Classement 463/599 Perte maximale

Rendement total

Performance trimestrielle

au 01/01/2018 Annuel T1 T2 T3 T4
2017 6,1% 4,6% -2,6% 1,0% 3,2%
2016 10,6% -4,1% 0,4% 4,9% 9,5%
2015 7,2% 17,1% -2,1% -11,2% 5,3%
2014 20,0% 2,1% 6,0% 4,4% 6,2%
2013 24,8% 10,1% 1,4% 5,2% 6,3%
2012 12,3% 9,1% -3,8% 3,0% 3,9%
2011 -13,6% -1,2% -4,2% -17,1% 10,1%
2010 12,1% 7,1% -7,7% 2,1% 11,1%
2009 28,1% -9,1% 16,0% 15,7% 5,1%
2008 -48,6% -17,4% -4,1% -12,3% -26,0%
2007 -8,9% -0,1% 6,5% -5,1% -9,8%
2006 12,8% 5,9% -5,8% 6,5% 6,3%
2005 30,5% 4,5% 7,5% 10,3% 5,4%
2004 9,9% 6,4% 1,5% 0,0% 1,9%
2003 10,3% -9,3% 14,2% 1,9% 4,5%
2002 -28,0% 4,5% -15,7% -21,5% 4,2%
2001 -15,5% 9,3%

Performance mensuelle

Rendement vs Risque

Enregistré à la vente

  1. Autriche
  2. Bahreïn
  3. Finlande
  4. France
  5. Allemagne
  6. Islande
  7. Italie
  8. Luxembourg
  9. Pays-Bas
  10. Norvège
  11. Pérou
  12. Singapour
  13. Suède
  14. Suisse
  15. Taïwan

Information sur le fonds

  • Date de lancement23/05/2001
  • Taille de la share class78Mn
  • Devise de baseUSD
  • Code ISIN LU0128316923

Information pour achat

  • Minimum investissement de départ1Mn
  • Montant minimum de versements périodiques0

Frais

  • Gestion annuelle0,70%

La performance est pour la période indiquée (fin de mois à fin de mois, offre/offre, revenu brut réinvesti, calculée dans la devise indiquée).