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AB SICAV I-Eurozone Equity Portfolio A EUR

Clasificado 26 de 100 sobre - Renta variable - Zona Euro durante 12 meses
All calculations are in EUR unless stated

Gestionado por

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

Andrew Birse

Objetivo

The Portfolio's investment objective is long term capital growth. The Portfolio seeks to meet its investment objective by investing primarily in the equity securities of Eurozone companies. The Investment Manager expects that at any time at least 80% of the Portfolio's total assets will be invested in equity securities of Eurozone companies, and in no case will the amount of the Portfolio's total assets invested in such securities be less than two-thirds of the Portfolio's total assets.

Rentabilidad

Renta variable - Zona Euro durante : 31/10/2017 - 31/10/2018
  • Rango 26/100 Rentabilidad Total
  • Rango 40/100 Desviación estándar
  • Rango 27/100 Máxima Caída

Rentabilidad Total

Rentabilidad trimestral

a 30/09/2018 Anual T1 T2 T3 T4
2018 0,0% 1,0% 1,4%
2017 17,0% 8,6% 3,6% 6,0% -1,9%
2016 5,6% -6,1% -5,3% 9,6% 8,4%
2015 16,8% 18,5% -3,2% -5,4% 7,7%
2014 2,2% 4,6% -1,2% -2,7% 1,6%
2013 26,7% 0,2% 4,2% 12,1% 8,3%
2012 22,7% 12,1% -7,3% 7,6% 9,7%
2011 -23,2% 3,4% -0,3% -28,0% 3,5%
2010 4,7%

Rentabilidad mensual

Rentabilidad ajustada al riesgo

Registrado Para La Venta En

  1. Finlandia
  2. Francia
  3. Alemania
  4. Hong Kong
  5. Islandia
  6. Italia
  7. Korea
  8. Luxemburgo
  9. Macau
  10. Holanda
  11. Noruega
  12. Singapur
  13. España
  14. Suecia
  15. Suiza
  16. Taiwan

Información del fondo

  • Fecha de inauguración04/05/2018
  • Tamaño del fondo430Mn
  • Moneda baseEUR

Información de compra

  • Inversión mínima inicial2.000
  • Mínima aportación periódica adicional0

Costos

  • Comisión de gestión anual1,55%
  • Inversión inicial1,55%

Noticias relevantes

Time to take longer-term look on Europe's banks, says value CIO

Citywire A-rated Tawhid Ali urges investors to have faith in the fundamental strengthening taking place in the sector despite recent sell-off.

El rendimiento es para el periodo mostrado (final de mes hasta final de mes, cotización bid/bid, interés bruto reinvertido, calculado en EUR